Recorded webinar
Products
Firm Type
Role
One platform,
every role.
every role.
Explore
Get Help
Modern CRM integrated with global portfolio management tool to drive productivity.
Overview
Broadridge is a global Fintech leader providing the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. They deliver technology-driven solutions that drive digital transformation for their clients in addition to helping their clients get ahead of today’s challenges to capitalize on what’s next. Wealth Aggregation and Insights is a enterprise, scalable data acquisition, reconciliation and distribution solution that holistically provides a complete view across a firm’s entire book of business within interactive experiences ranging from account values, performance, financial wellness, predictive insights and more. The single sign-on (SSO) integration with Wealthbox makes it easy for advisors to access their CRM data with the click of a button in the Broadridge Wealth Aggregation and Insights platform.
Recorded webinar
“At Broadridge, we believe in an open network of FinTech connectivity and Wealthbox is a premium provider in CRM. Having all of your data in one place is what we do and having an integration with Wealthbox is the right thing for our mutual clients and new clients in the future.”
Upgrade to Wealthbox