Integrations /Custodians & Portfolio Management

Get started with Wealthbox + Broadridge

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.

Access Wealthbox with the click of a button in the Broadridge Wealth Aggregation and Insights platformAccess Wealthbox with the click of a button in the Broadridge Wealth Aggregation and Insights platform

“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 a data share with Wealthbox is the right thing for our mutual clients and new clients in the future.”

Paul Camuto

VP Wealth Aggregation & Insights, Broadridge

Get started with Wealthbox + Broadridge

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