Wealth and Asset Management
Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences
Global Fintech leader Broadridge Financial Solutions, Inc. has announced a strategic enhancement to its Wealth Aggregation and Insights platform that will help financial advisors develop greater portfolio personalization aligned with their clients’ core values. Broadridge has integrated YourStake’s proprietary Values Questionnaire and aggregated values-based data analytics, into its advisor platform….
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