Broadridge
Curated by SignalWealth management software suite optimizing operations for financial advisors.
About
Broadridge offers a software suite for wealth management that integrates various fintech tools aimed at improving the operations of wealth managers and financial advisors. The platform features capabilities such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company targets financial institutions, mutual funds, and wealth management firms, addressing issues related to operational risk management, regulatory compliance, and investor engagement. Its solutions enable real-time data aggregation, which supports a comprehensive view of clients and personalized advice. Broadridge's focus is on technology-driven solutions intended to optimize investment strategies and enhance operational efficiency within the financial services sector.
Key facts
- Founded
- 2007
- Headquarters
- United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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- Phone
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Open roles
417 rolesSales Operations Officer
Belgrade Metropolitan Area · On-site · Volunteer
Lead Analyst – Global Engineering FP&A (Hybrid, Newark, NJ or NYC)
New York, NY · Hybrid · Volunteer
Senior Software Engineer
Newark, NJ · On-site · Volunteer
