Broadridge Wealth Aggregation & Insights

Align and enhance your entire enterprise with comprehensive data, actionable intelligence and robust reports.

• **Flexible delivery options ensure seamless integration: **Deliver synchronized, enterprise-wide data when and where you need it via turnkey desktop web applications, real time APIs and reporting modules.
• **Consolidate and normalize disparate data into a central repository: **Gain streamlined access to a single source of truth using current and historical enterprise assets under management, held-away assets and liabilities data.
• **Take advantage of detailed benefit information for insurance and annuity products: **Leverage expertise and insights gained by processing tens of millions of specialized insurance transactions every day, for more than 20 years.
• **A holistic view of customer behaviors and preferences defined from transactional life events: **Drive more meaningful customer relationships and differentiate your practice by offering self-service money management tools clients need and demand.
• **Comprehensive financial advice begins with a holistic view of every client’s assets and liabilities. **Empower your advisors with the actionable information required to deliver more value.

Features

• **Robust APIs: **On-demand data access via seamless API integration with proprietary and third-party applications.
• **Centralized Data Repository of Fully Reconciled Data: **Multiple views, including assets under management, cash balances, positions, transactions, spending and more.
• **360° Client View Including Held-Away Assets and Liabilities: **A complete client financial view across all asset classes to help wealth advisors deliver holistic advice.
• **Complete Suite of Money Management Solutions: **Provide clients with use digital tools to control and provide insight into their everyday financial life.