Overview

Broadridge is a global fintech leader providing essential infrastructure to support investing, corporate governance, and communications, enhancing financial well-being. They offer technology-driven solutions that facilitate digital transformation, helping clients stay ahead of challenges and prepare for the future. Wealth Aggregation and Insights is a scalable, enterprise-level platform for data acquisition, reconciliation, and distribution, giving a comprehensive view of a firm’s entire book of business. It features interactive tools such as account values, performance, financial wellness, and predictive insights. The single sign-on (SSO) integration with Wealthbox makes it easy for advisors to access CRM data with one click on the Broadridge platform.

Key Features

• Single Sign-on (SSO): This allows advisors to easily access their CRM data with a single click in the Broadridge Wealth Aggregation and Insights platform.

Troubleshooting & FAQs

Q: How does the Broadridge integration with Wealthbox work?
A: The integration uses Single Sign-On (SSO) to let advisors access their Wealthbox CRM data directly from the Broadridge Wealth Aggregation and Insights platform with just one click—no separate login required.

Q: How do I activate the Broadridge integration with Wealthbox?
A: The integration is fully managed and enabled by Broadridge. To get started, reach out to the Broadridge Suport team directly for setup assistance. 

Q: What information will I be able to access in Wealthbox through the Broadridge integration?
A: Once the integration is enabled, you’ll be able to access your Wealthbox CRM data directly from the Broadridge platform via SSO. This allows for quick, seamless access to client records to help support planning, communication, and overall workflow efficiency.