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 an 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 insight,s 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.

Key features of the integration

• Single Sign-on makes it easy for advisors to access their CRM data with the click of a button in the Broadridge Wealth Aggregation and Insights platform.

How to enable the Broadridge integration

The Wealthbox integration with Broadridge is managed and activated entirely on their end and we recommend reaching out to their team for assistance in setting up the integration.