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Fintech Integration Marketplace

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Fintech Integration Marketplace / Wealth Management / Portfolio Reporting

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Broadridge Data Aggregation and Financial Reporting

Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their businesses.

The world’s leading companies and financial institutions recognize us as an invaluable partner. We handle millions of trades a day involving trillions of dollars, deliver essential communications for over 5,000 brands and manage shareholder voting in 90 countries.

Website

https://www.broadridge.com/financial-services/wealth-management/wealth/enhance-client-experience-with-dynamic-advisor-tools/data-aggregation-and-financial-reporting

Contacts

https://www.facebook.com/BroadridgeAdvisorSolutions/

https://www.linkedin.com/company/broadridge-financial-solutions/

https://twitter.com/broadridge

Broadbridge
  • Fully Reconciled Data
  • Centralized Data Repository
  • Held-Away Data Integration
  • Direct Custodial Feeds
  • Client and Advisor Reporting
  • 360° Client View
Broadbridge

Companies that integrate with Broadridge Data Aggregation and Financial Reporting

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Broadbridge

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.