Broadridge Financial Solutions, Inc. (NYSE:BR) has made a strategic enhancement to its Wealth Aggregation and Insights platform that will help financial advisors develop greater portfolio personalization aligned with their clients’ core values.
Broadridge has integrated YourStake’s proprietary Values Questionnaire and aggregated values-based data analytics, into its advisor platform. These insights will allow advisors to recommend an investment approach that avoids or increases exposure to specific companies, sectors, or business practices based on their clients’ intrinsic beliefs.
Providing value-based investing enables financial advisors to differentiate and elevate their services beyond customary risk and return dialogues and provide hyper-personalized, intuitive, and holistic guidance to their clients.
“Broadridge recognizes the importance of hyper-personalization that investors have come to expect when seeking financial advice, and how AI, and data-driven insights enable advisors to differentiate themselves and create new revenue opportunities,” said Paul Camuto, VP, Product Head of Data Aggregation Wealth at Broadridge. “With this strategic enhancement to our Wealth Aggregation and Insights platform, we further our mission of modernizing wealth management and harnessing next-gen technology to drive value for financial advisors and investors, by enabling meaningful client interactions and effective decision-making through data and behavioral science.”
“At YourStake, our mission is to make values-based investing personalized, explainable, and transparent,” said Gabe Rissman, Co-Founder and President of YourStake. “We’re excited to partner with Broadridge’s market-leading wealth solution to provide advisors with powerful tools that foster growth, cultivate meaningful client relationships, and fuel advisor productivity.”
Broadridge Wealth Aggregation and Insights is part of the Broadridge Wealth suite of innovative, market-ready component solutions designed to deliver modern, digital wealth management. Firms use Broadridge to personalize the investor experience, drive advisor revenue and productivity, digitize enterprise operations, and deliver cost efficiencies.
