Broadridge Data Aggregation and Financial Reporting

About

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.

Contacts

Products / Services

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

Companies that integrate with 401GO

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

Integrations

Integrations: 53
Partnership: 0
MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Partnership

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