Broadridge bolsters advisor platform with values-based client insights

Broadridge Financial Solutions is adding a new dimension to personalized investment advice as it unveils a new partnership to enhance its wealth aggregation and insights platform.

The global fintech provider announced that it has integrated YourStake's proprietary Values Questionnaire and data analytics into its advisor platform.

Broadridge says the new functionality will allow advisors to tailor investment recommendations based on their clients' core values, providing options to avoid or focus on specific companies, sectors, or business practices.

With that, it aims to help push client-advisor interactions beyond traditional risk and return discussions and enable a more holistic and intuitive financial advice experience.

Paul Camuto, vice president and product head of data aggregation wealth at Broadridge, highlighted investors’ increased expectations of hyper-personalized financial advice, and the role of AI, data, and behavioral science in helping advisors differentiate themselves.

“With this strategic enhancement to our Wealth Aggregation and Insights platform, we further our mission of modernizing wealth management and harnessing next-gen technology,” he said in a statement.

YourStake's co-founder and president, Gabe Rissman, emphasized his firm’s mission “to make values-based investing personalized, explainable, and transparent.

“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," Rissman said.

Broadridge’s Wealth Aggregation and Insights, part of the broader Broadridge Wealth suite, is designed to enhance the investor experience, boost advisor productivity and revenue, and improve operational efficiency for financial firms.