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Broadridge implements investment management tech for Gluskin Sheff

Eric Bernstein, President, Broadridge Asset Management Solutions

Broadridge Financial Solutions has announced the completion of the implementation of Broadridge’s investment management technology for Gluskin Sheff + Associates Inc.

The supplier states that Broadridge’s fully implemented platform will help Gluskin Sheff with scaling its wealth management business as well as in portfolio management, order management, compliance and data analytics capabilities.

“Working with Broadridge allows our firm to pursue and execute on growth opportunities with technology rather than increased headcount,” said Jeff Moody, president and chief executive officer at Gluskin Sheff. “Broadridge’s flexible integration capabilities have expanded connectivity and application integration to support new and existing business requirements.”

“As we expand our wealth management footprint in Canada, we are delighted that Gluskin Sheff has chosen Broadridge to deliver a scalable and modern investment management platform,” said Eric Bernstein, Broadridge’s head of asset management solutions. “We look forward to working with more wealth managers in Canada to bring more efficiency to their operations through our front-to-back solutions, and helping them be ready for what’s next.”

Last year, Broadridge Financial Solutions had announced that UBS Group AG’s US wealth management arm has agreed to be the anchor client for its wealth tech open platform. According to the agreement, UBS will deploy Broadridge’s front-to-back office solution across its wealth management business in the US to boost the productivity of its financial advisors and help widen its profit margin.

Founded in 1984, Gluskin Sheff + Associates Inc. is a Canadian independent wealth management firm that manages investment portfolios for investors, including entrepreneurs, professionals, family trusts, private charitable foundations and estates.

Founded in 2007, Broadridge Financial Solutions is a provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally.

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