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Broadridge announces strategic partnership with TIFIN Group

By Pavithra R

July 07, 2021

  • America
  • Broadridge
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Broadridge to integrate and distribute TIFIN's suite of wealth management solutionsBroadridge Financial Solutions, a provider of investor communications, technology-driven solutions, data and analytics to the financial services industry, has announced that the company will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for their clients. 

The distribution agreement follows Broadridge’s April 2021 strategic investment in TIFIN, along with J.P. Morgan Asset Management and Morningstar.

“Integrating and distributing TIFIN products on the Broadridge Wealth Platform will enable advisors to deepen client relationships via personalization of service and to improve financial outcomes. TIFIN products have repeatedly demonstrated the ability to bring unique and innovative solutions to market rapidly, and we are excited to offer our clients the opportunity to leverage these solutions both as part of our core wealth offerings and best-in-class fintech solutions,” said Mike Alexander, President of Wealth Management at Broadridge.

Broadridge will integrate with and provide distribution for TIFIN solutions including Positivly, Magnifi, Louise, and Totum, each of which addresses friction in the wealth tech industry. The first product to be distributed through Broadridge is Positivly, an advice personalization platform that enables advisors to tailor proposals and portfolios to each client’s unique and holistic financial personality.

Additional integrated offerings are planned with products that leverage Broadridge’s proprietary technologies in artificial intelligence, marketing content and holistic client centric data aggregation.

“We are excited for this strategic partnership with Broadridge and its next-generation front-to-back industry wealth platform as it helps wealth managers grow their businesses through personalization. Broadridge has the scale of distribution and complementary wealth offerings to further our core mission at TIFIN — make investing a more meaningful and relevant component of millions of individuals’ financial well-being,” said Dr. Vinay Nair, Founder, Chairman and CEO of TIFIN.

With over $4.5 bn in revenues, New York-based Broadridge Financial Solutions provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. It provides investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers.

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