Digital Digest: The Latest Tech News – Broadridge, MX

Editorial Staff October 12, 2022

Digital Digest: The Latest Tech News – Broadridge, MX

The latest technology news in the wealth management sector from around the world.

Broadridge Financial Solutions, the New York-listed firm, is partnering with open finance business MX to use the company’s data aggregation and personalized financial management automation solutions. 

Advisors will, under the arrangement, will get access to actionable information on their clients’ assets and liabilities.

“Investors today have an unprecedented level of control over their assets, but the current market environment has reminded us that it is still beneficial to have access to the personal touch of an advisor,” Mike Alexander, president of wealth management at Broadridge, said.

“By combining Broadridge’s expertise in investment data with MX’s deep understanding of frictionless money experiences, our financial advisor clients will now have access to a new comprehensive offering that provides a more personal and holistic view to financial planning.”

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