Digital Digest: The Latest Tech News – Broadridge, Cetera

Editorial Staff

9 September 2022

Broadridge Financial Solutions, Cetera
Broadridge Financial Solutions, fintech firm, has launched Wealth InFocus, a “communications experience” based on an investor research basis, with Cetera Financial Group as the first client.

The new offering consolidates, aggregates and presents information across various account and regulatory communications, including statements, confirms, proxies and prospectuses. Investors can quickly and securely contact an advisor, view account information, gain insights, and review action items and events across channels, including email, text, microsites and print, according to their preferences, the US-based firm said in a statement.

The business said its approach to wealth communications provides a better digital experience according to 78 per cent of Cetera's surveyed pilot clients, and 88 per cent of respondents would like to receive a Wealth InFocus digital communication on an ongoing basis.

New York-listed Broadridge has $5 billion in revenues and provides infrastructure that powers investing, corporate governance, and communications.

Its technology and operations platforms underpin the daily trading of more than $9 trillion in equities, fixed income, and other securities globally.

In Cetera’s case, it oversees about $353 billion in assets under administration and $122 billion in assets under management, as of December 31, 2021.