Broadridge Expands Wealth Management Capabilities by Acquiring Innovative Digital Marketing Platform
Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors
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NEW YORK, June 9, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced that it has acquired
AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. The acquisition expands Broadridge's front-to-back office wealth capabilities, positioning Broadridge to serve growth-oriented advisors and firms looking to attract and engage prospects and clients across key digital channels.
AdvisorStream's leading advisor marketing platform enables advisors to drive revenue and growth by providing personalized and consistent client communications. The platform combines powerful marketing automation with highly engaging content licensed from global sources like Dow Jones Newswires (including The Wall Street Journal and Barron's), The New York Times, Forbes, Bloomberg Media, The Globe & Mail, and many others. Broadridge's broad data foundation, combined with AdvisorStream, will empower financial advisors to pinpoint what is most relevant and engaging for individual prospects and clients at each step of the investor lifecycle. Advisors can drive revenue and growth by providing every investor with the right communication, at the right time, in the manner that is most meaningful to them. In addition, AdvisorStream's robust compliance capabilities provide flexibility for advisors while still easily integrating into existing head office marketing workflows.