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YCharts Integrates with Broadridge’s Wealth Aggregation Platform

Author

Slice of Finance Team
04 Sep

Key Highlights:

  • YCharts integrates with Broadridge’s Wealth Aggregation platform for streamlined data connectivity and consistency.

  • Advisors can now easily import client account data to enhance portfolio management and client engagement.

  • Features include visually engaging reports and comprehensive portfolio analysis for optimized client communication.

Source (Business Wire)

Notable Quotes:

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"This integration with Broadridge offers substantial benefits to our user base with features for reducing advisor inefficiencies and fostering best-in-class client experiences.”

Caleb Eplett, Chief Product Officer at YCharts
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"Collaborating with YCharts provides advisors with premium technology that sets a new industry standard for exceptional, personalized client experiences."

Paul Camuto, VP of Wealth Aggregation & Insights at Broadridge Financial Solutions

Our Take:

The integration between YCharts and Broadridge’s Wealth Aggregation platform is a significant step forward in enhancing the tools available to financial advisors. By combining YCharts' powerful visualization and proposal generation capabilities with Broadridge's extensive data aggregation, advisors can streamline their processes, improve communication with clients, and focus more on delivering personalized, high-quality investment advice. This collaboration is poised to set a new industry standard, driving both efficiency and client satisfaction.