Broadridge enhances advisory productivity, serving abilities of Money Concepts

Money Concepts Capital has enhanced its data management technology with the implementation of Wealth Data Aggregation and Financial Reporting from global Fintech leader Broadridge Financial Solutions. This data aggregation, reporting and analytics solution will provide Money Concepts advisors with a holistic view of each client’s holdings and activity across thousands of sources, gleaning insights that will enable better decision making and the provision of hyper-personalized services. “As validated in Broadridge’s latest Digital Transformation Study, wealth management firms are accelerating their digital transformation efforts, and it’s more important than ever for wealth management firms to modernize their technology stacks to meet the changing needs of advisors and investors,” said Mike Alexander, president of Wealth Management at Broadridge.