The latest technology news in the wealth management sector from around the world.
Broadridge Financial Solutions, a US-listed group, has formed a strategic partnership and minority investment in WealthFeed, a platform using AI to drive lead generation and deepen existing relationships for financial advisors.
The partnership brings together WealthFeed’s AI prospecting and real-time money-in-motion insights with Broadridge’s AdvisorStream marketing platform.
Broadridge’s financial advisor marketing solution is live as a standard feature within WealthFeed’s SaaS platform for independent advisors, RIA home offices and enterprises, Broadridge said in a statement on Friday.