Broadridge Financial Solutions said on Thursday that it had partnered with Wealthfeed to launch a new platform for generating artificial intelligence and customer education for financial advisers.
Broadridge has also got a minority stake in Wealthfeed, indicating confidence in the company’s development path.
Cooperation is expected to integrate the visions of “money” in the actual time in Wealteed and exploration tools with Broadridge’s digital marketing platform.
This aims to help consultants determine the opportunities associated with major life events and take care of relationships with designed communications.
Mike Alexander, president of Broadridge Wealth Management, said the partnership increases the advisers of digital tools that “liberate them to focus on allocating service and helping investors to achieve their financial goals.”
Sam Kendri, co -founder of Wealthfeed, described the “transformational” cooperation, indicating that he will allow consultants “to act in the main life events with accuracy and size.”
The platform combines wealthfeed data collections with Broadridge’s InvestorView analyzes to predict the potential investment assets, helping advisers to focus on the most promising prospects.
It will be available to independent advisers, home RIA offices and institutions, offering automation, licensed content and digital participation capabilities.
Broadridge said that the investment will accelerate the development of Wealthfeed products while strengthening its special partner ecosystem, which already includes Salesforce, Uptiq, Youstake and Wix.