Broadridge Financial Solutions, a global financial technology business, announced it is consolidating its retirement and workplace solutions into one brand called Broadridge Retirement and Workplace.
Broadridge has combined Matrix Financial Solutions and Fi360 Solutions into a single name. This is so customers can access products and services which will improve their services.
It has been offering workplace solutions to the fintech industry since 2011 when Matrix Financial Solutions was acquired. Afterward, Wilmington Trust, TD Ameritrade Trust Company, and Fi360’s software, education, and analytics related to fiduciaries were also acquired.
And it has set up its retirement and workplace options in three key areas:
Faster development, risk control, and running more smoothly.
This all-in-one package helps customers grow their companies, make use of innovations, better take care of risk, and increase their top-line growth.
The Fi360 Solutions Conference is also changing its name to the Broadridge 360 Advisor Summit to fit the new branding.
General Manager and SVP of Broadridge Retirement and Workplace, Cindy Dash, said:
Unifying under one name reflects the highly integrated way we’ve been delivering best-in-class solutions across retirement and wealth management from compliance tools, training, mutual fund trading and trust services, to data and insights. This natural progression of grouping under the Broadridge master brand will make it easier to communicate the many ways clients can leverage our capabilities going forward.
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