Broadridge Partners with WealthFeed for AI-Driven Advisor Tools

Broadridge Financial Solutions has announced a strategic partnership and minority investment in WealthFeed, as stated in a press release. This collaboration aims to enhance lead generation and client engagement for financial advisors by integrating WealthFeed's AI-driven prospecting capabilities with Broadridge's AdvisorStream marketing platform.

The partnership will enable advisors to leverage WealthFeed's real-time money-in-motion insights and Broadridge's digital engagement tools to identify and nurture potential clients during key life events. This integration is designed to help advisors personalize their services and improve client relationships, ultimately driving growth and asset retention.

Broadridge's investment will support WealthFeed's growth and product development, further strengthening Broadridge's partner ecosystem, which includes collaborations with companies like Salesforce and Uptiq. The financial advisor marketing solution is now available as a standard feature within WealthFeed's platform for independent advisors and enterprises.