OneDigital Financial Selects Broadridge Technology to Grow Retirement Practice and Enhance Advisor Efficiency
Broadridge Financial Solutions (NYSE: BR) has been selected by OneDigital Financial Services to enhance its retirement business operations and advisor efficiency. The partnership will implement Broadridge's comprehensive retirement solutions suite, including Data Aggregation, Business Intelligence services, Fiduciary Focus Toolkit, RFP director, Fee Benchmarker, and enterprise proprietary fund scoring solutions.
The implementation will provide OneDigital's advisors with enhanced capabilities such as investment monitoring reports with integrated proprietary fund scoring, improved fund evaluations, streamlined service provider searches, business management reporting, and compliance oversight utilities. Broadridge will integrate with OneDigital's existing systems, enabling custom fund scoring capabilities and branded reporting while supporting business intelligence needs for management and compliance teams.
Broadridge Financial Solutions (NYSE: BR) è stata scelta da OneDigital Financial Services per migliorare le operazioni nel settore delle pensioni e l'efficienza dei consulenti. La partnership implementerà la suite completa di soluzioni pensionistiche di Broadridge, che include Aggregazione Dati, servizi di Business Intelligence, il Fiduciary Focus Toolkit, RFP director, Fee Benchmarker e soluzioni proprietarie di valutazione dei fondi aziendali.
L'implementazione fornirà ai consulenti di OneDigital funzionalità avanzate come report di monitoraggio degli investimenti con scoring proprietario integrato, valutazioni migliorate dei fondi, ricerche semplificate dei fornitori di servizi, reportistica per la gestione aziendale e strumenti di controllo della conformità. Broadridge si integrerà con i sistemi esistenti di OneDigital, permettendo capacità personalizzate di scoring dei fondi e reportistica brandizzata, supportando al contempo le esigenze di business intelligence per i team di gestione e conformità.
Broadridge Financial Solutions (NYSE: BR) ha sido seleccionada por OneDigital Financial Services para optimizar sus operaciones en el negocio de jubilación y la eficiencia de sus asesores. La alianza implementará la suite integral de soluciones para jubilación de Broadridge, que incluye Agregación de Datos, servicios de Inteligencia Empresarial, Fiduciary Focus Toolkit, RFP director, Fee Benchmarker y soluciones propietarias de puntuación de fondos empresariales.
La implementación ofrecerá a los asesores de OneDigital capacidades mejoradas como informes de monitoreo de inversiones con puntuación propietaria integrada, evaluaciones de fondos mejoradas, búsquedas simplificadas de proveedores de servicios, informes de gestión empresarial y herramientas para supervisar el cumplimiento. Broadridge se integrará con los sistemas existentes de OneDigital, permitiendo puntuaciones personalizadas de fondos y reportes con marca, además de apoyar las necesidades de inteligencia empresarial para los equipos de gestión y cumplimiento.
Broadridge Financial Solutions (NYSE: BR)가 OneDigital Financial Services의 은퇴 사업 운영 및 자문 효율성 향상을 위해 선정되었습니다. 이번 파트너십을 통해 Broadridge의 종합 은퇴 솔루션 제품군이 도입되며, 여기에는 데이터 통합, 비즈니스 인텔리전스 서비스, Fiduciary Focus Toolkit, RFP director, Fee Benchmarker, 기업 독점 펀드 평가 솔루션이 포함됩니다.
이 구현을 통해 OneDigital의 자문사들은 독점 펀드 평가가 통합된 투자 모니터링 보고서, 향상된 펀드 평가, 간소화된 서비스 제공자 검색, 비즈니스 관리 보고서, 준수 감독 도구 등 강화된 기능을 제공받게 됩니다. Broadridge는 OneDigital의 기존 시스템과 통합되어 맞춤형 펀드 평가 기능과 브랜드 보고서를 지원하며, 경영진과 준수 팀의 비즈니스 인텔리전스 요구도 충족시킬 것입니다.
Broadridge Financial Solutions (NYSE : BR) a été choisie par OneDigital Financial Services pour améliorer ses opérations dans le domaine de la retraite et l'efficacité de ses conseillers. Ce partenariat mettra en œuvre la suite complète de solutions retraite de Broadridge, incluant l’agrégation de données, les services d’intelligence économique, le Fiduciary Focus Toolkit, RFP director, Fee Benchmarker et des solutions propriétaires d’évaluation des fonds d’entreprise.
La mise en place offrira aux conseillers de OneDigital des capacités renforcées telles que des rapports de suivi des investissements avec notation propriétaire intégrée, une meilleure évaluation des fonds, une recherche simplifiée des prestataires, des rapports de gestion d’entreprise et des outils de supervision de la conformité. Broadridge s’intégrera aux systèmes existants de OneDigital, permettant des notations personnalisées des fonds et des rapports brandés tout en soutenant les besoins en intelligence économique des équipes de gestion et de conformité.
Broadridge Financial Solutions (NYSE: BR) wurde von OneDigital Financial Services ausgewählt, um deren Rentengeschäft und Berater-Effizienz zu verbessern. Die Partnerschaft wird die umfassende Rentenlösungs-Suite von Broadridge implementieren, einschließlich Datenaggregation, Business-Intelligence-Dienste, Fiduciary Focus Toolkit, RFP director, Fee Benchmarker und unternehmenseigene Fondsbewertungslösungen.
Die Implementierung bietet den Beratern von OneDigital erweiterte Funktionen wie Investitionsüberwachungsberichte mit integriertem proprietärem Fondsscore, verbesserte Fondsbewertungen, vereinfachte Dienstleister-Suchen, Geschäftsmanagement-Berichte und Compliance-Überwachungswerkzeuge. Broadridge wird sich in die bestehenden Systeme von OneDigital integrieren, um individuelle Fondsscores und gebrandete Berichte zu ermöglichen und gleichzeitig die Business-Intelligence-Anforderungen von Management- und Compliance-Teams zu unterstützen.
- Strategic partnership expands Broadridge's market presence in retirement solutions
- Implementation of multiple revenue-generating products and services
- Integration with existing client systems creates stronger business relationships
- None.
Insights
Broadridge expands its retirement solutions business with OneDigital partnership, implementing multiple technology products to enhance advisor efficiency and compliance capabilities.
The partnership between Broadridge Financial Solutions and OneDigital Financial Services represents a concrete business expansion for Broadridge's retirement technology segment. According to the announcement, OneDigital will implement multiple Broadridge solutions including Data Aggregation, Business Intelligence services, Fiduciary Focus Toolkit, RFP director, Fee Benchmarker, and enterprise proprietary fund scoring solutions.
This implementation aligns with Broadridge's stated strategy of making "ongoing investments" in retirement capabilities. The company is positioning itself to address the increasing complexity in retirement planning by offering solutions that automate workflows and integrate with clients' existing systems.
The technology will serve two key functions for OneDigital: enhancing advisor efficiency at the front-end while providing compliance oversight and business intelligence tools for the home office. Key features highlighted include investment monitoring reports with integrated fund scoring, streamlined service provider searches, and compliance oversight utilities.
Broadridge's integration capabilities appear to be a selling point, with the article noting they will incorporate OneDigital's branding and custom fund scoring capabilities while connecting with existing systems. This type of integration typically creates a more embedded relationship between technology provider and client.
The retirement solutions market continues to evolve as advisory firms seek enterprise-wide platforms that can scale with their business growth, and this partnership positions Broadridge as a provider in this space. While the financial terms and specific impact remain undisclosed, securing a client that is implementing multiple product offerings represents a positive business development for Broadridge.
"We've made ongoing investments to bring our retirement capabilities to a new level to help firms accelerate modernization. Our solution is grounded in high-quality data aggregation and reporting that automate workflows and integrate a firm's proprietary branding and fund scoring to make advisors more efficient and effective," said John Faustino, Head of Data and Insight Product and Strategy and Fiduciary Solutions, Broadridge. "We are thrilled to support OneDigital in helping their advisors create better outcomes for working Americans as they grow and scale their practices."
OneDigital will implement Broadridge's suite of retirement solutions including; Retirement Data Aggregation, Business Intelligence services, Fiduciary Focus Toolkit, RFP director, Fee Benchmarker, and enterprise proprietary fund scoring solutions. OneDigital's advisors will be able to take advantage of capabilities and benefits such as investment monitoring reports with integrated OneDigital proprietary fund scoring, improved fund evaluations; streamlined service provider searches; business management reporting; compliance oversight utilities; and access to aggregated data for held away plans across recordkeepers.
"As our retirement plan business continues to grow, Broadridge's expertise and technology will support our retirement solutions at an enterprise-wide scale, which is crucial to the success of our business growth and development," said Frank Zugaro, National Vice-President of OneDigital Retirement Solutions. "Now more than ever, we will be able to deliver comprehensive, actionable data and metrics, investment insights and reporting in the OneDigital brand powered by Broadridge's fiduciary governance and enablement capabilities."
Broadridge will also integrate with OneDigital's existing capabilities, including allowing OneDigital to create sophisticated custom fund scoring capabilities to deliver investment research to the firm's advisors, the ability to tailor clear and well-designed reports in OneDigital's branding as well as deliver retirement plan data aggregation to support the business intelligence needs of management and compliance teams.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than
For more information about us, please visit www.broadridge.com
About OneDigital
OneDigital's team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital's teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in
OneDigital ® is a registered trademark of Digital Insurance LLC ("OneDigital") and is the marketing name used by Digital Insurance LLC and its affiliates to market their products and services. Each company has financial responsibility only for its own products and services. Investment advisory services offered through OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital.
Media Contacts:
Broadridge
Caroline Wolf
Prosek Partners
cwolf@prosek.com
OneDigital
Chelsea McKenna
chelsea.mckenna@onedigital.com
View original content:https://www.prnewswire.com/news-releases/onedigital-financial-selects-broadridge-technology-to-grow-retirement-practice-and-enhance-advisor-efficiency-302437086.html
SOURCE Broadridge Financial Solutions, Inc.
FAQ
What retirement solutions is Broadridge (BR) providing to OneDigital Financial Services?
How will Broadridge's technology enhance OneDigital's advisor efficiency?
What integration capabilities will Broadridge (BR) offer to OneDigital's platform?
What benefits will OneDigital's advisors gain from the Broadridge (BR) partnership?
