Broadridge Financial Solutions, Inc. (NYSE:BR) has made a strategic enhancement to its Wealth Aggregation and Insights platform that will help financial advisors develop greater portfolio personalization aligned with their clients’ core values.
Broadridge has integrated YourStake’s proprietary Values Questionnaire and aggregated values-based data analytics, into its advisor platform. These insights will allow advisors to recommend an investment approach that avoids or increases exposure to specific companies, sectors, or business practices based on their clients’ intrinsic beliefs.
Providing value-based investing enables financial advisors to differentiate and elevate their services beyond customary risk and return dialogues and provide hyper-personalized, intuitive, and holistic guidance to their clients.
“Broadridge…
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