- Broadridge Financial Solutions (BR, Financial) partners with OneDigital Financial Services to boost retirement practice and advisor efficiency.
- Integration includes data aggregation, business intelligence, and custom fund scoring capabilities.
- Implementation enhances investment monitoring, fund evaluations, and compliance oversight for OneDigital advisors.
Broadridge Financial Solutions, Inc. (BR) has been selected by OneDigital Financial Services to enhance its retirement business operations and improve advisor efficiency. This strategic partnership will see the implementation of Broadridge's comprehensive suite of retirement solutions, which includes Data Aggregation, Business Intelligence services, the Fiduciary Focus Toolkit, RFP director, Fee Benchmarker, and proprietary fund scoring solutions.
The integration of these technologies will enable OneDigital's advisors to benefit from advanced capabilities such as improved investment monitoring reports with integrated proprietary fund scoring, enhanced fund evaluation processes, and streamlined service provider searches. These features are designed to automate workflows, allowing advisors to focus more on assisting plan sponsors with managing effective retirement programs.
Broadridge will incorporate these solutions into OneDigital's existing systems, providing custom fund scoring capabilities and branded reporting. This integration is anticipated to support the business intelligence needs for management and compliance teams, ensuring robust compliance oversight and enhanced business performance.
The collaboration reflects Broadridge's ongoing investment strategy to address the complexities of retirement planning, positioning itself as a leading provider of scalable, enterprise-wide retirement solutions. This development highlights Broadridge's market presence expansion in the retirement services sector, aligning with the industry's demand for integrated and efficient advisory technology solutions.
