Broadridge Financial Solutions, Inc. announced today that full-service investment dealer Edward Jones has signed a multi-year contract to have Broadridge implement an integrated brokerage solution to support Edward Jones’ extensive retail business in Canada.
Broadridge, which already provides trading technology to Edward Jones in the United States and the United Kingdom, is leveraging its knowledge of the firm to implement an end-to-end self-clearing platform, including the ProVisor advisor desktop in Canada. The ProVisor desktop will be enhanced to include customized workflow functionality, which will increase efficiencies for Edward Jones Canada’s network of advisors.
“The breadth of services and self-clearing advantages that Broadridge’s platform will enable us to deliver will provide new tools and efficiencies critical to the financial advisors and investors we work with,” says Gary Reamey, principal and country leader for Edward Jones’ Canadian operations. “We believe that our relationship with Broadridge will ensure a smooth transition to self-clearing our operations and allow us to provide unique and differentiating services to our advisors and their clients,” adds Reamey.
Broadridge is a leading global provider of technology-based outsourcing solutions to the financial services industry.
Edward Jones extends Broadridge platform to Canadian advisors
- By: IE Staff
- June 23, 2008 June 23, 2008
- 14:55