LAKE SUCCESS, N.Y.,
Dec. 17, 2015 /PRNewswire/
-- Broadridge Financial Solutions, Inc. (NYSE: BR) today
announced that Edward Jones financial advisors will have access to
Broadridge's Performance Analytics platform, delivering a flexible,
highly transparent performance reporting and analytics tool for
retail investors.
Through Broadridge's Performance Analytics platform, Edward
Jones financial advisors can deliver in a highly customized
portfolio performance report tailored to individual investors'
personal preferences. Broadridge's platform will enable Edward
Jones to deliver real-time portfolio analytics and reporting for
financial advisors and their clients.
"Through the new Performance Analytics platform, Edward Jones
financial advisors and their clients have the ability to access and
view details on their investment portfolios' performance according
to their individual needs and preferences," said Tom Migneron, principal in Operations at Edward
Jones. "We have partnered with Broadridge to develop this premier
and highly customizable platform, a critical component of a
successful advice model."
The Performance Analytics platform provides reconciled
performance reporting from the previous day's market close.
Reporting is provided at the household, client, account and
securities levels with both time- and dollar-weighted rates of
return, and can calculate these analytics for custom time periods
as a financial advisor or client requests. Reports are branded and
configured by the financial advisor to ensure accurate, detailed
and timely information on a client's investments.
"Edward Jones' competitive
advantage is creating the ideal client experience, delivering
technologies that will aid both financial advisors and their
clients," said Traci Mabrey, head of
Wealth Solutions, Broadridge Global Technology and Operations.
"As firms move away from a product-centric offering toward a
holistic advisory model, financial advisors have a huge opportunity
to transition to a holistic goal-based advice model, and focus on
investment performance tailored to their clients' financial
goals."
About Broadridge
Broadridge Financial Solutions, Inc.
(NYSE: BR) is the leading provider of investor communications and
technology-driven solutions for broker-dealers, banks, mutual funds
and corporate issuers globally. Broadridge's investor
communications, securities processing and managed services
solutions help clients reduce their capital investments in
operations infrastructure, allowing them to increase their focus on
core business activities. With over 50 years of experience,
Broadridge's infrastructure underpins proxy voting services for
over 90% of public companies and mutual funds in North America, and processes on average
$5 trillion in equity and fixed
income trades per day. Broadridge employs approximately 7,400
full-time associates in 14 countries. For more information about
Broadridge, please visit www.broadridge.com.
About Edward Jones
Edward Jones, a FORTUNE 500 firm,
provides financial services for individual investors in
the United States and, through its
affiliate, in Canada. Every aspect
of the firm's business, from the types of investment options
offered to the location of branch offices, is designed to cater to
individual investors in the communities in which they live and
work. The firm's 13,000-plus financial advisors work directly with
nearly 7 million clients to understand their personal goals
— from college savings to retirement — and create
long-term investment solutions that emphasize a well-balanced
portfolio and a buy-and-hold strategy. Edward Jones embraces the
importance of building long-term, face-to-face relationships with
clients, helping them to understand and make sense of the
investment options available today.
Media
Contacts
|
|
Kate
McGann
|
Brett
Philbin
|
Broadridge
|
Edelman
|
Katherine.mcgann@broadridge.com
|
broadridge@edelman.com
|
212.981.1395
|
212.704.8263
|
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SOURCE Broadridge Financial Solutions, Inc.