Mandeville Wealth Services and Mandeville Private Client have selected Broadridge’s Dataphile securities processing and advisor desktop platform.
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Broadridge stated that its Dataphile solution has the unique capability to support both businesses on a single platform, which will help Mandeville to effectively grow its new businesses and achieve enterprise-wide efficiencies and scalability.
Michael Lee-Chin, founder and chairman of Mandeville Holdings, said: "Mandeville chose to partner with Broadridge for its depth of experience and because Broadridge’s Dataphile solution is the only platform in Canada that effectively supports both MFDA and IIROC businesses."
"As a wealth management organization, focusing on our clients, growing our business and operating as efficiently and effectively as possible, are our key priorities. Broadridge’s securities processing and advisor desktop solutions will support each of those priorities as well as our mission to create and preserve wealth."
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