Broadridge Financial Solutions has extended its multi-year digital wealth platform alliance with IG Wealth Management, part of the IGM Financial family of companies.

The deal allows IG Wealth Management to use Broadridge’s R.Broker solution to augment advisor team productivity and improve client experience.

R.Broker solution offers digital, front-to-back full-service capabilities for the Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association of Canada (MFDA) advisors on a single unified platform.

Part of the Broadridge Wealth Platform, the platform augments productivity of financial advisors by improving client experience and digitising enterprise-wide operations.

Broadridge general manager, Global Technology and Operations Canada, Karin Yorfido said: “Building on a successful five-year partnership, Broadridge is thrilled to expand our relationship with a company that shares our commitment to digital transformation.

“The Broadridge R.Broker Wealth solution provides IG with enterprise-wide benefits through streamlined operations, timely access to market product advantages and the ability to consistently offer products and services across any channel. IG is well positioned to continue to grow its business with the continuous wealth innovation provided through the Broadridge solution.”

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

IG Wealth Management will deploy Broadridge’s capabilities such as core record keeping, regulatory capabilities for STP processing across currencies, dealers, regulations and jurisdictions. IGM Financial COO Mike Dibden said: “This extended partnership furthers IG’s ongoing digital transformation as we advance our technology infrastructure to best serve the financial needs of Canadians and engage with industry-leading organizations to provide best-in-class technology solutions for our clients.