New York
17 December 2015
Reporter: Drew Nicol

Edward Jones adopts Broadridge analytics platform


Financial advisors Edward Jones will now have access to Broadridge’s Performance Analytics platform.

Through the platform, Edward Jones can offer a highly customised portfolio performance report tailored to individual investors’ personal preferences, according to Broardridge.

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 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.

More news
The latest news from Asset Servicing Times
Join Our Newsletter

Sign up today and never
miss the latest news or an issue again

Subscribe now
LAS hires fund and corporate services duo
16 January 2018 | Luxembourg | Reporter: Jenna Lomax
LAS has appointed Jean-Luc Neyens and Cornelius Bechtel to strengthen the firm’s fund and corporate services
DTCC hires new data services director
16 January 2018 | New York | Reporter: Jenna Lomax
Lind will be responsible for guiding data businesses, including services that leverage data derived from DTCC’s global processing platforms
Confluence sets its predictions for 2018
16 January 2018 | Pittsburgh | Reporter: Jenna Lomax
Confluence expects to see “eventual positive systemic change” when meeting new back-office demands
Tadawul initiates new measures for market efficiency
16 January 2018 | Riyadh | Reporter: Jenna Lomax
The Saudi Stock Exchange Tadawul has implemented new measures in an effort to raise market efficiency, boost investor access, security and liquidity
Tom Carey takes on new role at Broadridge
16 January 2018 | New York | Reporter: Zsuzsa Szabo
Broadridge Financial Solutions has appointed Tom Carey to head up the firm’s new international business Broadridge International
Raymond James selects Red Deer for MiFID II
16 January 2018 | London | Reporter: Jenna Lomax
Raymond James Investment Services has chosen Red Deer’s research valuation management solution to adhere to MiFID II
SWIFT and CSDs join forces on proxy voting DLT
15 January 2018 | Brussels | Reporter: Jenna Lomax
SWIFT and seven CSDs have partnered to explore how distributed ledger technology could be implemented in proxy voting and for digital assets
More news