Broadridge has implemented its investment management technology for Gluskin Sheff + Associates, an independent wealth management firm.
Gluskin Sheff has utilised Broadridge’s platform of portfolio management, order management, compliance and data analytics capabilities as it scales its wealth management business for future growth.
The firm’s growing business will utilise the technology for workflows and automation across an increasing set of asset classes to scale the business.
Jeff Moody, president and CEO at Gluskin Sheff, commented: "Working with Broadridge allows our firm to pursue and execute on growth opportunities with technology rather than increased headcount. Broadridge's flexible integration capabilities have expanded connectivity and application integration to support new and existing business requirements."
Eric Bernstein, Broadridge's head of asset management solutions, added: "As we expand our wealth management footprint in Canada, we are delighted that Gluskin Sheff has chosen Broadridge to deliver a scalable and modern investment management platform.”
.jpg)