Wealthtech Gluskin Sheff turns to Broadridge tech
Gluskin Sheff and Associates has implemented Broadridge’s investment management technology platform.
The platform includes portfolio management, order management, compliance and data analytics capabilities, as the company wants to scale its wealth management business.
Gluskin Sheff is an independent wealth management firm that manages portfolios for high net worth private clients, families and select institutional investors.
Jeff Moody, president and chief executive officer at Gluskin Sheff, highlights Broadridge’s integration capabilities that have expanded connectivity and application integration to support new business requirements.
The firm will utilise the technology for workflows and automation across various asset classes.
Eric Bernstein, Broadridge’s head of asset management solutions, says the supplier is looking to work with more wealth managers in Canada.
Israel is another geography that is seeing increased interest by Broadridge.
Just last month, Broadridge acquired a part of the private fund regulatory reporting capabilities from PivotData, a data warehouse and compliance reporting solutions platform for the investment community, and its partner Sol Hedge.