Leading Canadian wealth services provider Aviso is collaborating with global Fintech leader Broadridge Financial Solutions, Inc. to support the next phase of technology modernization for its Aviso Correspondent Partners business by deploying Broadridge's Wealth Platform.
Strategic Vision for Modernization
As part of its long-term strategic vision and expanded multi-year relationship with Broadridge, Aviso is evolving the systems that support partners to enable modern, flexible technology that drives innovation, advisor productivity, and long-term growth while enhancing the overall client experience. This includes deepening its collaboration with Broadridge as part of a broader partner ecosystem.
Leveraging Next-Generation Technology
Aviso will leverage Broadridge's Wealth Platform, which provides a next-generation open API architecture and innovative Advisor Workstation components. The solution combines Broadridge's technology and books and records engine with Aviso's own capabilities and select third-party partner applications to offer a seamless, scalable experience for partners, advisors, and clients.
Executive Insights
“Our strategy is focused on delivering smarter, more agile digital experiences for our clients and advisors, while creating a strong foundation for future innovation,” said Bill Packham, President and Chief Executive Officer of Aviso. “Broadridge's platform approach complements our vision by enabling us to integrate the best available capabilities across our own technology, Broadridge's solutions, and other valued partners. This collaboration builds on our long-lasting relationship with Broadridge and positions us to deliver a future-ready platform that enhances advisor productivity and client experiences.”
“This expanded engagement with Aviso reflects our shared commitment to transforming and modernizing the wealth management ecosystem for advisors and their clients,” said Karin Kirkwood, President, Broadridge Canada. “We're proud to deepen our collaboration with Aviso and play a key role in enabling their transformation. As a trusted provider of industry expertise and transformative technology, Broadridge supports large-scale modernization efforts across the financial services sector, helping forward-looking firms like Aviso lead with agility, confidence, and impact.”
Benefits of the Enhanced Platform
- Increased advisor productivity
- Accelerated onboarding of new tools
- Reduced internal integration work and costs
- Real-time access to data and insights
- Digitized operations
Aviso will be better positioned to capitalize on growth opportunities while more easily responding to industry evolution and regulatory developments.
Broadridge's Role in Wealth Management
With an agile and scalable platform, Broadridge empowers wealth management firms to streamline operations, accelerate digital transformation, and unlock growth. As the Canadian wealth industry prioritizes modernization of their front- and middle-office operations, Broadridge's integrated, future-ready platform serves as a strategic differentiator, enabling leading firms to shape the future of wealth management in Canada.
About Broadridge
Broadridge Financial Solutions is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. The company powers investing, governance, and communications for its clients, driving operational resiliency, elevating business performance, and transforming investor experiences.
