By Davis Janowski | July 09, 2021
Broadridge Financial Solutions and Tifin Group announced Wednesday that Broadridge will be integrating and making available to advisors a range of the latter’s startup studio and incubator’s 12 wealthtech applications, each run as a separate company.
This distribution agreement follows the April announcement of a $22.3 million Series B round of funding for Tifin from J.P. Morgan Asset Management, Morningstar and Broadridge.
Mike Alexander, president of Wealth Management at Broadridge, noted in a prepared statement that the move was meant to “deepen client relationships via personalization,” a central characteristic in many of Tifin’s offerings.
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