Worldsource Wealth Administration, IDC WIN accomplice with Broadridge

Worldsource Wealth Administration and IDC Worldsource Insurance coverage Community Inc. have partnered with Broadridge Monetary Options Inc. (NYSE:BR), to assist their advisors present related, well timed communications to their purchasers utilizing Broadridge’s automated digital advertising platform AdvisorStream.

“As investor expectations and the character of digital interactions evolve, the Canadian wealth administration business goes by way of extraordinary change and at Worldsource, we’re excited as we proceed to develop and increase our digital choices.” mentioned Doce Tomic, President of Worldsource Wealth Administration. “We stay up for leveraging the complete suite of Broadridge’s AdvisorStream platform to deepen advisor connections with purchasers and prospects by way of hyper-relevant content material.”

“Our goal is to offer the progressive companies and instruments that advisors want in at present’s digital-focused world,” continued Phil Marsillo, President and CEO, IDC WIN. “Shoppers need knowledgeable, constant and personalised communication with their advisor. AdvisorStream’s intuitive platform and spectacular content material can assist our advisors ship these communications in considerate, intentional methods whereas being scalable to regulate to the advisor’s wants.”

“AdvisorStream’s investor-centric strategy to advertising supplies Worldsource and IDC WIN with the digital instruments they should educate, interact and empower traders.,” mentioned Kevin Darlington, Head of Broadridge Advisor Options. “Their advisors will quickly have the ability to talk instantly with purchasers to drive engagement and develop their shopper relationships by way of every stage of the investor lifecycle.”

Broadridge’s AdvisorStream is an all-in-one content material advertising platform. It leverages an omni-channel strategy to empower advisors to ship pertinent communications to purchasers on the proper time by way of their most well-liked channels. The platform offers advisors the flexibility to interact in real-time, two-way interplay with purchasers and prospects to domesticate their networks and develop present shopper relationships.

By using AdvisorStream’s intensive library of content material completely licensed from the world’s most trusted suppliers, together with main North American publishers, the platform helps drive elevated model visibility for advisors. It’s also aligned with the Canadian On-line Information Act, or Invoice C-18, that governs the licensing necessities for content material.

AdvisorStream is a part of the Broadridge Wealth Platform, a next-generation, component-based ecosystem that enables advisors and wealth managers to develop their enterprise by rising digital shopper engagement and streamlining legacy expertise.