Financial and Business News

Broadridge Expands Digital Distribution with AdvisorTarget Acquisition

Thursday, 30/05/2024 | 13:32 GMT by Tareq Sikder
  • AdvisorTarget's data will enhance Broadridge's market intelligence for asset managers.
  • DC Advisory advised Broadridge, while Broadhaven Capital Partners advised AdvisorTarget in the acquisition.
Broadridge

Broadridge Financial Solutions, Inc. has announced its acquisition of AdvisorTarget, a company known for providing asset management and wealth management firms with data products aimed at enhancing digital marketing, sales, and engagement programs targeting financial advisors.

Offering Global Market Intelligence

This acquisition will integrate AdvisorTarget's advisor insights into Broadridge's existing data and analytics offerings, which is expected to help asset managers better target advisors and support their growth strategies.

Dan Cwenar, Head of Data and Analytics at Broadridge
Dan Cwenar, Head of Data and Analytics at Broadridge, Source: LinkedIn

Broadridge is a provider of market intelligence for asset managers, offering insights on retail and institutional fund distribution on a global scale. The company's data is derived from proprietary business processes.

It combines quantitative and qualitative datasets with advisory solutions provided by industry experts. This combination allows asset managers to make strategic decisions, allocate resources effectively, and accelerate growth.

Dan Cwenar, Head of Data and Analytics at Broadridge, said: "Our clients will benefit from a more fully integrated, data-driven, digital marketing and sales offering to achieve sales efficiencies, improve customer experiences, and enhance sales and revenue opportunities. With growing pressure on distribution costs, digital marketing programs have taken on a larger role to help asset managers and others improve engagement with advisors and identify stronger opportunities."

Acquisition Bolsters Data Capabilities

Duncan MacDonald-Korth, Founder and Head of AdvisorTarget
Duncan MacDonald-Korth, Founder and Head of AdvisorTarget, Source: LinkedIn

AdvisorTarget specializes in collecting advisor behavioral intent data, assisting asset managers in identifying new advisor relationships where purchase intent matches product strengths. DC Advisory acted as the exclusive financial advisor to Broadridge in this transaction, while Broadhaven Capital Partners served as the exclusive financial advisor to AdvisorTarget.

Duncan MacDonald-Korth, Founder and ongoing Head of AdvisorTarget, commented: "Not only will this acquisition turbo charge AdvisorTarget's next phase of growth and perfectly integrate with Broadridge's market-leading analytics offerings, but it will finally solve the advisor distribution riddle for our clients. Together, we look forward to creating new and exciting solutions to accelerate growth for asset and wealth managers."

Broadridge Financial Solutions, Inc. has announced its acquisition of AdvisorTarget, a company known for providing asset management and wealth management firms with data products aimed at enhancing digital marketing, sales, and engagement programs targeting financial advisors.

Offering Global Market Intelligence

This acquisition will integrate AdvisorTarget's advisor insights into Broadridge's existing data and analytics offerings, which is expected to help asset managers better target advisors and support their growth strategies.

Dan Cwenar, Head of Data and Analytics at Broadridge
Dan Cwenar, Head of Data and Analytics at Broadridge, Source: LinkedIn

Broadridge is a provider of market intelligence for asset managers, offering insights on retail and institutional fund distribution on a global scale. The company's data is derived from proprietary business processes.

It combines quantitative and qualitative datasets with advisory solutions provided by industry experts. This combination allows asset managers to make strategic decisions, allocate resources effectively, and accelerate growth.

Dan Cwenar, Head of Data and Analytics at Broadridge, said: "Our clients will benefit from a more fully integrated, data-driven, digital marketing and sales offering to achieve sales efficiencies, improve customer experiences, and enhance sales and revenue opportunities. With growing pressure on distribution costs, digital marketing programs have taken on a larger role to help asset managers and others improve engagement with advisors and identify stronger opportunities."

Acquisition Bolsters Data Capabilities

Duncan MacDonald-Korth, Founder and Head of AdvisorTarget
Duncan MacDonald-Korth, Founder and Head of AdvisorTarget, Source: LinkedIn

AdvisorTarget specializes in collecting advisor behavioral intent data, assisting asset managers in identifying new advisor relationships where purchase intent matches product strengths. DC Advisory acted as the exclusive financial advisor to Broadridge in this transaction, while Broadhaven Capital Partners served as the exclusive financial advisor to AdvisorTarget.

Duncan MacDonald-Korth, Founder and ongoing Head of AdvisorTarget, commented: "Not only will this acquisition turbo charge AdvisorTarget's next phase of growth and perfectly integrate with Broadridge's market-leading analytics offerings, but it will finally solve the advisor distribution riddle for our clients. Together, we look forward to creating new and exciting solutions to accelerate growth for asset and wealth managers."

Topics
Broadridge Financial Solutions
Acquisition
fintech
institutional
Broadridge
About the Author: Tareq Sikder
Tareq Sikder
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A Forex technical analyst and writer who has been engaged in financial writing for 12 years.

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