Aviso Advances Technology Modernization with Broadridge's Wealth Platform
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.
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.
"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
"This expanded engagement with Aviso reflects our shared commitment to transforming and modernizing the wealth management ecosystem for advisors and their clients," said
The enhanced Advisor Workstation will increase advisor productivity, enable accelerated onboarding of new tools, reduce internal integration work and costs, and provide real-time access to data and insights while digitizing operations. Aviso will be better positioned to capitalize on growth opportunities while more easily responding to industry evolution and regulatory developments.
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
About Broadridge
Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over
For more information, visit www.broadridge.com.
About Aviso
Aviso is a leading wealth and investment services provider for the Canadian financial industry, with more than $220 billion in assets under administration and management as of May 31, 2026. Guided by our values -- we care, we dare, we share, we deliver -- we're building a technology-enabled, client-centric wealth management ecosystem for partners, advisors and investors. Aviso supports over 4,600 advisors and nearly 900,000 investors.
Aviso works with over 450 partner organizations, including nearly all credit unions across Canada, as well as portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our services include an investment and mutual fund dealer, insurance and estate planning, managed assets, online brokerage and automated investing, asset management, and custodial and carrying broker solutions. For more information, visit aviso.ca.
Media Contact:
Olivia Whalen
pro-BRWAM@prosek.com
SOURCE Broadridge Financial Solutions, Inc.