Provisor Wealth

ProVisor® Wealth is Broadridge’s integrated wealth management solution that delivers data and workflow continuity to advisors, support staff, and clients to support the fee-based business of banks, brokerage and correspondent clearing firms.

ProVisor Wealth provides advisors with:

• A single turnkey solution to manage their relationships more effectively using ProVisor Wealth Relationship Management with features such as account opening, contact management, messaging, alerts, and calendars.
• The ability to formulate a pre-packaged portfolio or an individualized investment strategy for each client using Proposal Generation which includes comprehensive portfolio analysis, questionnaires and mapping, and asset allocation.
• Superior portfolio management capabilities with ProVisor Wealth Portfolio Management which seamlessly combines modeling, analytics, and execution to maximize client return while minimizing risk.
• Flexible order management capabilities using ProVisor Wealth Order Management which easily integrates with existing OMS software.
• Enhanced accounting functionality to manage cash flow through ProVisor Wealth Portfolio Accounting. Portfolio Accounting calculates realized/unrealized gains or losses, expected tax liability, and holding period in real-time.
• Improved performance reporting and regulatory compliance with ProVisor Wealth Performance Reporting which enables advisors to generate reports by account group, sector, asset class, style, and currency and then benchmark this data against the indices of their choice.