Broadridge Financial Solutions Partners with Wix to Transform Advisor Marketing Strategies

Broadridge Financial Solutions Enhances Advisor Marketing with Wix Partnership

Broadridge Financial Solutions, Inc., a prominent player in the fintech sector, introduces advanced enhancements to its advisor marketing solutions. On September 8, 2025, the company announces a collaboration with Wix.com to launch new website creation tools aimed at empowering wealth firms and their advisors. This initiative is a timely response to the evolving landscape where a significant transfer of wealth is occurring, particularly towards younger, tech-savvy investors who demand personalized advice and seamless digital experiences.

The enhancements focus on enabling advisors to establish a robust online presence that meets the expectations of modern investors. Kristy Smith, General Manager of Broadridge Advisor Solutions, highlights the need for effective marketing strategies that allow advisors to foster stronger client relationships while ensuring compliance. A recent study by Broadridge reveals that a staggering 62% of advisors consider their websites ineffective for lead generation, with only 40% using personalization to connect with client interests. To combat these challenges, Broadridge's updated Wix-powered solution streamlines the creation of mobile-first websites tailored specifically for wealth management, integrating compliance measures and analytics to enhance performance.

These advancements are not just about technology; they represent a strategic shift in how advisors can leverage digital tools to build trust and grow their businesses. By providing built-in compliance workflows and performance insights, Broadridge's initiative empowers advisors to focus on what matters most—delivering quality advice to their clients. The goal is to redefine the future of advisor marketing, ultimately enhancing the overall client experience while adapting to the rapidly changing expectations of investors.

In addition to the marketing enhancements, Broadridge also announces its acquisition of iJoin on September 9, 2025. This acquisition is set to improve the onboarding, engagement, and analytics capabilities of retirement plan participants. Mike Tae, Broadridge's Group President, underscores the growing demand for personalized retirement solutions and the necessity of sophisticated tools to enhance participant experiences. The integration of iJoin’s technology with Broadridge’s existing retirement services will create a comprehensive suite aimed at improving participant outcomes and operational efficiency.

Moreover, Broadridge’s Distributed Ledger Repo (DLR) platform processes over $280 billion in average daily repo transactions in August 2025. This significant volume underscores the growing market adoption of blockchain technology within capital markets, positioning Broadridge as a leader in innovative, technology-driven solutions. As the demand for tokenization continues to rise, Broadridge’s DLR platform is set to enhance liquidity and efficiency, marking a pivotal moment in the evolution of financial services.