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Aviso Advances Technology Modernization with Broadridge's Wealth Platform

  • 2 days ago
  • 1 min read

Broadridge Financial Solutions. (2026, June 16). Aviso advances technology modernization with Broadridge's wealth platform. Yahoo Finance. https://ca.finance.yahoo.com/news/aviso-advances-technology-modernization-broadridges-113000089.html


  • Canadian wealth services provider Aviso is collaborating with Broadridge Financial Solutions, Inc. to support the next phase of technology modernization for its Aviso Correspondent Partners business by deploying Broadridge's Wealth Platform.

  • The initiative forms part of Aviso's long-term strategic vision and expanded multi-year relationship with Broadridge, deepening collaboration 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 deliver a seamless, scalable experience for partners.

  • The enhanced Advisor Workstation is intended to 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.

  • Bill Packham, President and Chief Executive Officer of Aviso, stated that the strategy focuses on delivering smarter, more agile digital experiences for clients and advisors while creating a foundation for future innovation.

  • The modernization positions Aviso to capitalize on growth opportunities while responding more readily to industry evolution and regulatory developments.

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