OneDigital Financial Services has announced a strategic partnership with Broadridge Financial Solutions to enhance advisor efficiency and support the firm’s expanding retirement business.
OneDigital Financial Partners with Broadridge to Enhance Retirement Services
The collaboration will integrate Broadridge’s data aggregation, reporting, and proprietary fund scoring capabilities into OneDigital’s national platform.
This new partnership aims to streamline the retirement planning process, offering OneDigital’s advisors more time to assist clients with effective retirement programmes. Additionally, the firm’s home office will benefit from improved compliance oversight and advanced business intelligence tools.
John Faustino, Head of Data and Insight Product and Strategy at Broadridge, commented, “We’re thrilled to support OneDigital in helping their advisors create better outcomes for working Americans as they grow and scale their practices.”
Broadridge’s suite of retirement solutions will include services such as Retirement Data Aggregation, Fiduciary Focus Toolkit, Fee Benchmarker, and investment monitoring reports. OneDigital’s advisors will have access to enhanced fund evaluations, streamlined service provider searches, and more sophisticated business management reporting, all tailored to the firm’s branding.
Frank Zugaro, National Vice-President of OneDigital Retirement Solutions, highlighted the importance of the partnership, stating, “Broadridge’s technology and expertise will allow us to deliver comprehensive, actionable data and insights that are essential to our growth and development.”
This collaboration marks a significant step in OneDigital’s mission to modernise and scale its retirement planning services.
