Bringing you live news and features since 2006 

Mandeville selects Broadridge to power wealth management platform

RELATED TOPICS​

Mandeville Wealth Services and Mandeville Private Client are to be powered by Broadridge Financial Solutions’ Dataphile securities processing and adviser desktop platform.

 
Although securities and mutual fund dealers are separately regulated entities, Broadridge’s Dataphile solution can support both businesses on a single platform, which will help Mandeville to grow its new businesses and achieve enterprise-wide efficiencies and scalability.
 
"Mandeville chose to partner with Broadridge for its depth of experience and because Broadridge’s Dataphile solution is the only platform in Canada that effectively supports both MFDA and IIROC businesses," says Michael Lee-Chin, founder and chairman of Mandeville Holdings. "As a wealth management organisation, focusing on our clients, growing our business and operating as efficiently and effectively as possible, are our key priorities. Broadridge’s securities processing and advisor desktop solutions will support each of those priorities as well as our mission to create and preserve wealth."
 
Broadridge’s platforms have supported processing of both securities and mutual funds in Canada for over 30 years. The financial services market is increasingly complex with changing regulations, heightened legal and compliance issues, and sophisticated clients with complicated demands. The ability to process on a single platform can s increase a company’s ability to respond promptly and potentially reduce risk and costs.
 
"The financial services industry is transforming at a rapid pace. Companies require smart solutions to allow them to bring products to market quickly and to help them meet increasingly stringent regulatory demands," says Michael Dignam (pictured), president, Broadridge, Canada. "Broadridge is committed to partnering with our clients and providing them with the technology and processing solutions to succeed and differentiate themselves in this changing environment."
 
The Mandeville partnership with Broadridge was established in 2012 and the implementation of the securities processing and adviser desktop solutions was completed in the spring of 2013.

Latest News

Amundi’s ETF Market Flows Analysis for May finds that global ETF inflows were EUR105.1 billion with US-domiciled equity funds accounting..
MerQube has announced the appointment of Dave Mueller as Chief Financial Officer. Mueller brings 17 years experience operating in corporate..
Northern Trust Asset Management (NTAM), has announced that David Abner is joining as Head of Global ETFs and Funds...
Nvidia’s market cap surge to more than USD3 trillion making it the second most valuable company in the world almost..

Related Articles

CN Tower, Toronto
The winners were announced in the second ETF Express Canadian awards at the event held at The Quay in Toronto,...
Darren Johnson, Komainu
Custody specialist, Komainu, was launched in 2018 as a joint venture between Nomura, digital-asset investment manager, CoinShares and blockchain business,...
Stuart Chaussee
In January this year, global data and business intelligence platform, Statista reported that there are now more than 8000 ETFs...
Ethereum coin
Last week saw Australia launch spot bitcoin ETFs, with Matteo Greco, Research Analyst at Fineqia International, writing that Monochrome Asset...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by