
Edward Jones Adopts Broadridge-backed Performance Analytics Platform for Retail Investors
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Broadridge Financial Solutions, Inc.(NYSE: BR) today announced that Edward Jones financial advisors will have access to Broadridge’s Performance Analytics platform, delivering a flexible, highly transparent performance reporting and analytics tool for retail investors.
Through Broadridge’s Performance Analytics platform, Edward Jones financial advisors can deliver in a highly customized portfolio performance report tailored to individual investors’ personal preferences. Broadridge’s platform will enable Edward Jones to deliver real-time portfolio analytics and reporting for financial advisors and their clients.
“Through the new Performance Analytics platform, Edward Jones financial advisors and their clients have the ability to access and view details on their investment portfolios’ performance according to their individual needs and preferences,” said Tom Migneron, principal in Operations at Edward Jones. “We have partnered with Broadridge to develop this premier and highly customizable platform, a critical component of a successful advice model.”
The Performance Analytics platform provides reconciled performance reporting from the previous day’s market close. Reporting is provided at the household, client, account and securities levels with both time- and dollar-weighted rates of return, and can calculate these analytics for custom time periods as a financial advisor or client requests. Reports are branded and configured by the financial advisor to ensure accurate, detailed and timely information on a client’s investments.
“Edward Jones’ competitive advantage is creating the ideal client experience, delivering technologies that will aid both financial advisors and their clients,” said Traci Mabrey, head of Wealth Solutions, Broadridge Global Technology and Operations.
“As firms move away from a product-centric offering toward a holistic advisory model, financial advisors have a huge opportunity to transition to a holistic goal-based advice model, and focus on investment performance tailored to their clients’ financial goals.”