Money concepts capital corp. enhances advisor productivity and client servicing capabilities with broadridge

Leveraging broadridge wealth data aggregation and financial reporting enables money concepts to create their wealth platform for the future  new york , july 6, 2023 /prnewswire/ -- money concepts capital corp. has enhanced its data management technology with the implementation of wealth data aggregation and financial reporting from global fintech leader broadridge financial solutions, inc. (nyse: br). this data aggregation, reporting and analytics solution will provide money concepts advisors with a holistic view of each client's holdings and activity across thousands of sources, gleaning insights that will enable better decision making and the provision of hyper-personalized services.
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