#United States #New York #Retirement Services #Broadridge #OneDigital

OneDigital Financial Partners with Broadridge

In a significant move to enhance retirement planning services, OneDigital Financial Services has announced its partnership with Broadridge Financial Solutions, Inc. This strategic collaboration aims to strengthen advisor efficiency and bolster OneDigital’s growing retirement business. As the world of retirement planning becomes increasingly complex, advisory firms are on the lookout for comprehensive, scalable solutions that can cater to their needs across the board.

Broadridge, a prominent player in financial solutions, will provide OneDigital with a suite of advanced tools that include data aggregation, monitoring, reporting, and their proprietary fund scoring capabilities. These features will be integrated into OneDigital's national platform, allowing advisors to focus on what truly matters: assisting plan sponsors in managing effective retirement programs.

By leveraging Broadridge's robust compliance oversight and business intelligence tools, OneDigital aims to elevate the quality of service it provides to its clients. This partnership underscores OneDigital's commitment to continuously enhancing its retirement capabilities, as articulated by John Faustino, Head of Data and Insight Product and Strategy at Broadridge. He expressed enthusiasm about supporting OneDigital's advisors and creating better outcomes for the workforce in America.

The range of solutions OneDigital will implement from Broadridge includes Retirement Data Aggregation, Business Intelligence services, and several other specialized tools designed for optimizing retirement plans. Notably, these tools come with integrated OneDigital proprietary fund scoring, which assists in enhanced fund evaluations and simplifies service provider searches. Advisors will find themselves better equipped to manage compliance oversight and gain access to vital data across various recordkeepers’ platforms.

Frank Zugaro, the National Vice-President of OneDigital Retirement Solutions, emphasized the importance of this collaboration, stating that Broadridge's expertise will play a critical role in supporting OneDigital's solutions at an enterprise scale. The goal is clear: to deliver actionable metrics, investment insights, and refined reporting that align with the OneDigital brand while leveraging Broadridge’s capabilities in fiduciary governance.

Moreover, Broadridge will augment OneDigital’s existing features, enabling the creation of tailored fund scoring and reporting solutions that facilitate smarter investment decisions for advisors. This enhances not only the advisors' efficiency but also enriches their capabilities in providing customized and relevant data to clients and stakeholders.

Overall, this collaboration between OneDigital and Broadridge is poised to make a meaningful impact in the retirement services sector. As both companies align their technology and expertise, they promise to deliver a superior experience for advisors and plan sponsors alike, ultimately driving greater success and satisfaction in retirement planning across the board.