The Web-based technology also allows ELE staff to log-in to the system from any location with Internet. With a single client database, advisors can see client information, prepare for client meetings and manage calendars outside of the office.
From investor subscriptions to tax accounting and report distribution, InvesTier provides a scalable, reliable solution to support multi-manager, multi-strategy, multi-class and multi-series funds.
"The acquisition of Paladyne will significantly expand Broadridge's position as a service provider to buy-side clients," stated Richard J. Daly, Chief Executive Officer, Broadridge.
Supplied by MBA Systems, the new platform is a derivative of MBA’s award-winning, Clients Direct product