PivotData and Sol Hedge’s proprietary data transformation, normalization and load (ETL) processes and in-house compliance experience will provide clients with a reliable, cost-effective and timely regulatory reporting solution.
"Our partnership with Silver Wealth Technologies enables us to provide advisors with a more complete view of their books of business to better serve their clients," said Brendan McConnell, Chief Operating Officer at Brinker Capital.
Broadridge is a global Fintech leader providing technology, communications, and data and analytics solutions to financial firms in capital markets, wealth and asset management, and corporate issuers.
Additionally, many firm founders and principals are approaching retirement age, not unlike their baby-boomer clients.
Positioning Zafin to achieve its strategic objectives, the funding will help the company execute on its plan for years to come, while expanding its global market share.