Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

Core Insights - Broadridge Financial Solutions has announced a strategic partnership and minority investment in Uptiq, an AI platform for financial services, aimed at modernizing wealth management and enhancing securities-based lending workflows [1][2][3] Company Overview - Broadridge Financial Solutions is a global technology leader in the financial services industry, providing transformative technology to help clients operate, innovate, and grow [4] - The company processes over 7 billion communications annually and supports daily trading of more than $15 trillion in equities and fixed income [5] Partnership Details - The integration of Uptiq's AI technology into Broadridge's Wealth Lending Network (WLN) will provide financial advisors and banks with automated solutions for securities-based lending, improving efficiency and client outcomes [1][2] - The partnership aims to address the increasing demand for AI in financial services and to create a more efficient, compliant, and personalized wealth lending process [2] Technology and Innovation - Uptiq's AI-driven platform simplifies the lending process by surfacing relevant loan options and guiding advisors, allowing them to focus on client service rather than process complexities [3] - The collaboration is expected to enhance financial advisors' access to credit solutions, improve client service, and strengthen compliance within the wealth lending ecosystem [2][3]