Worldsource Wealth Management, IDC WIN to Leverage Broadridge’s AdvisorStream
Worldsource Wealth Management and IDC Worldsource Insurance Network Inc. are pleased to announce they have partnered with global Fintech, Broadridge Financial Solutions Inc. (NYSE: BR), to help their advisors “provide relevant, timely communications to their clients using Broadridge’s automated digital marketing platform AdvisorStream.” Doce Tomic,… Read More
Read more in: Fintech | Tagged broadridge, broadridge advisor solutions, broadridge financial solutions, doce tomic, financial services, idc win, idc worldsource insurance network, kevin darlington, phil marsillo, wealth management, worldsource, worldsource wealth management