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Norm Eaker, a principal at Edward Jones, said: "Now our 12,000-plus financial advisors are always ready when a client asks: "'How am I doing today?' Our financial advisors are thrilled with the high level of personal service they can offer to their clients. Broadridge's Aspire Performance Reporting service gave us a new and unique solution that made it technically and economically practical to take this step."
Broadridge's Aspire Performance Reporting service was built to offer functionality and economic value to broker-dealers looking to extend or enhance a performance offering for all their customers. Aspire provides dramatically higher capacity than ever before available, at dramatically lower cost-per-account, with a full range of highly sophisticated analytical capabilities, the company said in a release. The service provides daily performance returns - calculated by security, strategy, account, household, and composite -- for any user-selected period.
"Edward Jones is one of the most highly-respected and nationally-recognized firms in our industry, and we're delighted to have them as the first client to take advantage of our new Aspire Performance Reporting service," said Charlie Marchesani, President, Securities Processing Solutions-US, Broadridge."We built our Aspire Performance Reporting engine with the goal of providing the differentiating capability for our users to cost-effectively offer performance reporting to all their clients. We are very proud to have worked with Edward Jones to implement Aspire Performance consistent with this goal and to provide exceptional value to all their financial advisors and clients," Marchesani added.
This deployment expands the extensive partnership between Broadridge and Edward Jones. Edward Jones also uses Broadridge's brokerage processing, tax-lot accounting, and other core processing services.
