Broadridge Financial to Provide Investment Management Services to Gluskin Sheff

Broadridge Financial Solutions, Inc. has announced the successful implementation of Broadridge’s investment management technology for Gluskin Sheff & Associates Inc. Gluskin Sheff is utilizing Broadridge’s platform of portfolio management, order management, compliance and data analytics capabilities as it scales its wealth management business for future growth. Gluskin Sheff is an independent wealth management firm that manages investment portfolios for high net worth private clients, families and select institutional investors. Gluskin Sheff’s growing business will utilize the technology for workflows and automation across an increasing set of asset classes to scale the business.