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Broadridge vs Moxy by Advent

People
BroadridgeWealth Management Platforms
Moxy by AdventRAG Platforms
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Wealth Management Platforms

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Wealth Management Platforms

Overview
Focus
Wealth Management Platforms
RAG Platforms
Product
Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions.
Trade order management system from Advent used by investment managers for multi-asset trading workflows.
Headquarters
Lake Success, New York
New York, New York
Company size
10,001+ employees
201-500 employees
Founded
2007
1995
Pricing details
Source updated
Nov 2, 2026
Oct 29, 2026

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Wealth Management Platforms