Press Release

OneDigital Financial Selects Broadridge Retirement Technology to Grow Retirement Practice and Enhance Advisor Efficiency

Issued by OneDigital

Apr. 27, 2025

Overland Park, KS -- OneDigital Investment Advisors LLC With retirement planning becoming increasingly complex and advisory firms demanding enterprise-wide technology solutions tailored to meet client needs, OneDigital Financial Services has selected Broadridge Financial Solutions, Inc. (NYSE: BR) for its data aggregation, monitoring, reporting and custom fund scoring solutions. OneDigital’s implementation will enable its advisors to spend more time helping plan sponsors run effective retirement plans for employees while providing the OneDigital home office the necessary compliance oversight and data intelligence required to efficiently support their business.

We’ve made ongoing investments to bring our retirement capabilities to a new level to help firms accelerate modernization. Our solution is grounded in high-quality data aggregation and reporting that automate workflows and integrate a firm’s proprietary branding and fund scoring to make advisors more efficient and effective. We are thrilled to support OneDigital in helping their advisors create better outcomes for working Americans as they grow and scale their practices.   —John Faustino, Head of Data and Insights, Product, Strategy and Fiduciary Solutions, Broadridge.

OneDigital will implement Broadridge’s suite of retirement solutions including; Retirement Data Aggregation, Business Intelligence services, Fiduciary Focus Toolkit, RFP director, Fee Benchmarker, and enterprise proprietary fund scoring solutions. OneDigital’s advisors will be able to take advantage of capabilities and benefits such as investment monitoring reports with integrated OneDigital proprietary fund scoring, improved fund evaluations; streamlined service provider searches; business management reporting; compliance oversight utilities; and access to aggregated data for held away plans across recordkeepers.

As our retirement plan business continues to grow, Broadridge’s trusted expertise and technology will support our best-in-class retirement solutions at an enterprise-wide scale, which is crucial to the success of our business growth and development. Now more than ever, we will be able to deliver comprehensive, actionable data and metrics, investment insights and reporting in the OneDigital brand powered by Broadridge’s fiduciary governance and enablement capabilities.”   —Frank Zugaro, National Vice President, Retirement Solutions at OneDigital Investment Advisors

Broadridge will also integrate with OneDigital’s existing capabilities, including allowing OneDigital to create sophisticated custom fund scoring capabilities to deliver investment research to the firm’s advisors, the ability to tailor clear and well-designed reports in OneDigital’s branding as well as deliver retirement plan data aggregation to support the business intelligence needs of management and compliance teams.

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries. For more information about us, please visit www.broadridge.com

About OneDigital

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience.

Built to create meaningful impact for you, your business and your people. As advisors, collaborative partners, and fierce advocates, we offer tailored solutions designed to drive health, success and financial security, to ensure every client achieves their unique goals.

At OneDigital, we’re redefining how businesses and individuals overcome challenges by leveraging cutting-edge technology and AI-powered tools. Our approach integrates advanced technology with expert guidance and dedicated service, providing the resources needed to work more intuitively, improve efficiency, and deliver greater impact for every client we serve.

Investment advice offered through OneDigital Investment Advisors LLC. Broadridge Financial Solutions and OneDigital are separate and unaffiliated entities.

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