RFP News

Published on Mar 13, 2010

Edward Jones has implemented Aspire® Performance Reporting service from Broadridge Financial Solutions, Inc. for its nearly seven million retail clients. More than 12,000 Edward Jones financial advisors can now use Broadridge`s Aspire Performance Reporting to deliver premium performance reporting to all of their clients - perhaps the largest on-demand performance reporting solution in the industry.

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.

Broadridge`s Aspire Performance Reporting service includes the following benefits:

-- Offers time- and dollar-weighted calculations, net or gross of fees,
-- Supports standard and composite benchmarks and provides extensive performance analytics, including standard deviation, Sharpe Ratio, alpha and beta statistics,
-- Provides multi-currency/multi-strategy processing and reporting.

Norm Eaker, a principal, Edward Jones:

"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."

Greg Johnson, an Edward Jones financial advisor from Tennessee:

"Having a succinct and understandable performance report adds to our ability to meet client needs. It will allow me to provide much better service in the future!"

Charlie Marchesani, President, Securities Processing Solutions-US, Broadridge:

"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." *

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