FinTech
NAPAFIRMPARTNERS
New York, NY • Broadridge.com
New York, NY • getcandidly.com
Broadridge Financial Solutions
Candidly
Key Contact(s)
Key Contact(s)
Tim Slavin 212.973.6102 • Timothy.Slavin@Broadridge.com Advisor Sales 866.390.5080 • Fi360Sales@Broadridge.com
Meera Oliva meera.oliva@getcandidly.com
Firm Profile In Business Since: 1962 Broadridge Retirement and Workplace is the premier independent provider of technology, analytics, and education solutions for advisors, investment managers, and retirement providers. The end-to-end offering helps clients scale their business, improve risk management, and accelerate topline growth. Solutions like trust and custody services, trade processing, fiduciary practice management tools and training, participant communications, investment reporting, business intelligence, and more help the industry engage, educate, and support Americans saving for retirement. Today, Broadridge Retirement and Workplace administers over $700B in assets, serving more than 30,000 retirement plan advisors, over 12,000 AIF® designees, and over 500 financial services providers of all sizes.
Product / Service Category • Advice/Guidance • Administrative Services • Trustee/Custody • Consulting/Plan Design • Participant Communications • Tracking/identifying lost Participants • Software • Advisor dashboard • Other
Product / Service Description
Firm Profile In Business Since: 2016 Candidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses and empowers people to make simultaneous progress on paying down student debt and building wealth. Candidly partners with leading employers, and financial services companies serving the workplace like 401(k) and 403(b) record keepers, retirement plan advisors, and more, creating a holistic and inclusive workplace benefit with its embedded finance solution.
Product / Service Category • Financial wellness • Software • Other
Product / Service Description Candidly helps users optimize their student loan repayment strategies by selecting and applying for income driven repayment plans and public service loan forgiveness. It also enables users to make extra payments on their student loans by rounding up spare change, setting up autopayments, and turning cashback dollars into payments. Candidly also provides financial literacy content, and a curated lending marketplace that enables users to access the lowest cost of capital when borrowing to pay for college. Candidly also facilitates employer-sponsored benefits like tax-free contributions to student loans (up to $5,250 annually), SECURE Act 2.0-compliant student loan retirement match programs and emergency savings plans, and other services like coaching and tuition reimbursement.
Retirement plan advisors are equipped with a comprehensive set of specialized tools to help distinguish their practice and grow their business. • Scale your business with innovative technologies and services. Select from over 32,000 non-proprietary mutual funds, CITs, and ETFs from over 700 asset management firms within our omnibus trading platform. Increase operational efficiencies with industry-leading retirement plan trust and custody, payment processing, and participant communications solutions. • Improve risk management by implementing prudent investment processes. Enhance practices by using our award-winning Fiduciary Focus Toolkit™ and Decision Optimizer to gain better oversight and management of your book of business. Increase consistency and adherence to fiduciary standards with industry-leading training and certifications like the AIF® and CEFEX®. Reduce risk and errors through advanced automation and real-time trading capabilities of our trading platform. • Accelerate topline growth with award-winning, innovative technology, industry access, and best practices. Increase effectiveness to attract, acquire, nurture, and retain strong client relationships with our full suite of marketing and sales tools. And maximize your growth potential with valuable business intelligence and innovative technologies that support day-to-day client portfolio management. Learn more about how solutions offered by Broadridge Retirement and Workplace can provide the confidence you need to grow your business: Broadridge.com/RetirementandWorkplace
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