Money Concepts Capital Corp. WIN Portfolios obtains Global Investment Performance Standards (GIPS) compliant via Broadridge
Leveraging Broadridge Wealth Aggregation and Insights Money Concepts and its WIN Portfolios are able to implement firm-wide policies and procedures to produce GIPS compliant performance presentations.
Palm Beach Gardens, FL, Sept. 24, 2025 (GLOBE NEWSWIRE) -- Money Concepts Capital Corp. has verified thru an independent third-party the accuracy of its performance calculations, timeliness of inclusion/exclusion of accounts, appropriateness of benchmarks, completeness of disclosures, and internal controls related to performance measurements for its WIN Portfolios. The underlying data used to obtain GIPS compliance is aggregated and powered by Broadridge Financial Solutions, Inc. (NYSE:BR).
“Achieving GIPS compliance reinforces our long-standing commitment to transparency and accountability in how we measure performance,” said Denis Walsh, President and CEO of Money Concepts. “Independent professionals and their clients deserve the confidence that comes from verified data and industry-standard reporting. By working with Broadridge, we ensure that our wealth planning partners are equipped with tools that build trust, support informed decision-making, and strengthen the client relationship.”
“Championing compliance, meeting the market demand for GIPs verification, and helping firms adhere to the policies and procedures needed for historical performance recording keeping is one of the many areas we differentiate,” said Paul Camuto, Vice President of Wealth Aggregation and Insights at Broadridge. “It is paramount to maintain a balance of having the data readily available for access while still adhering to regulatory standards. We are pleased that Money Concepts continues to leverage our aggregation solutions to transform their data management, enabling them to keep pace with current technology advancements.”
Empowered insights
Broadridge’s Data Aggregation and Financial Reporting is a multi-product technology and data solution that benefits wealth management firms by consolidating information about client assets under management, cash balances, positions, transactions, spending and more from thousands of sources, including banks. The aggregated data enables advisors to provide their clients with household-level reports and use prescriptive insights that adjust based on user feedback and peer comparison financial scoring. Recent solution enhancements have introduced new easy-to-use practice and book level dashboards for business intelligence, financial wellness and insights, providing a robust data platform for the future.
Broadridge Data Aggregation and Financial Reporting is part of the Broadridge Wealth suite of innovative, market-ready component solutions designed to deliver what’s top of mind for every wealth management firm: personalizing the investor experience, driving advisor revenue and productivity, digitizing enterprise operations, and delivering cost efficiencies. Powered by decades of financial services expertise and a proven track record of helping wealth managers drive growth and streamline their business operations, Broadridge is redefining the future of wealth management.
Learn more about Broadridge's Data Aggregation and Financial Reporting here.
About Broadridge
Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $9 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 90 countries.
For more information about us and what we can do for you, please visit www.broadridge.com.
About Money Concepts
Money Concepts Capital Corp. is a privately owned independent broker-dealer and dually registered as a Registered Investment Advisor based in Palm Beach Gardens, FL. Established in 1979, and its parent company Money Concepts International, Inc. has a network of approximately 700 financial professional’s centers nationwide.
In addition to serving independent advisors, Money Concepts provides turn-key wealth management services for community banks, credit unions and tax professionals. Money Concepts advisors provide holistic planning and offer a full array of non-proprietary products and services including advisory and alternative investment services.
For more information visit http://www.MoneyConcepts.com/Advisor and follow us on Facebook, Twitter and LinkedIn.
All Securities Offered Through Money Concepts Capital Corp. | Member FINRA / SIPC
Money Concepts Advisory Service is a Registered Investment Advisor with the SEC
11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.
Allen Porter Money Concepts International, Inc. (561) 847-2113 allen@moneyconcepts.com Matthew Luongo Prosek Partners +1 646-818-9279 Mluongo@prosek.com
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