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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 c
About this update from Broadridge Financial Solutions, Inc.
[{"type":"text","content":"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.","length":200,"tagName":"p"},{"type":"text","content":"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).","length":495,"tagName":"p"},{"type":"text","content":"“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.”","length":508,"tagName":"p"},{"type":"text","content":"“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.”","length":626,"tagName":"p"},{"type":"text","content":"Empowered insights ","length":18,"tagName":"p"},{"type":"text","content":"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, transactio...