Broadridge Financial Solutions

Broadridge - a global company with $4 billion in revenue - is a leading provider of technology and operations, communications, and data and analytics to financial services firms and corporations.

Company Announcements

Beta Capital Chooses Broadridge Financial Solutions to Provide Wealth Technology and Operations in Transformative Move to Self-Clearing
Beta Capital Chooses Broadridge Financial Solutions to Provide Wealth Technology and Operations in Transformative Move to Self-Clearing

15th December 2017

Broadridge Financial Solutions, Inc.  (NYSE:BR) today announced that it was selected by Beta Capital Wealth Management (“Beta”), a Miami based broker-dealer owned by Crèdit Andorrà Financial Group, to provide a comprehensive front to back office technology and operations solution, in support of...
Broadridge Partners with Wealthsimple To Enter the Robo-Advisory Market
Broadridge Partners with Wealthsimple To Enter the Robo-Advisory Market

6th December 2017

New partnership brings next-generation fintech investing to financial institutions and their clients  Broadridge Financial Solutions, Inc. (NYSE:BR) today announced a partnership with Wealthsimple, the leading digital investing service in Canada. Working with Wealthsimple, Broadridge will offer sophisticated, user-friendly,...
Worldsource Financial Management selects Broadridge’s Wealth Management Platform
Worldsource Financial Management selects Broadridge’s Wealth Management Platform

5th December 2017

Integrated suite of fund management products offers enhanced advisor and investor experiences  Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Worldsource Financial Management Inc. and Worldsource Securities Inc. have selected Broadridge’s suite of wealth and mutual fund management technology solutions as the...
Broadridge Recognized for Investments in Next Generation Technology, Tapping into Asia Growth in Capital Markets and Asset Management
Broadridge Recognized for Investments in Next Generation Technology, Tapping into Asia Growth in Capital Markets and Asset Management

24th October 2017

Broadridge Financial Solutions, Inc. (NYSE: BR), a global fintech leader providing communications, technology, data and analytics solutions to financial firms, recently received a number of industry awards in Asia. This recognition follows Broadridge’s significant investments in innovative technology over the past 12 months as well as...
Broadridge Successfully Completes Pilot of Blockchain-Based Bilateral Repo Solution
Broadridge Successfully Completes Pilot of Blockchain-Based Bilateral Repo Solution

17th October 2017

Bilateral repo blockchain pilot enhances efficiency, reduces risk, provides secure record of trade and collateral details  Broadridge Financial Solutions, Inc. (NYSE:BR), announced today the successful completion of a pilot with Natixis and Societe Generale which leverages blockchain technology to enhance the operational efficiency and...
Broadridge Enhances Document Composition and Compliance Reporting Capabilities, Acquires Summit Financial Disclosure, LLC
Broadridge Enhances Document Composition and Compliance Reporting Capabilities, Acquires Summit Financial Disclosure, LLC

3rd October 2017

Broadridge Financial Solutions, Inc. (NYSE:BR) has acquired Summit Financial Disclosure, LLC, a full-service financial document management solutions provider. Summit’s document composition and regulatory filing services will be integrated with Broadridge’s proxy voting and shareholder communications services to create an end-to-end...
Broadridge Revenue and Expense Management Solution Update Bolsters Automation and Analytics
Broadridge Revenue and Expense Management Solution Update Bolsters Automation and Analytics

26th September 2017

Latest Revport update improves user control, and fee calculation and billing efficiency Broadridge Financial Solutions, Inc. (NYSE:BR) announces it has released an updated version of its leading revenue and expense management software, Revport. The latest release includes new functions and tools for the asset management industry to more...
Broadridge Concentrates on Global Growth Appoints Bob Santangelo President of International Sales Focusing on Growth in EMEA and APAC
Broadridge Concentrates on Global Growth Appoints Bob Santangelo President of International Sales Focusing on Growth in EMEA and APAC

14th September 2017

Broadridge Financial Solutions, Inc. announced the appointment of Bob Santangelo to President of International Sales, based out of Broadridge’s London office. In his new role, Bob will focus on international growth opportunities in EMEA and APAC. Global expansion is a key priority for Broadridge based on substantial demand from global clients...
Whitebox Advisors Chooses Broadridge in Transformative Move to Best-in-Suite Technology Platform
Whitebox Advisors Chooses Broadridge in Transformative Move to Best-in-Suite Technology Platform

17th August 2017

Broadridge Financial Solutions, Inc. (NYSE:BR) announced that Whitebox Advisors, a global, multi-strategy, multi-billion-dollar hedge fund, has chosen Broadridge’s best-in-suite solution to transform Whitebox’s technology platform to a new paradigm of fully integrated, hedge fund operations hosted by Broadridge.  In...
Optimas Capital Adopts Broadridge Investment Management Solution
Optimas Capital Adopts Broadridge Investment Management Solution

1st August 2017

Broadridge’s Portfolio Master offering provides a truly flexible solution for portfolio and order management across asset classes with full transparency  Broadridge Financial Solutions, Inc. (NYSE:BR) a global fintech leader providing communications, technology, data and analytics solutions to financial firms in capital markets,...