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Caceis Goes Live with Retail and Institutional SRD II Solution from Broadridge
Trading & brokering

Caceis Goes Live with Retail and Institutional SRD II Solution from Broadridge

4d | Broadridge Financial Solutions

Caceis Goes Live with Retail and Institutional SRD...

SRD II proxy voting and disclosure solution from Broadridge has enabled Caceis to meet regulatory obligations and advance shareholder democracy. In re...

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Broadridge Teams with OpenFin to Offer Enhanced Digital Workspace for Portfolio Managers and Traders
Asset management

Broadridge Teams with OpenFin to Offer Enhanced Digital Workspace for Portfolio Managers and Traders

4d | Broadridge Financial Solutions

Broadridge Teams with OpenFin to Offer Enhanced Di...

Asset managers to benefit from flexible workspaces and intuitive workflows. Enhancing the productivity and efficiency of its trading and portfolio man...

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China Renaissance Selects Broadridge to Expand Post-trade Processing via Stock Connect
Trading & brokering

China Renaissance Selects Broadridge to Expand Post-trade Processing via Stock Connect

2w | Broadridge Financial Solutions

China Renaissance Selects Broadridge to Expand Pos...

To facilitate the clearing and settlement of both Shenzhen- and Shanghai-listed equities, China Renaissance has expanded its post-trade processing rel...

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Broadridge Acquires Innovative Compliance and Surveillance Solution for Broker-Dealers
Trading & brokering

Broadridge Acquires Innovative Compliance and Surveillance Solution for Broker-Dealers

3w | Broadridge Financial Solutions

Broadridge Acquires Innovative Compliance and Surv...

Broadridge Financial Solutions, a global Fintech leader, today announced that it is further enhancing its regulatory compliance capabilities for broke...

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BayernLB Selects Broadridge for Regulatory Trade and Transaction Reporting
Trading & brokering

BayernLB Selects Broadridge for Regulatory Trade and Transaction Reporting

1m | Broadridge Financial Solutions

BayernLB Selects Broadridge for Regulatory Trade a...

To help streamline and consolidate all of its regulatory trade reporting commitments Bayerische Landesbank (BayernLB) has selected Broadridge Financia...

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Broadridge Further Strengthens its Capital Markets Team with the Addition of Ray Tierney
Trading & brokering

Broadridge Further Strengthens its Capital Markets Team with the Addition of Ray Tierney

1m | Broadridge Financial Solutions

Broadridge Further Strengthens its Capital Markets...

Continuing to invest in its Capital Markets business, Broadridge Financial Solutions, Inc.(NYSE:BR), a global Fintech leader, today announced that it ...

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Broadridge Launches DLT Repo platform to Execute First Bilateral Repo Trades Using Smart Contracts
Trading & brokering

Broadridge Launches DLT Repo platform to Execute First Bilateral Repo Trades Using Smart Contracts

1m | Broadridge Financial Solutions

Broadridge Launches DLT Repo platform to Execute F...

Broadridge, a global Fintech leader, today announced the successful go-live of its transformative distributed ledger repo (DLR) platform. Early partic...

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Broadridge Expands Wealth Management Capabilities by Acquiring Innovative Digital Marketing Platform
Trading & brokering

Broadridge Expands Wealth Management Capabilities by Acquiring Innovative Digital Marketing Platform

1m | Broadridge Financial Solutions

Broadridge Expands Wealth Management Capabilities ...

Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors. Broadridge Financial Solutions, a global Fintech leader, ...

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Broadridge Collaborates with AWS to Extend its Private Market Hub
Asset management

Broadridge Collaborates with AWS to Extend its Private Market Hub

2m | Broadridge Financial Solutions

Broadridge Collaborates with AWS to Extend its Pri...

Utilizing distributed ledger technology (DLT) to better streamline and connect the private equity ecosystem and assets, Broadridge Financial Solutions...

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Road to Recover Class Action Proceeds Grows More Complex for Investors, Broadridge 2021 Global Class Action Annual Report Highlights

Road to Recover Class Action Proceeds Grows More Complex for Investors, Broadridge 2021 Global Class Action Annual Report Highlights

2m | Broadridge Financial Solutions

Road to Recover Class Action Proceeds Grows More C...

New worldwide class action laws brought on by globalization and increased participation in opt-in litigation have led to increased complexity in class...

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Broadridge Completes Acquisition of Itiviti, Extending Capital Markets Franchise

Broadridge Completes Acquisition of Itiviti, Extending Capital Markets Franchise

2m | Broadridge Financial Solutions

Broadridge Completes Acquisition of Itiviti, Exten...

Acquisition expands Broadridge’s Capital Markets into the front office and strengthens multi-asset capabilities, while driving additional global...

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Aviso Wealth Selects Broadridge to Power its Wealth Management Platform

Aviso Wealth Selects Broadridge to Power its Wealth Management Platform

2m | Broadridge Financial Solutions

Aviso Wealth Selects Broadridge to Power its Wealt...

Broadridge Financial Solutions, a global Fintech leader, today announced that Canadian financial services company Aviso Wealth Inc. (“Aviso Weal...

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New Fintech Delivery Model Transforming Financial Services Through Mutualized Services, Highlighted in Whitepaper from Broadridge

New Fintech Delivery Model Transforming Financial Services Through Mutualized Services, Highlighted in Whitepaper from Broadridge

2m | Broadridge Financial Solutions

New Fintech Delivery Model Transforming Financial ...

To address innovation, digitization and resiliency, firms are modernizing and better optimizing operations through flexible architecture, cloud-based ...

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Broadridge Completes Acquisition of Itiviti, Extending Capital Markets Franchise
Asset management

Broadridge Completes Acquisition of Itiviti, Extending Capital Markets Franchise

2m | Broadridge Financial Solutions

Broadridge Completes Acquisition of Itiviti, Exten...

Acquisition expands Broadridge's Capital Markets into the front office and strengthens multi-asset capabilities, while driving additional global s...

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Broadridge Integrates FundApps' Automated Compliance Solution into Portfolio and Order Management Capabilities
Asset management

Broadridge Integrates FundApps' Automated Compliance Solution into Portfolio and Order Management Capabilities

3m | Broadridge Financial Solutions

Broadridge Integrates FundApps' Automated Complian...

Broadridge, a global Fintech leader, and FundApps, a global RegTech provider, announced the integration of FundApps' regulatory compliance te...

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AllianceBernstein executes landmark corporate bond trade utilising Broadridge's LTX® trading platform with four buyers on same block trade
Asset management

AllianceBernstein executes landmark corporate bond trade utilising Broadridge's LTX® trading platform with four buyers on same block trade

3m | Broadridge Financial Solutions

AllianceBernstein executes landmark corporate bond...

LTX's patented RFX® digital trading protocol powers historic corporate bond trade initiated by AllianceBernstein to maximize liquidity, effici...

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ESG and SMA usage primed to increase as financial advisors service next-gen investor demand, Broadridge study finds

ESG and SMA usage primed to increase as financial advisors service next-gen investor demand, Broadridge study finds

3m | Broadridge Financial Solutions

ESG and SMA usage primed to increase as financial ...

70 percent of advisors under the age of 40 use separately managed accounts; 67 percent use ESG products; and 25 percent of advisors plan to increase t...

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Broadridge extends capital markets franchise with acquisition of Itiviti
Banking

Broadridge extends capital markets franchise with acquisition of Itiviti

4m | Broadridge Financial Solutions

Broadridge extends capital markets franchise with ...

Significantly strengthening its capital markets capabilities and enhancing its position as a global fintech leader, Broadridge Financial Solution...

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Global Impact of SRD II and Lessons Learned Highlighted in New Whitepaper from Broadridge
Banking

Global Impact of SRD II and Lessons Learned Highlighted in New Whitepaper from Broadridge

4m | Broadridge Financial Solutions

Global Impact of SRD II and Lessons Learned Highli...

Despite its new obligations for financial intermediaries taking effect in September 2020, the European Commission's updated Shareholder Rights Dir...

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Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails
Trading & brokering

Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails

4m | Broadridge Financial Solutions

Broadridge Partners with AccessFintech to Transfor...

Collaborative workflow solution powered by Broadridge's post-trade data provides operational efficiency, risk reduction and cost savings for sell ...

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Next-generation virtual shareholder meeting platform enhanced through Broadridge and strategic partnership with Q4 Inc
Asset management

Next-generation virtual shareholder meeting platform enhanced through Broadridge and strategic partnership with Q4 Inc

4m | Broadridge Financial Solutions

Next-generation virtual shareholder meeting platfo...

Benefits include greater accessibility for shareholders, increased engagement and a better impact on the environment. With US corporations and investo...

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Consumers experiment with digital amid the pandemic but companies miss the mark on CX, Broadridge study finds
Banking

Consumers experiment with digital amid the pandemic but companies miss the mark on CX, Broadridge study finds

5m | Broadridge Financial Solutions

Consumers experiment with digital amid the pandemi...

Companies need to create compelling digital experiences for consumers to make the switch to paperless. Over the past year of the pandemic, consumer be...

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Broadridge's LTX granted patent for Innovative RFX Protocol to significantly improve corporate bond trading
Trading & brokering

Broadridge's LTX granted patent for Innovative RFX Protocol to significantly improve corporate bond trading

5m | Broadridge Financial Solutions

Broadridge's LTX granted patent for Innovative RFX...

Patent covers next-generation AI and cloud technology to power RFX digital trading protocol capabilities, going beyond the limitations of other tradin...

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Broadridge launches wealth lending network marketplace
Asset management

Broadridge launches wealth lending network marketplace

5m | Broadridge Financial Solutions

Broadridge launches wealth lending network marketp...

Broadridge, a global fintech leader, has launched a Wealth Lending Network marketplace to connect wealth managers to banks and other financial service...

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Financial services firms that invested in emerging technologies profited in 2020, New Broadridge study finds
Insurance

Financial services firms that invested in emerging technologies profited in 2020, New Broadridge study finds

5m | Broadridge Financial Solutions

Financial services firms that invested in emerging...

Over half of financial services firms worldwide plan to increase their spending over the next two years on next-generation technologies such as AI, bl...

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Broadridge Launches ESG Advisory Services

Broadridge Launches ESG Advisory Services

6m | Broadridge Financial Solutions

Broadridge Launches ESG Advisory Services

New offering with Third Economy rapidly accelerates corporate and institutional ESG strategies. To better help companies and investors enhance their E...

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Broadridge to Become an Approved SFT Submitter for DTCC's Securities Financing Transaction Clearing Service
Insurance

Broadridge to Become an Approved SFT Submitter for DTCC's Securities Financing Transaction Clearing Service

6m | Broadridge Financial Solutions

Broadridge to Become an Approved SFT Submitter for...

Broadridge, a global Fintech leader, in partnership with The Depository Trust & Clearing Corporation (DTCC), has begun development to support its&...

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Cecabank Chooses Broadridge to Provide Automated Proxy Voting Service
Trading & brokering

Cecabank Chooses Broadridge to Provide Automated Proxy Voting Service

6m | Broadridge Financial Solutions

Cecabank Chooses Broadridge to Provide Automated P...

SRD II proxy solution from Broadridge has enabled Cecabank to broaden its services to satisfy incoming regulation deadline from the Spanish government...

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Broadridge Appoints Germán Soto Sanchez as Head of Corporate Strategy
Asset management

Broadridge Appoints Germán Soto Sanchez as Head of Corporate Strategy

6m | Broadridge Financial Solutions

Broadridge Appoints Germán Soto Sanchez as Head of...

Broadridge Financial Solutions, a global Fintech leader, announces the appointment of Germán Soto Sanchez as Senior Vice President of Corporate...

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Broadridge Partners with AI Company Fligoo, Providing Innovative Predictive Analytics to Wealth Management
Asset management

Broadridge Partners with AI Company Fligoo, Providing Innovative Predictive Analytics to Wealth Management

6m | Broadridge Financial Solutions

Broadridge Partners with AI Company Fligoo, Provid...

Enabling banks and wealth management firms to better leverage data through artificial intelligence (AI), Broadridge, a global Fintech leader, has anno...

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New AI Platform Provides Proxy Voting Data from Broadridge
Trading & brokering

New AI Platform Provides Proxy Voting Data from Broadridge

6m | Broadridge Financial Solutions

New AI Platform Provides Proxy Voting Data from Br...

Enhancing the proxy voting experience through customized data. Broadridge, global Fintech leader, has launched Broadridge Proxy Policies & In...

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Broadridge Collaborates with SLIB to Deliver Shareholder Rights Directive II Solution for French Market
Trading & brokering

Broadridge Collaborates with SLIB to Deliver Shareholder Rights Directive II Solution for French Market

7m | Broadridge Financial Solutions

Broadridge Collaborates with SLIB to Deliver Share...

French intermediaries to meet new EC regulatory requirements ahead of the first proxy season under SRD II. Broadridge, a global Fintech leader, has an...

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BEC Moves to Full Shareholder Rights Directive II Readiness with Broadridge's Industry Leading Solution
Trading & brokering

BEC Moves to Full Shareholder Rights Directive II Readiness with Broadridge's Industry Leading Solution

8m | Broadridge Financial Solutions

BEC Moves to Full Shareholder Rights Directive II ...

Full SRD II solution helps BEC meet its regulatory requirements. Broadridge Financial Solutions, a global Fintech leader, has announced that it has be...

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Only 23% of Financial Advisors Have a Defined Marketing Strategy, According to Broadridge Study

Only 23% of Financial Advisors Have a Defined Marketing Strategy, According to Broadridge Study

8m | Broadridge Financial Solutions

Only 23% of Financial Advisors Have a Defined Mark...

75% of advisors generate less than five leads per month via their website. 37% of advisors report sourcing new clients through social media. Broadridg...

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R.J.O'Brien Selects Broadridge to Transform its Exchange-Traded Derivatives Operations Globally
Trading & brokering

R.J.O'Brien Selects Broadridge to Transform its Exchange-Traded Derivatives Operations Globally

8m | Broadridge Financial Solutions

R.J.O'Brien Selects Broadridge to Transform its Ex...

Broadridge, a global Fintech leader, today announced that R.J. O’Brien & Associates (RJO), the oldest and largest independent futu...

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Most Active Shareholder Participation and Voting in 14 Years, According to ProxyPulse™ Report
Trading & brokering

Most Active Shareholder Participation and Voting in 14 Years, According to ProxyPulse™ Report

8m | Broadridge Financial Solutions

Most Active Shareholder Participation and Voting i...

Companies Dramatically Increase Virtual Sharelholder Meetings During COVID-19. Despite the onset of the COVID-19 pandemic limiting in-person events an...

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Broadridge's LTX and Charles River Development to Take Corporate Bond Trading to the Next Level Using Artificial Intelligence
Asset management

Broadridge's LTX and Charles River Development to Take Corporate Bond Trading to the Next Level Using Artificial Intelligence

9m | Broadridge Financial Solutions

Broadridge's LTX and Charles River Development to ...

Integration digitizes workflows to improve liquidity and efficiency in the market. Broadridge Financial Solutions, a global fintech leader, today anno...

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PAG Chooses Broadridge to Modernize Portfolio Management Technology, Bolster Private Debt Operations
Asset management

PAG Chooses Broadridge to Modernize Portfolio Management Technology, Bolster Private Debt Operations

9m | Broadridge Financial Solutions

PAG Chooses Broadridge to Modernize Portfolio Mana...

Broadridge Financial Solutions, a global Fintech leader, announced that PAG, one of the world’s largest Asia-focused investment groups, has...

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Digitizing and Streamlining Securities-Based-Lending from End-to-End in the Cloud
Trading & brokering

Digitizing and Streamlining Securities-Based-Lending from End-to-End in the Cloud

9m | Broadridge Financial Solutions

Digitizing and Streamlining Securities-Based-Lendi...

New technology provides a fully digital SBL process, from origination to collateral monitoring to loan servicing with advisor and client self-service ...

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Britannia Global Markets Selects Broadridge for International Post-Trade Securities Operations
Trading & brokering

Britannia Global Markets Selects Broadridge for International Post-Trade Securities Operations

9m | Broadridge Financial Solutions

Britannia Global Markets Selects Broadridge for In...

Mutualised solution increases efficiency, improves business controls and mitigates risk. Broadridge Financial Solutions, a global Fintech leader, toda...

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Broadridge Names Vijay Mayadas to Lead Capital Markets
Trading & brokering

Broadridge Names Vijay Mayadas to Lead Capital Markets

10m | Broadridge Financial Solutions

Broadridge Names Vijay Mayadas to Lead Capital Mar...

Broadridge Financial Solutions, a global Fintech leader, today announced that Vijay Mayadas has been appointed President of Capital Markets. In this n...

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Broadridge Announces Solution to Save Banks Time and Money in Meeting ISO 20022 Payments Standard
Payments

Broadridge Announces Solution to Save Banks Time and Money in Meeting ISO 20022 Payments Standard

10m | Broadridge Financial Solutions

Broadridge Announces Solution to Save Banks Time a...

Market-ready, shared service approach for connectivity and messaging cuts costs and speeds development. Broadridge Financial Solutions announced the g...

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Broadridge and PPI AG Collaborate to Launch Payments-as-a-Service for the European Market
Payments

Broadridge and PPI AG Collaborate to Launch Payments-as-a-Service for the European Market

10m | Broadridge Financial Solutions

Broadridge and PPI AG Collaborate to Launch Paymen...

New generation of modern payments processing platforms and services combines the payment expertise of PPI AG with Broadridge's SaaS competence and...

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Broadridge Research: Active Asset Managers Can Meet Rising Demand with New ESG Solutions
Asset management

Broadridge Research: Active Asset Managers Can Meet Rising Demand with New ESG Solutions

10m | Broadridge Financial Solutions

Broadridge Research: Active Asset Managers Can Mee...

ESG assets in the US expected to reach $300 billion by Q4 2021. Investor interest shifts to best-in-class, thematic and outcome-oriented strategi...

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Smith & Williamson Selects Broadridge's Industry Leading Shareholder Rights Directive II Compliance Solution
Trading & brokering

Smith & Williamson Selects Broadridge's Industry Leading Shareholder Rights Directive II Compliance Solution

10m | Broadridge Financial Solutions

Smith & Williamson Selects Broadridge's Industry L...

SRD II proxy solution will help Smith & Williamson to meet new EU regulatory requirements commencing September 2020. NEW YORK and LONDON, Sept. 15...

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MUFG Investor Services Selects Broadridge for Sophisticated Loan Tracking and Reporting Technology
Asset management

MUFG Investor Services Selects Broadridge for Sophisticated Loan Tracking and Reporting Technology

1y | Broadridge Financial Solutions

MUFG Investor Services Selects Broadridge for Soph...

Broadridge Financial Solutions, Inc., a global Fintech leader, announces that MUFG Investor Services, an industry leader in administration, asset serv...

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Broadridge Emerging as Go-To Solution for Leading Financial Intermediaries for New European Shareholder Rights Directive (SRD II)
Banking

Broadridge Emerging as Go-To Solution for Leading Financial Intermediaries for New European Shareholder Rights Directive (SRD II)

1y | Broadridge Financial Solutions

Broadridge Emerging as Go-To Solution for Leading ...

Broadridge SRD II solution is market-ready; onboarding underway in multiple regions. Responding to the urgent need for financial institutions globally...

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Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds
Asset management

Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds

1y | Broadridge Financial Solutions

Broadridge Creates New AI-Driven Digital Execution...

LTX® Platform executes first trades with broker-dealers and their buy-side customers NEW YORK, N.Y. – June 17, 2020 – Broadridge Fina...

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Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support from Asset Managers and Technology, According to New Broadridge Survey
Asset management

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support from Asset Managers and Technology, According to New Broadridge Survey

1y | Broadridge Financial Solutions

Financial Advisors Accelerate Shift to Holistic Fi...

Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today released results from a survey of over 300 financial advisors, revealin...

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Broadridge Completes Acquisition of FundsLibrary
Asset management

Broadridge Completes Acquisition of FundsLibrary

1y | Broadridge Financial Solutions

Broadridge Completes Acquisition of FundsLibrary

Acquisition to help asset managers meet UK and EU regulatory requirements. Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and...

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Broadridge Appoints Chris Perry President
Asset management

Broadridge Appoints Chris Perry President

1y | Broadridge Financial Solutions

Broadridge Appoints Chris Perry President

NEW YORK, February 5, 2020 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, tod...

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Broadridge Launches Forecasting Module within its Asset Management Revenue and Expense Management Solution
Trading & brokering

Broadridge Launches Forecasting Module within its Asset Management Revenue and Expense Management Solution

1y | Broadridge Financial Solutions

Broadridge Launches Forecasting Module within its ...

New forecasting functionality allows buy- and sell-side firms to project fees and construct budgets within revenue and expense management platform. NE...

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Broadridge Brings Together Wealth Business Under Michael Alexander
Trading & brokering

Broadridge Brings Together Wealth Business Under Michael Alexander

1y | Broadridge Financial Solutions

Broadridge Brings Together Wealth Business Under M...

NEW YORK, New York – January 27, 2020 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 50...

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Broadridge Extends Regulatory Communications Capability for Global Funds, Enters Agreement to Acquire FundsLibrary
Asset management

Broadridge Extends Regulatory Communications Capability for Global Funds, Enters Agreement to Acquire FundsLibrary

2y | Broadridge Financial Solutions

Broadridge Extends Regulatory Communications Capab...

NEW YORK and LONDON – Jan. 21, 2020 – Broadridge Financial Solutions, Inc. (NYSE:BR) and FundsLibrary Limited announce that Broadridge has...

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73% of Financial Advisors to Accelerate Asset Allocation to ETFs in 2020, According to New Broadridge Survey
Asset management

73% of Financial Advisors to Accelerate Asset Allocation to ETFs in 2020, According to New Broadridge Survey

2y | Broadridge Financial Solutions

73% of Financial Advisors to Accelerate Asset Allo...

Among advisors planning to increase ETF allocations, 55% plan to shift assets away from actively managed equity funds. NEW YORK – January 15, 20...

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Broadridge Accelerates Hybrid Cloud Strategy with IBM Services to Drive Next-Gen Capabilities for Clients
Insurance

Broadridge Accelerates Hybrid Cloud Strategy with IBM Services to Drive Next-Gen Capabilities for Clients

2y | Broadridge Financial Solutions

Broadridge Accelerates Hybrid Cloud Strategy with ...

NEW YORK, January 14, 2020 – Broadridge Financial Solutions, Inc. [NYSE:BR], a global Fintech leader and part of the S&P 500® Index, and...

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World's-Largest Financial Institutions Utilizing Broadridge to Solve New Obligations Under European Shareholder Rights Directive (SRD II)
Trading & brokering

World's-Largest Financial Institutions Utilizing Broadridge to Solve New Obligations Under European Shareholder Rights Directive (SRD II)

2y | Broadridge Financial Solutions

World's-Largest Financial Institutions Utilizing B...

Industry solution addresses new compliance requirements. NEW YORK and LONDON – December 4, 2019 – Helping global financial institutions pr...

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New Artificial Intelligence and Machine Learning Platform for Reconciliation, Matching and Exception Management Operations Introduced by Broadridge
Trading & brokering

New Artificial Intelligence and Machine Learning Platform for Reconciliation, Matching and Exception Management Operations Introduced by Broadridge

2y | Broadridge Financial Solutions

New Artificial Intelligence and Machine Learning P...

Innovative and vendor agnostic, Intelligent Automation brings new levels of productivity and efficiency to the middle and back office. LONDON and NEW ...

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Liberty Securities Selects Broadridge to Simplify Post-Trade Processing for Hong Kong Equities and Derivatives
Trading & brokering

Liberty Securities Selects Broadridge to Simplify Post-Trade Processing for Hong Kong Equities and Derivatives

2y | Broadridge Financial Solutions

Liberty Securities Selects Broadridge to Simplify ...

Hong Kong, November 25, 2019 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, t...

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Broadridge Expands Asset Management Technology Suite with Acquisition of ClearStructure
Asset management

Broadridge Expands Asset Management Technology Suite with Acquisition of ClearStructure

2y | Broadridge Financial Solutions

Broadridge Expands Asset Management Technology Sui...

Powerful SaaS Offering Extended to Private Debt Markets. NEW YORK, Nov. 20, 2019 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fint...

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Broadridge Completes Acquisition of Fi360
Asset management

Broadridge Completes Acquisition of Fi360

2y | Broadridge Financial Solutions

Broadridge Completes Acquisition of Fi360

Acquisition provides advisors with fiduciary tools and Reg BI support, and expands data and analytics capabilities for asset managers. NEW YORK, Nov. ...

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Broadridge Enhances Composition Capabilities for Regulatory Communications
Insurance

Broadridge Enhances Composition Capabilities for Regulatory Communications

2y | Broadridge Financial Solutions

Broadridge Enhances Composition Capabilities for R...

Acquisition of Appatura will help clients streamline regulatory and marketing communications. NEW YORK, Oct. 15, 2019 – Broadridge Financial Sol...

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Model Portfolio Market Reaches $2.7 Trillion Growing 19% Annually, According to Broadridge
Insurance

Model Portfolio Market Reaches $2.7 Trillion Growing 19% Annually, According to Broadridge

2y | Broadridge Financial Solutions

Model Portfolio Market Reaches $2.7 Trillion Growi...

42% of model assets are in ETFs ETFs expected to surpass mutual funds in model portfolios by 2020 NEW YORK – October 14, 2019 – A new re...

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Broadridge to Expand Fiduciary and Reg BI Solutions for Wealth and Retirement Industry with Acquisition of Fi360
Asset management

Broadridge to Expand Fiduciary and Reg BI Solutions for Wealth and Retirement Industry with Acquisition of Fi360

2y | Broadridge Financial Solutions

Broadridge to Expand Fiduciary and Reg BI Solution...

New solutions will enable wealth advisors and intermediaries to grow their businesses while increasing fiduciary oversight. Suite also grows Broadridg...

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Directors Failing to Receive Majority Support Hits Five-Year High

Directors Failing to Receive Majority Support Hits Five-Year High

2y | Broadridge Financial Solutions

Directors Failing to Receive Majority Support Hits...

Shareholder proposal volume lowest in five years, ProxyPulse™ report shows. The number of board nominees who failed to receive majority sharehol...

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Broadridge Adds Sisense Analytics to Buy-side Revenue and Expense Management Capabilities
Asset management

Broadridge Adds Sisense Analytics to Buy-side Revenue and Expense Management Capabilities

2y | Broadridge Financial Solutions

Broadridge Adds Sisense Analytics to Buy-side Reve...

Dynamic data analytics will provide clients with improved reporting and real-time, actionable insights. NEW YORK, N.Y. – Oct. 7, 2019 – B...

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Broadridge Survey Reveals How High-Growth Financial Advisors Gain clients and Increase AUM

Broadridge Survey Reveals How High-Growth Financial Advisors Gain clients and Increase AUM

2y | Broadridge Financial Solutions

Broadridge Survey Reveals How High-Growth Financia...

New data reveals annual marketing spend and client acquisition costs across RIA and IBD channels. Advisors planning to increase investments in digital...

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Broadridge Adds Cryptocurrency and Exchange-Traded Derivatives CapabilitiesAcquires Shadow Financial Systems to Extend Industry-Leading, Multi-Asset Post-Trade Capabilities
Trading & brokering

Broadridge Adds Cryptocurrency and Exchange-Traded Derivatives CapabilitiesAcquires Shadow Financial Systems to Extend Industry-Leading, Multi-Asset Post-Trade Capabilities

2y | Broadridge Financial Solutions

Broadridge Adds Cryptocurrency and Exchange-Traded...

NEW YORK, N.Y. – October 1, 2019 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500®...

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New Broadridge Portal Automates and Transforms the MBS Trade Assignment Process
Asset management

New Broadridge Portal Automates and Transforms the MBS Trade Assignment Process

2y | Broadridge Financial Solutions

New Broadridge Portal Automates and Transforms the...

Innovation enables straight-through-processing of MBS trade assignments for mortgage originators and broker-dealers, eliminating errors. NEW YORK, N....

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Broadridge and FundsLibrary Collaborate to Provide a Range of Regulatory Technology Solutions for European Wealth and Asset Managers
Asset management

Broadridge and FundsLibrary Collaborate to Provide a Range of Regulatory Technology Solutions for European Wealth and Asset Managers

2y | Broadridge Financial Solutions

Broadridge and FundsLibrary Collaborate to Provide...

The new offering will help clients address challenges posed by MiFID II Article 50 and Solvency II. LONDON – September 25, 2019 – In resp...

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Asset Management Giants with Wrap-around Service Levels are Key Winners of the Broadridge Distribution Achievement Awards
Asset management

Asset Management Giants with Wrap-around Service Levels are Key Winners of the Broadridge Distribution Achievement Awards

2y | Broadridge Financial Solutions

Asset Management Giants with Wrap-around Service L...

London – Sept. 24, 2019 – BlackRock and J.P. Morgan Asset Management were the major category winners in the Broadridge Distribution Achiev...

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Broadridge's Global Asset Servicing Solution Now Live on Amazon Web Services
Trading & brokering

Broadridge's Global Asset Servicing Solution Now Live on Amazon Web Services

2y | Broadridge Financial Solutions

Broadridge's Global Asset Servicing Solution Now L...

Global tier-1 investment bank utilizing cloud-based automated processing solution to address end-to-end asset servicing complexities. LONDON and NEW ...

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Broadridge Announces Data Control Solution Suite
Insurance

Broadridge Announces Data Control Solution Suite

2y | Broadridge Financial Solutions

Broadridge Announces Data Control Solution Suite

New Data Control solution suite drives operational data integrity and helps reduce risk and improve regulatory compliance. LONDON – September 2...

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The Age of AI and Wall Street
Insurance

The Age of AI and Wall Street

2y | Broadridge Financial Solutions

The Age of AI and Wall Street

NEW YORK, N.Y. – June 13, 2019 – The financial services industry’s top priority for AI applications is data mining, according t...

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Broadridge Announces Innovations for the Updated European Shareholder Rights Directive
Banking

Broadridge Announces Innovations for the Updated European Shareholder Rights Directive

2y | Broadridge Financial Solutions

Broadridge Announces Innovations for the Updated E...

NEW YORK and LONDON – JUNE 5, 2019 – In response to the European Commission’s updated Shareholder Rights Directive, Broadr...

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Participation in Investor Communications Japan’s (ICJ) Proxy Platform Surpasses 1,000 Listed Companies Ahead of Proxy Season
Asset management

Participation in Investor Communications Japan’s (ICJ) Proxy Platform Surpasses 1,000 Listed Companies Ahead of Proxy Season

2y | Broadridge Financial Solutions

Participation in Investor Communications Japan’s (...

TOKYO, JAPAN, June 4, 2019 – Investor Communications Japan (ICJ), a joint venture of Broadridge Financial Solutions, Inc. (N...

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Samir Pandiri Joins Broadridge as President of Broadridge International
Trading & brokering

Samir Pandiri Joins Broadridge as President of Broadridge International

2y | Broadridge Financial Solutions

Samir Pandiri Joins Broadridge as President of Bro...

New York, N.Y., June 3, 2019 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500®...

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Broadridge to Acquire Innovative Technology Firm in Securities-Based Lending and Collateral Management
Banking

Broadridge to Acquire Innovative Technology Firm in Securities-Based Lending and Collateral Management

2y | Broadridge Financial Solutions

Broadridge to Acquire Innovative Technology Firm i...

NEW YORK, N.Y. – May 1, 2019 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&am...

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Broadridge Integrates SWIFT Global Payment Innovation (gpi) to Bolster Cross-border Payments Offering
Banking

Broadridge Integrates SWIFT Global Payment Innovation (gpi) to Bolster Cross-border Payments Offering

2y | Broadridge Financial Solutions

Broadridge Integrates SWIFT Global Payment Innovat...

NEW YORK, N.Y. – March 21, 2019 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S...

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Broadridge Leads APAC Innovation and Growth with Strengthened Regional Team
Asset management

Broadridge Leads APAC Innovation and Growth with Strengthened Regional Team

2y | Broadridge Financial Solutions

Broadridge Leads APAC Innovation and Growth with S...

NEW YORK, N.Y. (USA), February 13, 2019 – Broadridge Financial Solutions, Inc. (NYSE:BR), an S&P 500 company and global Finte...

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Broadridge Expands Asset Management Solutions with Acquisition of PivotData and Sol Hedge’s Private Fund Regulatory Reporting Capabilities
Trading & brokering

Broadridge Expands Asset Management Solutions with Acquisition of PivotData and Sol Hedge’s Private Fund Regulatory Reporting Capabilities

2y | Broadridge Financial Solutions

Broadridge Expands Asset Management Solutions with...

NEW YORK, N.Y., Jan. 31, 2019 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced the acqu...

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Broadridge Report Highlights Governance Opportunities in Revised Shareholder Rights Directive Implementation
Trading & brokering

Broadridge Report Highlights Governance Opportunities in Revised Shareholder Rights Directive Implementation

3y | Broadridge Financial Solutions

Broadridge Report Highlights Governance Opportunit...

Broadridge Financial Solutions, Inc. (NYSE:BR), an S&P 500 company and global Fintech leader, has published a new report on implementing the ...

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Broadridge Acquires MackayWilliams to Offer 360 Degree View of Fund Distribution
Insurance

Broadridge Acquires MackayWilliams to Offer 360 Degree View of Fund Distribution

3y | Broadridge Financial Solutions

Broadridge Acquires MackayWilliams to Offer 360 De...

Latest acquisition enables Broadridge to combine global institutional and retail data analytics with qualitative insights into the global funds indust...

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Santander and Broadridge Complete a First Practical Use of Blockchain for Investor Voting at an Annual General Meeting
Banking

Santander and Broadridge Complete a First Practical Use of Blockchain for Investor Voting at an Annual General Meeting

3y | Broadridge Financial Solutions

Santander and Broadridge Complete a First Practica...

Santander and Broadridge, in collaboration with J.P. Morgan and Northern Trust as custodian banks, conducted the pilot on March 23rd for Santander&rsq...

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Broadridge Acquires FundAssist to Further Expand Regulatory Communications Capabilities for Asset Managers
Asset management

Broadridge Acquires FundAssist to Further Expand Regulatory Communications Capabilities for Asset Managers

3y | Broadridge Financial Solutions

Broadridge Acquires FundAssist to Further Expand R...

Broadridge Financial Solutions, Inc. (NYSE:BR), a global fintech leader, has completed the acquisition of FundAssist Limited, a regulatory, marketing ...

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Broadridge Hires New Professional Services Practice Leads
Asset management

Broadridge Hires New Professional Services Practice Leads

4y | Broadridge Financial Solutions

Broadridge Hires New Professional Services Practic...

Broadridge Financial Solutions, Inc. (NYSE: BR) is expanding its Professional Services practice within its Global Technology and Operations business u...

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Broadridge Launches Innovative Repo Electronic Trading Solution
Banking

Broadridge Launches Innovative Repo Electronic Trading Solution

4y | Broadridge Financial Solutions

Broadridge Launches Innovative Repo Electronic Tra...

 Broadridge Financial Solutions, Inc. (NYSE: BR) today announced the launch of its new Repo Order Quote (ROQ) solution, a multi-market aggregatio...

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Broadridge Appoints Tom Carey to Head International Efforts
Asset management

Broadridge Appoints Tom Carey to Head International Efforts

4y | Broadridge Financial Solutions

Broadridge Appoints Tom Carey to Head Internationa...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the creation of Broadridge International, appointing Tom Carey to head Broadridge&rsquo...

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Broadridge Acquires Morningstar's 15(c) Board Consulting Services Business JL
Insurance

Broadridge Acquires Morningstar's 15(c) Board Consulting Services Business JL

4y | Broadridge Financial Solutions

Broadridge Acquires Morningstar's 15(c) Board Cons...

Broadridge Financial Solutions, Inc. (NYSE:BR) has agreed to acquire Morningstar, Inc.’s 15(c) board consulting services business. The acquisiti...

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

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

4y | Broadridge Financial Solutions

Beta Capital Chooses Broadridge Financial Solution...

Broadridge Financial Solutions, Inc.  (NYSE:BR) today announced that it was selected by Beta Capital Wealth Management (“Beta&rdq...

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Broadridge Partners with Wealthsimple To Enter the Robo-Advisory Market
Insurance

Broadridge Partners with Wealthsimple To Enter the Robo-Advisory Market

4y | Broadridge Financial Solutions

Broadridge Partners with Wealthsimple To Enter the...

New partnership brings next-generation fintech investing to financial institutions and their clients  Broadridge Financial Solutions, Inc. (...

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Worldsource Financial Management selects Broadridge’s Wealth Management Platform
Insurance

Worldsource Financial Management selects Broadridge’s Wealth Management Platform

4y | Broadridge Financial Solutions

Worldsource Financial Management selects Broadridg...

Integrated suite of fund management products offers enhanced advisor and investor experiences  Broadridge Financial Solutions, Inc. (NYSE:BR...

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Broadridge Recognized for Investments in Next Generation Technology, Tapping into Asia Growth in Capital Markets and Asset Management
Insurance

Broadridge Recognized for Investments in Next Generation Technology, Tapping into Asia Growth in Capital Markets and Asset Management

4y | Broadridge Financial Solutions

Broadridge Recognized for Investments in Next Gene...

Broadridge Financial Solutions, Inc. (NYSE: BR), a global fintech leader providing communications, technology, data and analytics solutions to financi...

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Broadridge Successfully Completes Pilot of Blockchain-Based Bilateral Repo Solution
Asset management

Broadridge Successfully Completes Pilot of Blockchain-Based Bilateral Repo Solution

4y | Broadridge Financial Solutions

Broadridge Successfully Completes Pilot of Blockch...

Bilateral repo blockchain pilot enhances efficiency, reduces risk, provides secure record of trade and collateral details  Broadridge Financ...

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Broadridge Enhances Document Composition and Compliance Reporting Capabilities, Acquires Summit Financial Disclosure, LLC
Asset management

Broadridge Enhances Document Composition and Compliance Reporting Capabilities, Acquires Summit Financial Disclosure, LLC

4y | Broadridge Financial Solutions

Broadridge Enhances Document Composition and Compl...

Broadridge Financial Solutions, Inc. (NYSE:BR) has acquired Summit Financial Disclosure, LLC, a full-service financial document management solutions p...

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Broadridge Revenue and Expense Management Solution Update Bolsters Automation and Analytics
Asset management

Broadridge Revenue and Expense Management Solution Update Bolsters Automation and Analytics

4y | Broadridge Financial Solutions

Broadridge Revenue and Expense Management Solution...

Latest Revport update improves user control, and fee calculation and billing efficiency Broadridge Financial Solutions, Inc. (NYSE:BR) announces it ha...

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Broadridge Concentrates on Global Growth Appoints Bob Santangelo President of International Sales Focusing on Growth in EMEA and APAC
Asset management

Broadridge Concentrates on Global Growth Appoints Bob Santangelo President of International Sales Focusing on Growth in EMEA and APAC

4y | Broadridge Financial Solutions

Broadridge Concentrates on Global Growth Appoints ...

Broadridge Financial Solutions, Inc. announced the appointment of Bob Santangelo to President of International Sales, based out of Broadridge’s ...

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Whitebox Advisors Chooses Broadridge in Transformative Move to Best-in-Suite Technology Platform
Banking

Whitebox Advisors Chooses Broadridge in Transformative Move to Best-in-Suite Technology Platform

4y | Broadridge Financial Solutions

Whitebox Advisors Chooses Broadridge in Transforma...

Broadridge Financial Solutions, Inc. (NYSE:BR) announced that Whitebox Advisors, a global, multi-strategy, multi-billion-dollar hedge fund, has c...

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Optimas Capital Adopts Broadridge Investment Management Solution
Asset management

Optimas Capital Adopts Broadridge Investment Management Solution

4y | Broadridge Financial Solutions

Optimas Capital Adopts Broadridge Investment Manag...

Broadridge’s Portfolio Master offering provides a truly flexible solution for portfolio and order management across asset classes with full...

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Broadridge Expands Asset Management Data and Analytics Offering Through Acquisition of Spence Johnson
Banking

Broadridge Expands Asset Management Data and Analytics Offering Through Acquisition of Spence Johnson

4y | Broadridge Financial Solutions

Broadridge Expands Asset Management Data and Analy...

Acquisition to provide unique combination of global retail and institutional data, market intelligence and insight  Broadridge Financial Solution...

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Broadridge Launches Trade Reporting Solution for SFTR Regulatory Change
Trading & brokering

Broadridge Launches Trade Reporting Solution for SFTR Regulatory Change

4y | Broadridge Financial Solutions

Broadridge Launches Trade Reporting Solution for S...

Broadridge Financial Solutions, Inc. (NYSE: BR) today announced the launch of its trade reporting solution for the European Securities and Markets Aut...

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Broadridge Adds MSCI ESG Fund Metrics to Further Expand Global Market Intelligence Platform
Banking

Broadridge Adds MSCI ESG Fund Metrics to Further Expand Global Market Intelligence Platform

4y | Broadridge Financial Solutions

Broadridge Adds MSCI ESG Fund Metrics to Further E...

New data and analytics provide transparency on the environmental, social and governance characteristics of over 26,000 mutual funds  Broadridge F...

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Broadridge Forms Strategic Alliance with Spence Johnson
Banking

Broadridge Forms Strategic Alliance with Spence Johnson

4y | Broadridge Financial Solutions

Broadridge Forms Strategic Alliance with Spence Jo...

Strategic alliance enables asset managers to analyse the global retail and institutional asset management opportunity together for the first time ...

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Robo-Advisors, Partnerships and Inorganic Intelligence to Drive Future of Wealth Management Industry, According to Broadridge, Aite Report
Banking

Robo-Advisors, Partnerships and Inorganic Intelligence to Drive Future of Wealth Management Industry, According to Broadridge, Aite Report

4y | Broadridge Financial Solutions

Robo-Advisors, Partnerships and Inorganic Intellig...

Client Assets on Digital Advice Platforms to Cross $400 Billion by End of 2018  A new wave of robo-advisors, an increasing number of partnerships...

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Top 5 Critical Considerations for Developing Regulatory Operations Model
Trading & brokering

Top 5 Critical Considerations for Developing Regulatory Operations Model

4y | Broadridge Financial Solutions

Top 5 Critical Considerations for Developing Regul...

RegTech Experts Share Key Insights at a Recent Broadridge Event for Asset Managers Broadridge Financial Solutions, Inc. (NYSE:BR) recently hosted a Re...

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Jabre Capital Adopts Broadridge's Integrated Order Management, Portfolio Management, and Risk Management Solution
Insurance

Jabre Capital Adopts Broadridge's Integrated Order Management, Portfolio Management, and Risk Management Solution

4y | Broadridge Financial Solutions

Jabre Capital Adopts Broadridge's Integrated Order...

Broadridge Financial Solutions, Inc.  (NYSE: BR) announced that Jabre Capital Partners, the global multi-strategy asset management company, has c...

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Investor Communications Japan (ICJ) Electronic Voting Platform Surpasses 800 Participating Issuers
Asset management

Investor Communications Japan (ICJ) Electronic Voting Platform Surpasses 800 Participating Issuers

4y | Broadridge Financial Solutions

Investor Communications Japan (ICJ) Electronic Vot...

Broadridge Financial Solutions, Inc. (NYSE: BR) announced today that Investor Communications Japan (ICJ), a joint venture of Broadridge and ...

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Bulk of Net New Assets Flow to Major Diversified Firms According to Broadridge Financial Solutions
Insurance

Bulk of Net New Assets Flow to Major Diversified Firms According to Broadridge Financial Solutions

4y | Broadridge Financial Solutions

Bulk of Net New Assets Flow to Major Diversified F...

Popularity of Robo-advice and Passive Products Benefit Vanguard and Charles Schwab  Firms with diversified and fully integrated product and distr...

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Broadridge Appoints Eric Bernstein as President of Investment Management Solutions
Asset management

Broadridge Appoints Eric Bernstein as President of Investment Management Solutions

4y | Broadridge Financial Solutions

Broadridge Appoints Eric Bernstein as President of...

Bernstein to lead client and market-focused solutions and drive global buy-side business growth  Broadridge Financial Solutions, Inc. (NYSE:BR)an...

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Broadridge Appoints Deborah A. Bussière as Global Chief Marketing Officer
Banking

Broadridge Appoints Deborah A. Bussière as Global Chief Marketing Officer

4y | Broadridge Financial Solutions

Broadridge Appoints Deborah A. Bussière as Global ...

Bussière to lead development of marketing strategies as Broadridge celebrates ten-year anniversary  Broadridge Financial Solutions, Inc.&n...

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Broadridge, J.P. Morgan, Northern Trust and Banco Santander Successfully Complete Pilot of Blockchain-Based Proxy Vote Solution
Banking

Broadridge, J.P. Morgan, Northern Trust and Banco Santander Successfully Complete Pilot of Blockchain-Based Proxy Vote Solution

4y | Broadridge Financial Solutions

Broadridge, J.P. Morgan, Northern Trust and Banco ...

Companies successfully complete blockchain proof of concept to enhance transparency in the proxy voting process  Broadridge Financial Solutions, ...

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Broadridge Expands its Global Post-Trade Control Solutions Through Acquisition of Message Automation
Asset management

Broadridge Expands its Global Post-Trade Control Solutions Through Acquisition of Message Automation

4y | Broadridge Financial Solutions

Broadridge Expands its Global Post-Trade Control S...

Acquisition extends Broadridge’s regulatory and compliance capabilities for capital markets firms and investment managers  Broadridge ...

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80 percent of Financial Firms expect transformative impact of Blockchain and adoption within 3-5 Years according to new Bain and Broadridge Report
Banking

80 percent of Financial Firms expect transformative impact of Blockchain and adoption within 3-5 Years according to new Bain and Broadridge Report

4y | Broadridge Financial Solutions

80 percent of Financial Firms expect transformativ...

Research estimates US$15-30 billion total cost and capital savings to global financial market ecosystems More than 80 percent of respondents expect di...

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ETFs and Index Funds Represent 85 Percent of Net New Assets for Third-Party Channels
Banking

ETFs and Index Funds Represent 85 Percent of Net New Assets for Third-Party Channels

4y | Broadridge Financial Solutions

ETFs and Index Funds Represent 85 Percent of Net N...

The usage of passive investment products, ETFs and index funds, hits all-time highs in 2016, driven by third-party distribution channel sales from bro...

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Frieda Lewis Appointed Chief Commercial Diversity Officer at Broadridge
Accounting

Frieda Lewis Appointed Chief Commercial Diversity Officer at Broadridge

5y | Broadridge Financial Solutions

Frieda Lewis Appointed Chief Commercial Diversity ...

Broadridge Financial Solutions, Inc. (NYSE:BR) announces the appointment of Frieda Lewis to Managing Director, Chief Commercial Diversi...

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AxiCorp Selects Broadridge Reconciliation Solution
Payments

AxiCorp Selects Broadridge Reconciliation Solution

5y | Broadridge Financial Solutions

AxiCorp Selects Broadridge Reconciliation Solution

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that AxiCorp, a leading provider of margin foreign exchange trading services for the re...

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Broadridge Expands its Wealth Management Capabilities Through Acquisition of M&O Systems, Inc.
Banking

Broadridge Expands its Wealth Management Capabilities Through Acquisition of M&O Systems, Inc.

5y | Broadridge Financial Solutions

Broadridge Expands its Wealth Management Capabilit...

Enhanced ability to help broker-dealers and wealth management firms with advisor support and transition to DOL Fiduciary Standards Broadridge Financia...

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Fee Based Distribution Channels Gain Market Share in 2016 According to Broadridge Financial Solutions
Insurance

Fee Based Distribution Channels Gain Market Share in 2016 According to Broadridge Financial Solutions

5y | Broadridge Financial Solutions

Fee Based Distribution Channels Gain Market Share ...

Registered investment advisors (RIAs) and independent broker dealers (IBDs) gathered the majority of retail fund and ETF assets in the first three qua...

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Broadridge Extends Global Post Trade Management Solution with Cash Management Capabilities
Banking

Broadridge Extends Global Post Trade Management Solution with Cash Management Capabilities

5y | Broadridge Financial Solutions

Broadridge Extends Global Post Trade Management So...

Broadridge Financial Solutions, Inc. (NYSE: BR) today announced the extension of cash management capabilities to its industry leading Global Post Trad...

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Shift from Active to Passive Investment Products Accelerates in First Half of 2016, According to Broadridge Financial Solutions
Insurance

Shift from Active to Passive Investment Products Accelerates in First Half of 2016, According to Broadridge Financial Solutions

5y | Broadridge Financial Solutions

Shift from Active to Passive Investment Products A...

Independent broker dealers (IBDs) and wirehouse firms experienced net asset outflows of two percent for actively managed mutual funds in the first hal...

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Broadridge Completes Acquisition of DST’s North American Customer Communications Business
Banking

Broadridge Completes Acquisition of DST’s North American Customer Communications Business

5y | Broadridge Financial Solutions

Broadridge Completes Acquisition of DST’s North Am...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced it has completed its previously-announced acquisition of the North American Customer Co...

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Broadridge Announces Closing of $500 Million Senior Notes Offering
Banking

Broadridge Announces Closing of $500 Million Senior Notes Offering

5y | Broadridge Financial Solutions

Broadridge Announces Closing of $500 Million Senio...

Broadridge Financial Solutions, Inc. (NYSE:BR) (“Broadridge”) today announced the closing of its offering of $500 million aggregate p...

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Broadridge Appoints Edings Thibault as Head of Investor Relations
Trading & brokering

Broadridge Appoints Edings Thibault as Head of Investor Relations

5y | Broadridge Financial Solutions

Broadridge Appoints Edings Thibault as Head of Inv...

Broadridge Financial Solutions, Inc.(NYSE:BR) today announced it has appointed W. Edings Thibault as Vice President and Head of Investor Relations.&nb...

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MicroCap Companies Have Decrease in Shareholder Support for Say-on-Pay, Finds New Report from Broadridge and PwC US
Trading & brokering

MicroCap Companies Have Decrease in Shareholder Support for Say-on-Pay, Finds New Report from Broadridge and PwC US

5y | Broadridge Financial Solutions

MicroCap Companies Have Decrease in Shareholder S...

Broadridge Financial Solutions, Inc. (NYSE:BR) and PwC's Governance Insights Center today released their ProxyPulse™ report for the 201...

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Broadridge Agrees to Acquire DST’s North American Customer Communications Business
Insurance

Broadridge Agrees to Acquire DST’s North American Customer Communications Business

5y | Broadridge Financial Solutions

Broadridge Agrees to Acquire DST’s North American ...

Creates North America’s premier customer communications technology platform Expected to be immediately accretive to GAAP and adjusted earnings B...

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Broadridge Broadens its Securities Financing and Collateral Management Solutions Through Acquisition of 4sight Financial Software
Banking

Broadridge Broadens its Securities Financing and Collateral Management Solutions Through Acquisition of 4sight Financial Software

5y | Broadridge Financial Solutions

Broadridge Broadens its Securities Financing and C...

Transaction accelerates Broadridge’s front-to-back office securities financing footprint globally  Broadridge Financial Solutions, Inc. (NY...

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Broadridge Appoints New Executive Talent to Support Growth of Market Intelligence Capabilities
Insurance

Broadridge Appoints New Executive Talent to Support Growth of Market Intelligence Capabilities

5y | Broadridge Financial Solutions

Broadridge Appoints New Executive Talent to Suppor...

Stephanie Clarke to join Broadridge as SVP of Global Market Intelligence Broadridge Financial Solutions, Inc. (NYSE: BR) announces the appointment of ...

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Broadridge Appoints General Manager of Mutual Fund Proxy Voting Business
Asset management

Broadridge Appoints General Manager of Mutual Fund Proxy Voting Business

5y | Broadridge Financial Solutions

Broadridge Appoints General Manager of Mutual Fund...

Broadridge Financial Solutions, Inc. (NYSE:BR) announces the promotion of Michael Collins to the role of vice president and general manager of Mutual ...

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Online Brokerage Questrade Adopts Broadridge FX and Liquidity Solution to Streamline Post-Trade Operations
Banking

Online Brokerage Questrade Adopts Broadridge FX and Liquidity Solution to Streamline Post-Trade Operations

5y | Broadridge Financial Solutions

Online Brokerage Questrade Adopts Broadridge FX an...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Questrade, an online retail brokerage based in Canada, has adopted Broadridge&rsqu...

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Broadridge Adds Derivatives Clearing to its Global Post Trade Management Solution
Banking

Broadridge Adds Derivatives Clearing to its Global Post Trade Management Solution

5y | Broadridge Financial Solutions

Broadridge Adds Derivatives Clearing to its Global...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it has broadened its Global Post Trade Management (GPTM) solution, adding exchange...

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Broadridge Launches Next Generation Global Post Trade Management Solution Enabling Banks to Gain Transformative Operational Advantages
Asset management

Broadridge Launches Next Generation Global Post Trade Management Solution Enabling Banks to Gain Transformative Operational Advantages

5y | Broadridge Financial Solutions

Broadridge Launches Next Generation Global Post Tr...

Solution leverages new technology and componentized architecture to position global banks for growth Broadridge Financial Solutions, Inc. (NYSE: BR) t...

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Independent Advisors Add Over $13B of Net New ETF Assets in Q1 2016, According to Broadridge Financial Solutions
Insurance

Independent Advisors Add Over $13B of Net New ETF Assets in Q1 2016, According to Broadridge Financial Solutions

5y | Broadridge Financial Solutions

Independent Advisors Add Over $13B of Net New ETF ...

IBD, RIA and Discount B/D Channels Experienced Positive Q1 ETF Net New Flows  Independent broker dealers (IBDs) and registered investment advisor...

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Broadridge Launches Global Solutions Partner Program
Banking

Broadridge Launches Global Solutions Partner Program

5y | Broadridge Financial Solutions

Broadridge Launches Global Solutions Partner Progr...

Broadridge Financial Solutions, Inc. (NYSE: BR) today announced that it has launched its new Solutions Partner Program. The Program is a global channe...

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Waters Technology Names Broadridge Best Outsourcing Provider to the Sell Side
Banking

Waters Technology Names Broadridge Best Outsourcing Provider to the Sell Side

5y | Broadridge Financial Solutions

Waters Technology Names Broadridge Best Outsourcin...

 Broadridge Financial Solutions, Inc. (NYSE:BR) was named the Best Outsourcing Provider to the Sell Side at Waters Technology’s Fourth Annu...

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Leading Japanese Online Broker Monex, Inc. Adopts Broadridge Processing Solution
Trading & brokering

Leading Japanese Online Broker Monex, Inc. Adopts Broadridge Processing Solution

5y | Broadridge Financial Solutions

Leading Japanese Online Broker Monex, Inc. Adopts ...

Monex, Inc., one of Japan’s largest online trading brokers, has chosen Broadridge Financial Solutions, Inc. (NYSE: BR) to support its Japanese e...

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Leading Japanese Online Broker Monex, Inc. Adopts Broadridge Processing Solution
Trading & brokering

Leading Japanese Online Broker Monex, Inc. Adopts Broadridge Processing Solution

5y | Broadridge Financial Solutions

Leading Japanese Online Broker Monex, Inc. Adopts ...

Monex, Inc., one of Japan's largest online trading brokers, has chosen Broadridge Financial Solutions, Inc. (NYSE: BR) to support its Japanese equ...

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Broadridge Invests In and Enters Into an Alliance with LiquidX, Inc.
Asset management

Broadridge Invests In and Enters Into an Alliance with LiquidX, Inc.

5y | Broadridge Financial Solutions

Broadridge Invests In and Enters Into an Alliance ...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it has made a strategic investment and entered into a referral, sales and marketin...

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Hedgeweek Names Broadridge Investment Management Solutions Best Risk Management Software Firm
Insurance

Hedgeweek Names Broadridge Investment Management Solutions Best Risk Management Software Firm

5y | Broadridge Financial Solutions

Hedgeweek Names Broadridge Investment Management S...

Broadridge Financial Solutions, Inc. (NYSE: BR) was awarded “Best Risk Management Software Firm” at the Hedgeweek Global Awards&...

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Hedgeweek Names Broadridge Investment Management Solutions Best Risk Management Software Firm
Insurance

Hedgeweek Names Broadridge Investment Management Solutions Best Risk Management Software Firm

5y | Broadridge Financial Solutions

Hedgeweek Names Broadridge Investment Management S...

Broadridge Financial Solutions, Inc. (NYSE: BR) was awarded "Best Risk Management Software Firm" at the Hedgeweek Global Awards&nb...

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4sight Financial Software Opens New York Office
Asset management

4sight Financial Software Opens New York Office

5y | Broadridge Financial Solutions

4sight Financial Software Opens New York Office

4sight Financial Software, a leading software and consultancy provider to the Securities Finance, Swaps and Collateral Management markets has opened a...

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Europe Leads Global Net Sales for Long-Term Funds in 2015, According to Broadridge Financial Solutions
Insurance

Europe Leads Global Net Sales for Long-Term Funds in 2015, According to Broadridge Financial Solutions

5y | Broadridge Financial Solutions

Europe Leads Global Net Sales for Long-Term Funds ...

Cross Border Fund Sales Drives Growth in Europe Global fund net sales growth in 2015 was driven by European markets, according to data released today ...

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Broadridge Invests in Corporate Governance Solutions Provider to Expand Analytics Capabilities across Europe
Insurance

Broadridge Invests in Corporate Governance Solutions Provider to Expand Analytics Capabilities across Europe

5y | Broadridge Financial Solutions

Broadridge Invests in Corporate Governance Solutio...

Enters exclusive sales and marketing agreement to expand offering for corporations and institutional investors through DirectorInsight platform  ...

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ETF Assets Hit Record $2.2 Trillion in 2015, According to Broadridge Financial Solutions
Insurance

ETF Assets Hit Record $2.2 Trillion in 2015, According to Broadridge Financial Solutions

6y | Broadridge Financial Solutions

ETF Assets Hit Record $2.2 Trillion in 2015, Accor...

Growth of ETFs drives increased allocation of passive products in retail distribution channels Total exchange-traded fund (ETF) assets hit an all-time...

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4sight Adds Jonathan Cooper to its New York Sales Team
Asset management

4sight Adds Jonathan Cooper to its New York Sales Team

6y | Broadridge Financial Solutions

4sight Adds Jonathan Cooper to its New York Sales ...

4sight, a leading provider of collateral management, securities finance and swaps systems, has recruited Jonathan Cooper to its North American sales t...

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Prophet Capital Asset Management Adopts Broadridge’s Trading, Portfolio Management and Operating Solution
Trading & brokering

Prophet Capital Asset Management Adopts Broadridge’s Trading, Portfolio Management and Operating Solution

6y | Broadridge Financial Solutions

Prophet Capital Asset Management Adopts Broadridge...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that  Prophet Capital Asset Management, a $2.3 billion structured credit hedge fun...

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Edward Jones Adopts Broadridge-backed Performance Analytics Platform for Retail Investors
Asset management

Edward Jones Adopts Broadridge-backed Performance Analytics Platform for Retail Investors

6y | Broadridge Financial Solutions

Edward Jones Adopts Broadridge-backed Performance ...

Broadridge platform delivers transparent performance analytics and reports for Edward Jones clients Broadridge Financial Solutions, Inc.(NYSE: BR) tod...

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Nearly Two-Thirds of Equity Analysts Expect Regulatory Pressures on Global Banks to Increase Over the Next Five Years, According to Broadridge Report
Asset management

Nearly Two-Thirds of Equity Analysts Expect Regulatory Pressures on Global Banks to Increase Over the Next Five Years, According to Broadridge Report

6y | Broadridge Financial Solutions

Nearly Two-Thirds of Equity Analysts Expect Regula...

Survey of 150 Analysts in U.S., Europe, Asia Cites So-Called “Basel IV” Rules as Key Challenge Nearly two-thirds of equity analysts (61 pe...

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Leading Online Securities Company in Japan Adopts Broadridge's Post-Trade Technology to Support Expanding International Business
Asset management

Leading Online Securities Company in Japan Adopts Broadridge's Post-Trade Technology to Support Expanding International Business

6y | Broadridge Financial Solutions

Leading Online Securities Company in Japan Adopts ...

SBI Securities Co., Ltd., one of Japan's largest online securities companies, has selected Broadridge Financial Solutions' (NYSE: BR) post-tra...

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Broadridge Names Julie Taylor as Chief Human Resources Officer, Laura Matlin as Chief Governance Officer
Trading & brokering

Broadridge Names Julie Taylor as Chief Human Resources Officer, Laura Matlin as Chief Governance Officer

6y | Broadridge Financial Solutions

Broadridge Names Julie Taylor as Chief Human Resou...

 Broadridge Financial Solutions, Inc.(NYSE:BR) today announced that Julie Taylor has been appointed chief human resources officer (CHRO) and memb...

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Broadridge Expands EMEA Team to Support Global Financial Institutions
Asset management

Broadridge Expands EMEA Team to Support Global Financial Institutions

6y | Broadridge Financial Solutions

Broadridge Expands EMEA Team to Support Global Fin...

Kimberly Jewell, Mike Thrower and Peter Morris join Broadridge’s London office Broadridge Financial Solutions, Inc. (NYSE: BR) has hired three s...

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Broadridge Expands Local Proxy Processing Services in Europe and Asia-Pacific
Banking

Broadridge Expands Local Proxy Processing Services in Europe and Asia-Pacific

6y | Broadridge Financial Solutions

Broadridge Expands Local Proxy Processing Services...

New Shared Services Solution Supports Local Market Proxy Processing in Nine Major Markets Broadridge Financial Solutions, Inc. (NYSE:BR), a leading pr...

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Blockbuster Year for Mixed Asset Funds In European Investment Inflows in First Half of 2015, According to Broadridge Financial Solutions
Banking

Blockbuster Year for Mixed Asset Funds In European Investment Inflows in First Half of 2015, According to Broadridge Financial Solutions

6y | Broadridge Financial Solutions

Blockbuster Year for Mixed Asset Funds In European...

Mid-year report uncovers key investment trends in European fund and ETF market; Broadridge partners with MackayWilliams for data analysis and research...

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‘Utility’ Model Could Trim Banks’ $9 Billion Trade Processing Costs by Up to 40 Percent, According to Broadridge Report
Banking

‘Utility’ Model Could Trim Banks’ $9 Billion Trade Processing Costs by Up to 40 Percent, According to Broadridge Report

6y | Broadridge Financial Solutions

‘Utility’ Model Could Trim Banks’ $9 Billion Trade...

Large banks spend between $6 billion and $9 billion processing standardized trades each year, and could reduce those costs by up to 40 percent by adop...

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Broadridge Debuts New Communication and Proxy Voting Website for Individuals, Companies, and Broker-Dealers

Broadridge Debuts New Communication and Proxy Voting Website for Individuals, Companies, and Broker-Dealers

6y | Broadridge Financial Solutions

Broadridge Debuts New Communication and Proxy Voti...

Broadridge Financial Solutions, Inc. BR, -0.60% has launched a newly upgraded ProxyVote.com site which improves the shareholder communication and prox...

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ETFs Continue to Widen Growth Gap over Mutual Funds in Retail Investment Channels, According to Broadridge Financial Solutions
Payments

ETFs Continue to Widen Growth Gap over Mutual Funds in Retail Investment Channels, According to Broadridge Financial Solutions

6y | Broadridge Financial Solutions

ETFs Continue to Widen Growth Gap over Mutual Fund...

ETF assets up $116 billion year-to-date 2015, all from retail channels Retail channels continued to drive exchange-traded fund (ETF) growth through th...

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Leading Hedge Funds in Asia Adopt Broadridge's Trading, Portfolio Management and Operating Solution
Banking

Leading Hedge Funds in Asia Adopt Broadridge's Trading, Portfolio Management and Operating Solution

6y | Broadridge Financial Solutions

Leading Hedge Funds in Asia Adopt Broadridge's Tra...

BosValen Asset Management and Pleiad Investment Advisors deploy Broadridge's investment management platform  Broadridge Financial Solutions, ...

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2015 Proxy Season Characterized by an Uptick in Many Forms of Shareholder Activism, According to New Report from Broadridge and PwC US
Insurance

2015 Proxy Season Characterized by an Uptick in Many Forms of Shareholder Activism, According to New Report from Broadridge and PwC US

6y | Broadridge Financial Solutions

2015 Proxy Season Characterized by an Uptick in Ma...

Mid-season snapshot shows increases in proxy contests and “Vote No” and “Vote Yes” campaigns, a small rise in retail share own...

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Cetera Financial Institutions Selects Broadridge Mobile Solution to Support its Retail Advising Platform
Insurance

Cetera Financial Institutions Selects Broadridge Mobile Solution to Support its Retail Advising Platform

6y | Broadridge Financial Solutions

Cetera Financial Institutions Selects Broadridge M...

Solution enables unified multi-channel experience for advisors and their clients Broadridge Financial Solutions, Inc. (NYSE: BR) has been selected as ...

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Synthetic Financing: Target Operating Models and Technology Challenges
Banking

Synthetic Financing: Target Operating Models and Technology Challenges

6y | Broadridge Financial Solutions

Synthetic Financing: Target Operating Models and T...

A survey of 56 market participants carried out by swaps technology provider 4sight and consultancy The Field Effect has revealed that 32% of participa...

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BBVA Adopts Broadridge Post-Trade Utility Model to Optimize its Fixed Income Business
Banking

BBVA Adopts Broadridge Post-Trade Utility Model to Optimize its Fixed Income Business

6y | Broadridge Financial Solutions

BBVA Adopts Broadridge Post-Trade Utility Model to...

BBVA Group has entered a multi-year agreement with Broadridge Financial Solutions, Inc. (NYSE: BR) for a post-trade Managed Service to ...

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More Financial Advisors Using ETFs than Ever Before, According to New Advisor Intelligence Tool from Broadridge and Cogent Reports
Trading & brokering

More Financial Advisors Using ETFs than Ever Before, According to New Advisor Intelligence Tool from Broadridge and Cogent Reports

6y | Broadridge Financial Solutions

More Financial Advisors Using ETFs than Ever Befor...

New Solution for Asset Managers Uncovers Industry Trends, Revealing Increasing Usage of ETFs among Advisors More than three-quarters of financial...

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Portigon Financial Services Deploys Broadridge's Post-Trade Processing Solution for German Domestic and International Operations
Asset management

Portigon Financial Services Deploys Broadridge's Post-Trade Processing Solution for German Domestic and International Operations

6y | Broadridge Financial Solutions

Portigon Financial Services Deploys Broadridge's P...

Multi-asset solution increases efficiency, improves business controls and reduces costs through streamlined processing Broadridge Financial Solutions,...

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Broadridge Completes Acquisition of Fiduciary Services and Competitive Intelligence Business from Thomson Reuters
Insurance

Broadridge Completes Acquisition of Fiduciary Services and Competitive Intelligence Business from Thomson Reuters

6y | Broadridge Financial Solutions

Broadridge Completes Acquisition of Fiduciary Serv...

Provides Global Expansion for Broadridge’s Suite of Market Intelligence and Compliance Solutions Broadridge Financial Solutions, Inc. (NYSE:BR) ...

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Broadridge Wins “Best Managed Service for Reference Data” for Third Consecutive Year at the Inside Reference Data Awards 2015
Banking

Broadridge Wins “Best Managed Service for Reference Data” for Third Consecutive Year at the Inside Reference Data Awards 2015

6y | Broadridge Financial Solutions

Broadridge Wins “Best Managed Service for Referenc...

Broadridge Financial Solutions, Inc. (NYSE:BR) has received the Inside Reference Data award for “Best Managed Service for Reference Data” ...

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Broadridge to Acquire Fiduciary Services and Competitive Intelligence Business from Thomson Reuters
Insurance

Broadridge to Acquire Fiduciary Services and Competitive Intelligence Business from Thomson Reuters

6y | Broadridge Financial Solutions

Broadridge to Acquire Fiduciary Services and Compe...

Broadridge Financial Solutions, Inc. (NYSE: BR) has signed an agreement with Thomson Reuters (NYSE: TRI) to acquire the Fiduciary Services and Competi...

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Broadridge Expands Wealth Management Business with Two New Executives
Trading & brokering

Broadridge Expands Wealth Management Business with Two New Executives

6y | Broadridge Financial Solutions

Broadridge Expands Wealth Management Business with...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the appointments of Liz Pedersen as senior vice president of wealth managed services an...

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Broadridge Ranked ‘Best-Of-Breed’ in Chartis RiskTech Quadrant® for Sell-Side Risk Technology
Asset management

Broadridge Ranked ‘Best-Of-Breed’ in Chartis RiskTech Quadrant® for Sell-Side Risk Technology

6y | Broadridge Financial Solutions

Broadridge Ranked ‘Best-Of-Breed’ in Chartis RiskT...

Broadridge Financial Solutions, Inc. (NYSE:BR) has ranked “Best-of-Breed” in the 2015 Chartis RiskTech Quadrant® for Sell-Side Risk Ma...

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ETFs Outgrew Mutual Funds in Retail Channels for the First Time in Q1, According to Broadridge
Banking

ETFs Outgrew Mutual Funds in Retail Channels for the First Time in Q1, According to Broadridge

6y | Broadridge Financial Solutions

ETFs Outgrew Mutual Funds in Retail Channels for t...

In retail channel, ETFs up $267 billion, mutual funds up $255 billion year-over-year Total growth in Exchange Traded Fund (ETF) assets sold through re...

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Broadridge Launches Trade Expense Managed Service
Asset management

Broadridge Launches Trade Expense Managed Service

6y | Broadridge Financial Solutions

Broadridge Launches Trade Expense Managed Service

Service expands post-trade managed services platform for trade expense analytics, standardization and process optimization Broadridge Financial Soluti...

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Broadridge Completes Acquisition of M&T Bank Corporation’s Wilmington Trust Retirement and Institutional Services Business
Banking

Broadridge Completes Acquisition of M&T Bank Corporation’s Wilmington Trust Retirement and Institutional Services Business

6y | Broadridge Financial Solutions

Broadridge Completes Acquisition of M&T Bank Corpo...

Expands Broadridge’s Matrix Financial Solutions Retirement Services Offering Broadridge Financial Solutions, Inc. (NYSE:BR) has completed its ac...

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4sight Software Publishes New Whitepaper: Is Collateral Optimisation a Big Data Problem?
Insurance

4sight Software Publishes New Whitepaper: Is Collateral Optimisation a Big Data Problem?

6y | Broadridge Financial Solutions

4sight Software Publishes New Whitepaper: Is Colla...

4sight Financial Software has published a new whitepaper on collateral optimisation. The paper, entitled ‘Is Collateral Optimisation a Big Data ...

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Broadridge and PwC U.S. Report Declining Shareholder Support for Directors and Say-on-Pay
Trading & brokering

Broadridge and PwC U.S. Report Declining Shareholder Support for Directors and Say-on-Pay

6y | Broadridge Financial Solutions

Broadridge and PwC U.S. Report Declining Sharehold...

Broadridge Financial Solutions, Inc. (NYSE: BR) and PwC's Center for Board Governance released their ProxyPulse(TM) report for the 2014 fall proxy...

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Broadridge Expands its Operations and IT Professional Services Practice
Banking

Broadridge Expands its Operations and IT Professional Services Practice

6y | Broadridge Financial Solutions

Broadridge Expands its Operations and IT Professio...

Erik DiGiacomo Hired to Grow Company’s Practice Supporting Operational Transformation by Banks, Broker-Dealers, Hedge Funds Broadridge Financial...

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4sight Software Launches New Tri-Party Collateral Management Functionality
Insurance

4sight Software Launches New Tri-Party Collateral Management Functionality

6y | Broadridge Financial Solutions

4sight Software Launches New Tri-Party Collateral ...

4sight has enhanced its support for the tri-party trading process in the 4sight Securities Finance and Collateral Management system.  The new fea...

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Pershing Securities Australia Signs with Broadridge to Advance its Multi-Asset Post-Trade Processing
Insurance

Pershing Securities Australia Signs with Broadridge to Advance its Multi-Asset Post-Trade Processing

6y | Broadridge Financial Solutions

Pershing Securities Australia Signs with Broadridg...

New platform to increase operational efficiencies, enable timely response to regulatory and market changes  Broadridge Financial Solutions, Inc. ...

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ETF Assets Reached $2.08 Trillion in 2014, Led by Independent Advisors and Private Banks, According to Broadridge Data
Banking

ETF Assets Reached $2.08 Trillion in 2014, Led by Independent Advisors and Private Banks, According to Broadridge Data

7y | Broadridge Financial Solutions

ETF Assets Reached $2.08 Trillion in 2014, Led by ...

Investor migration to independent advice drives 17% increase in ETFs in 2014; 19% increase in distribution of all passively managed investments W...

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Broadridge to Acquire Trade Processing Business from M&t Bank Corporation's Wilmington Trust Retirement and Institutional Services Unit
Banking

Broadridge to Acquire Trade Processing Business from M&t Bank Corporation's Wilmington Trust Retirement and Institutional Services Unit

7y | Broadridge Financial Solutions

Broadridge to Acquire Trade Processing Business fr...

Combination with Broadridge's industry-leading Matrix platform expands solutions offering for the growing retirement services market Broadridge Fi...

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Broadridge Acquires Foreign Exchange, Cash Management Technology Company to Expand Support for Banks and Broker-Dealers
Banking

Broadridge Acquires Foreign Exchange, Cash Management Technology Company to Expand Support for Banks and Broker-Dealers

7y | Broadridge Financial Solutions

Broadridge Acquires Foreign Exchange, Cash Managem...

Broadridge Financial Solutions, Inc. (NYSE: BR) has acquired TwoFour Systems LLC, a provider of real-time foreign exchange solutions for banks an...

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Broadridge Enhances Collateral Management Offering Through Partnership with AcadiaSoft
Insurance

Broadridge Enhances Collateral Management Offering Through Partnership with AcadiaSoft

7y | Broadridge Financial Solutions

Broadridge Enhances Collateral Management Offering...

Integration of AcadiaSoft’s MarginSphere® with Broadridge’s CollateralProTM to Streamline Processing of Margin Calls  Broadridge ...

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Broadridge to Host 2014 Investor and Analyst Day On December 11, 2014
Accounting

Broadridge to Host 2014 Investor and Analyst Day On December 11, 2014

7y | Broadridge Financial Solutions

Broadridge to Host 2014 Investor and Analyst Day O...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it will host its 2014 Investor and Analyst Day at the JW Marriott Essex House New ...

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Broadridge Awarded Patent for Regulatory Communication Assembly and On-demand Print Process
Asset management

Broadridge Awarded Patent for Regulatory Communication Assembly and On-demand Print Process

7y | Broadridge Financial Solutions

Broadridge Awarded Patent for Regulatory Communica...

Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of investor communication solutions, announced the issuance of its latest pate...

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Improving the Participant Experience is a Key Part in Addressing the Nation’s Retirement Savings Shortfall, according to Broadridge Research
Banking

Improving the Participant Experience is a Key Part in Addressing the Nation’s Retirement Savings Shortfall, according to Broadridge Research

7y | Broadridge Financial Solutions

Improving the Participant Experience is a Key Part...

Unique needs of Baby Boomers, Generation X, and Millennials require personalized and streamlined communications  As the nation’s retirement...

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Independent Broker-Dealers Increased Long-Term Mutual Funds & ETF Assets in Q3 Despite Market Downturn, according to Broadridge
Insurance

Independent Broker-Dealers Increased Long-Term Mutual Funds & ETF Assets in Q3 Despite Market Downturn, according to Broadridge

7y | Broadridge Financial Solutions

Independent Broker-Dealers Increased Long-Term Mut...

Uptick in use of ETFs among advisors across channels drives 10% ETF growth year-to-date Total third party distribution of long-term mutual fund and ET...

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Growing Demand for Transparency Drives Momentum for Broadridge’s Revenue and Expense Management Offerings
Asset management

Growing Demand for Transparency Drives Momentum for Broadridge’s Revenue and Expense Management Offerings

7y | Broadridge Financial Solutions

Growing Demand for Transparency Drives Momentum fo...

More than 20 new clients now using Broadridge to help manage regulatory and compliance pressure around fees  Broadridge Financial Solutions, Inc....

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2014 Proxy Season Sees Intense Shareholder Activism and Lower Support for Pay Plans
Insurance

2014 Proxy Season Sees Intense Shareholder Activism and Lower Support for Pay Plans

7y | Broadridge Financial Solutions

2014 Proxy Season Sees Intense Shareholder Activis...

Broadridge Financial Solutions, Inc. (NYSE:BR) and PwC’s Center for Board Governance today released their final ProxyPulse&t...

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4sight Recruits Raymond Blokland to its Securities Finance and Collateral Management Business
Trading & brokering

4sight Recruits Raymond Blokland to its Securities Finance and Collateral Management Business

7y | Broadridge Financial Solutions

4sight Recruits Raymond Blokland to its Securities...

London, Sep 2014: 4sight Financial Software, a leading provider of software and consultancy to the Securities Finance and Collateral Management market...

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Changes in Regulation and Market Structure Have Led 77 Percent of Global Financial Institutions to Alter their Business Models, According to Research from Broadridge and the Economist Intelligence Unit
Insurance

Changes in Regulation and Market Structure Have Led 77 Percent of Global Financial Institutions to Alter their Business Models, According to Research from Broadridge and the Economist Intelligence Unit

7y | Broadridge Financial Solutions

Changes in Regulation and Market Structure Have Le...

Industry shifts have increased the importance of the Chief Operating Officer in financial services  Broadridge Financial Solutions, Inc. (NYSE:BR...

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Broadridge launches new innovations to raise efficiency levels for reconciliation and confirmation matching
Payments

Broadridge launches new innovations to raise efficiency levels for reconciliation and confirmation matching

7y | Broadridge Financial Solutions

Broadridge launches new innovations to raise effic...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced a new release of its PROactiveTM solution suite for reconciliation and process manageme...

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Farmers Insurance Group Federal Credit Union Selects DNA and Integrated Surround Solutions from Fiserv
Banking

Farmers Insurance Group Federal Credit Union Selects DNA and Integrated Surround Solutions from Fiserv

7y | Broadridge Financial Solutions

Farmers Insurance Group Federal Credit Union Selec...

Credit union chooses Fiserv to strengthen digital channels, serve individual and commercial needs of members, and position itself for growth  Far...

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Broadridge Helps Global Banks Accelerate Operational Transformation
Asset management

Broadridge Helps Global Banks Accelerate Operational Transformation

7y | Broadridge Financial Solutions

Broadridge Helps Global Banks Accelerate Operation...

In Response to Changing Market Structure, Banks Take Steps to Mutualize Costs across their Capital Markets Businesses Broadridge Financial Solutions, ...

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Growth of Defined Contribution Assets Drives Demand for Broadridge’s Retirement Solutions
Insurance

Growth of Defined Contribution Assets Drives Demand for Broadridge’s Retirement Solutions

7y | Broadridge Financial Solutions

Growth of Defined Contribution Assets Drives Deman...

Broadridge Financial Solutions, Inc (NYSE:BR) announced today that Automatic Data Processing, Inc. (ADP), one of the largest providers of business pro...

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Broadridge Investment Management Solutions Launches Performance and Attribution Solution for Hedge Funds and Investment Managers
Asset management

Broadridge Investment Management Solutions Launches Performance and Attribution Solution for Hedge Funds and Investment Managers

7y | Broadridge Financial Solutions

Broadridge Investment Management Solutions Launche...

Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of technology-driven solutions for financial firms and corporate issuers globally, ...

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Broadridge Announces New President of Global Sales, Marketing and Client Solutions
Accounting

Broadridge Announces New President of Global Sales, Marketing and Client Solutions

7y | Broadridge Financial Solutions

Broadridge Announces New President of Global Sales...

Broadridge Financial Solutions, Inc. (NYSE:BR) announced today that Christopher J. Perry will join Broadridge as President of Global Sales, Marketing ...

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4sight and Rule Financial Publish New Buy Side Collateral Management Whitepaper
Asset management

4sight and Rule Financial Publish New Buy Side Collateral Management Whitepaper

7y | Broadridge Financial Solutions

4sight and Rule Financial Publish New Buy Side Col...

Collateral systems provider 4sight and business and IT consultancy Rule Financial have published a new research paper on buy side collateral managemen...

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Broadridge’s Matrix Financial Solutions Launches ModelTool(k)it for Financial Advisors and Retirement Plan Providers
Banking

Broadridge’s Matrix Financial Solutions Launches ModelTool(k)it for Financial Advisors and Retirement Plan Providers

7y | Broadridge Financial Solutions

Broadridge’s Matrix Financial Solutions Launches M...

Matrix Partnership with Envestnet Retirement Solutions Brings New Modeling Solution for Retirement Plan Focused Financial Service Providers  Matr...

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Broadridge Signs MOU with Taiwanese Depositary to Cooperate with StockVote System
Banking

Broadridge Signs MOU with Taiwanese Depositary to Cooperate with StockVote System

7y | Broadridge Financial Solutions

Broadridge Signs MOU with Taiwanese Depositary to ...

Successful cooperation will support improved corporate governance processes in Taiwan through international proxy voting automation Broadridge Financi...

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Technology Use in 2014 Proxy Season Hits All Time High
Banking

Technology Use in 2014 Proxy Season Hits All Time High

7y | Broadridge Financial Solutions

Technology Use in 2014 Proxy Season Hits All Time ...

Record Efficiency, Savings and e-Participation Technology-solutions for investor communications and proxy voting contributed to record savings for cor...

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Broadridge Reports Fourth Quarter and Fiscal Year 2014 Results
Trading & brokering

Broadridge Reports Fourth Quarter and Fiscal Year 2014 Results

7y | Broadridge Financial Solutions

Broadridge Reports Fourth Quarter and Fiscal Year ...

Announces Record Revenues, Earnings, and Closed Sales Increases Annual Dividend 29% to $1.08 per share Broadridge Financial Solutions, Inc. (NYSE...

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Financial Industry’s Focus on Transparency Drives Continued Momentum at Broadridge’s Matrix Financial Solutions
Accounting

Financial Industry’s Focus on Transparency Drives Continued Momentum at Broadridge’s Matrix Financial Solutions

7y | Broadridge Financial Solutions

Financial Industry’s Focus on Transparency Drives ...

Southwest Securities, Inc. & Summit Brokerage Services among latest broker/dealers to adopt Matrix’s Data Feed, Level Compensation & Ret...

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RIAs See 12% Growth in Long-Term Mutual Fund & ETF Assets in First Half of 2014, According to Broadridge
Trading & brokering

RIAs See 12% Growth in Long-Term Mutual Fund & ETF Assets in First Half of 2014, According to Broadridge

7y | Broadridge Financial Solutions

RIAs See 12% Growth in Long-Term Mutual Fund & ETF...

Increase driven by investors moving to independent advice models  Registered investment advisors (RIAs) increased long-term mutual fund and ETF a...

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Broadridge’s Matrix Financial Solutions to Address Challenges and Opportunities Facing Financial Services Professionals at Get Connected 2014
Banking

Broadridge’s Matrix Financial Solutions to Address Challenges and Opportunities Facing Financial Services Professionals at Get Connected 2014

7y | Broadridge Financial Solutions

Broadridge’s Matrix Financial Solutions to Address...

Keynote and Breakout Sessions to Provide Insights for Success Through ‘Building a Winning Team’  Matrix Financial Solutions, Inc., a&...

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Broadridge Investment Management Solutions Unveils New Mobile, Web-Based Reporting Tool
Banking

Broadridge Investment Management Solutions Unveils New Mobile, Web-Based Reporting Tool

7y | Broadridge Financial Solutions

Broadridge Investment Management Solutions Unveils...

Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of technology-driven solutions for financial firms and corporate issuers globa...

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New ProxyPulse Report Reveals Decreased Shareholder Support for Executive Compensation
Insurance

New ProxyPulse Report Reveals Decreased Shareholder Support for Executive Compensation

7y | Broadridge Financial Solutions

New ProxyPulse Report Reveals Decreased Shareholde...

Latest edition shows declines at mid-cap, small-cap and micro-cap companies  Shareholder support for executive compensation plans has declined in...

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Broadridge and Doxim Partner to Bring Smart Statements to Canadian Financial Services Firms
Banking

Broadridge and Doxim Partner to Bring Smart Statements to Canadian Financial Services Firms

7y | Broadridge Financial Solutions

Broadridge and Doxim Partner to Bring Smart Statem...

Broadridge Financial Solutions, Inc., the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutua...

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INTL FCStone Goes Live with TwoFour’s FX & Margin Solution
Banking

INTL FCStone Goes Live with TwoFour’s FX & Margin Solution

7y | Broadridge Financial Solutions

INTL FCStone Goes Live with TwoFour’s FX & Margin ...

Client expands usage of TwoFour to its Global FX Prime Brokerage Group TwoFour, a specialist provider of global real-time foreign exchange (”FX&...

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Broadridge Expands Multi-Asset Processing Footprint by Increasing Derivatives Coverage
Asset management

Broadridge Expands Multi-Asset Processing Footprint by Increasing Derivatives Coverage

7y | Broadridge Financial Solutions

Broadridge Expands Multi-Asset Processing Footprin...

Broadens market share with differentiated end-to-end, multi-asset offering  Broadridge Financial Solutions, Inc. (NYSE:BR) a leading provider of ...

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Usage of TwoFour Cash Management System Expanded by Jefferies
Banking

Usage of TwoFour Cash Management System Expanded by Jefferies

7y | Broadridge Financial Solutions

Usage of TwoFour Cash Management System Expanded b...

Expansion Adds London Users to Real-Time, Intra-Day Cash Management and Payment / Receipts Processing Solution  TwoFour Systems, LLC (“TwoF...

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Broadridge and Pitney Bowes Launch New Interactive Technology Platform, Inlet™, To Drive Paperless Adoption
Banking

Broadridge and Pitney Bowes Launch New Interactive Technology Platform, Inlet™, To Drive Paperless Adoption

7y | Broadridge Financial Solutions

Broadridge and Pitney Bowes Launch New Interactive...

Inlet™ offers secure, customizable approach for businesses to distribute statements, bills and other documents to consumer-selected channels&nbs...

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Broadridge Announces New Chief Financial Officer
Banking

Broadridge Announces New Chief Financial Officer

7y | Broadridge Financial Solutions

Broadridge Announces New Chief Financial Officer

Broadridge Financial Solutions, Inc. (NYSE:BR)  announced today that James M. Young has been appointed the company’s Chief Financial Office...

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Broadridge Recognized for “Best Managed Service for Reference Data” for Second Consecutive Year
Insurance

Broadridge Recognized for “Best Managed Service for Reference Data” for Second Consecutive Year

7y | Broadridge Financial Solutions

Broadridge Recognized for “Best Managed Service fo...

Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of technology-driven solutions for financial firms and corporate issuers globally, ...

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TwoFour Logs Record Growth
Asset management

TwoFour Logs Record Growth

7y | Broadridge Financial Solutions

TwoFour Logs Record Growth

Momentum Continues to Increase for the Capital Markets Consulting, FX and Cash Management Software Firm TwoFour today announced record growth and expa...

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Broadridge Named One of the Best Companies to Work for in New York State for the Seventh Consecutive Year
Accounting

Broadridge Named One of the Best Companies to Work for in New York State for the Seventh Consecutive Year

7y | Broadridge Financial Solutions

Broadridge Named One of the Best Companies to Work...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it has been named one of the Best Companies to Work for in New York State. This ma...

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Broadridge Reports Third Quarter 2014 Results
Trading & brokering

Broadridge Reports Third Quarter 2014 Results

7y | Broadridge Financial Solutions

Broadridge Reports Third Quarter 2014 Results

Announces Record YTD Revenue and EPS Reaffirms Full Year Guidance  Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial result...

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4sight Financial Software Chooses Perforce for Global Collaboration and Development across Three Continents
Trading & brokering

4sight Financial Software Chooses Perforce for Global Collaboration and Development across Three Continents

7y | Broadridge Financial Solutions

4sight Financial Software Chooses Perforce for Glo...

Perforce Software today announced that 4sight Financial Software is using Perforce’s suite of version management and collaboration tools to deve...

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New ProxyPulse Reports Increasing Shareholder Activism, Pressure on Corporate Directors
Insurance

New ProxyPulse Reports Increasing Shareholder Activism, Pressure on Corporate Directors

7y | Broadridge Financial Solutions

New ProxyPulse Reports Increasing Shareholder Acti...

2014 First Edition Now Online Increased shareholder activism, decreased support for smaller company directors and increased retail investor ownership ...

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Third-party Distribution of Long-term Mutual Fund & ETF Assets Reach $8.8 Trillion in Q1 2014 Driven by Retail Focused Distribution Channels, According to Broadridge
Banking

Third-party Distribution of Long-term Mutual Fund & ETF Assets Reach $8.8 Trillion in Q1 2014 Driven by Retail Focused Distribution Channels, According to Broadridge

7y | Broadridge Financial Solutions

Third-party Distribution of Long-term Mutual Fund ...

New whitepaper highlights growth of RIA Channel and offers providers a roadmap to capitalize on RIAs expanding influence and success  Total third...

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Reducing Trade Execution Expenses and Gaining Transparency are Top of Mind for Leading Global Banks, according to Broadridge
Asset management

Reducing Trade Execution Expenses and Gaining Transparency are Top of Mind for Leading Global Banks, according to Broadridge

7y | Broadridge Financial Solutions

Reducing Trade Execution Expenses and Gaining Tran...

Quarterly roundtables uncover key challenges and best practices in trade expense visibility and management  Broadridge Financial Solutions, ...

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Broadridge Introduces a New Global Collateral Management Solution
Banking

Broadridge Introduces a New Global Collateral Management Solution

7y | Broadridge Financial Solutions

Broadridge Introduces a New Global Collateral Mana...

Broadridge Financial Solutions, Inc. (NYSE: BR), a leading provider of technology-driven solutions for financial firms and corporate issuers globally,...

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Market Leading Investment Bank Goes Live with TwoFour to Manage FX Processing
Asset management

Market Leading Investment Bank Goes Live with TwoFour to Manage FX Processing

7y | Broadridge Financial Solutions

Market Leading Investment Bank Goes Live with TwoF...

Securities Unit is leveraging TwoFour for Agency-Based Front-to-Back FX Operations  TwoFour Systems, LLC (“TwoFour”), today announced...

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Bonaire Enhances SaaS Offering for Asset Managers
Asset management

Bonaire Enhances SaaS Offering for Asset Managers

7y | Broadridge Financial Solutions

Bonaire Enhances SaaS Offering for Asset Managers

Hosting on Broadridge’s network environment provides industry leading security and reliability  Bonaire, a Broadridge Financial Solutions, ...

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Lombard Risk in global collateral management deal with Broadridge.
Asset management

Lombard Risk in global collateral management deal with Broadridge.

7y | Broadridge Financial Solutions

Lombard Risk in global collateral management deal ...

Broadridge Financial Solutions has formed an alliance with UK software developer Lombard Risk Management under which Lombard’s collateral manage...

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TCW Strengthens Institutional Revenue Management and Fee Billing with Bonaire Solution
Asset management

TCW Strengthens Institutional Revenue Management and Fee Billing with Bonaire Solution

7y | Broadridge Financial Solutions

TCW Strengthens Institutional Revenue Management a...

Bonaire, a Broadridge Financial Solutions, Inc. (NYSE:BR) company and leading provider of software solutions for asset managers, mutual funds and capi...

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Broadridge Delivers JASDEC 2014 Market Change Upgrade
Asset management

Broadridge Delivers JASDEC 2014 Market Change Upgrade

7y | Broadridge Financial Solutions

Broadridge Delivers JASDEC 2014 Market Change Upgr...

Implements first in series of timely and efficient post-trade processing responses to ISO 20022 standards  Broadridge Financial Solutions, Inc. (...

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TwoFour Successfully Completes Type 2 SOC1/SSAE16 Examination
Insurance

TwoFour Successfully Completes Type 2 SOC1/SSAE16 Examination

7y | Broadridge Financial Solutions

TwoFour Successfully Completes Type 2 SOC1/SSAE16 ...

Financial Services Software Firm Continues Commitment to Quality  TwoFour Systems, LLC (“TwoFour”), today announced the successful co...

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Broadridge to Provide Clients with the Industry’s Most Comprehensive View of the Defined Contribution Marketplace
Trading & brokering

Broadridge to Provide Clients with the Industry’s Most Comprehensive View of the Defined Contribution Marketplace

7y | Broadridge Financial Solutions

Broadridge to Provide Clients with the Industry’s ...

Access Data offering becomes first in industry to link monthly investment activities with detailed plan and advisor information  Broadridge ...

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Broadridge Acquires Emerald Financial for $60 million in cash
Trading & brokering

Broadridge Acquires Emerald Financial for $60 million in cash

7y | Broadridge Financial Solutions

Broadridge Acquires Emerald Financial for $60 mill...

Expands offerings into growing wealth advisor market  Broadridge Financial SolutionsInc. (NYSE:BR), the leading technology-driven solutions provi...

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OMF Licenses TwoFour
Banking

OMF Licenses TwoFour

7y | Broadridge Financial Solutions

OMF Licenses TwoFour

Broker to Leverage TwoFour FX for FX Payments and Margin  TwoFour Systems, LLC (“TwoFour”), today announced that Auckland, New Zealan...

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Broadridge Expands Central and Eastern European Footprint by Centralizing Reconciliations Processing for Raiffeisen Bank International
Banking

Broadridge Expands Central and Eastern European Footprint by Centralizing Reconciliations Processing for Raiffeisen Bank International

7y | Broadridge Financial Solutions

Broadridge Expands Central and Eastern European Fo...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Vienna-based Raiffeisen Bank International AG (RBI), a leading Central and Eastern...

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East West Bank Licenses TwoFour
Banking

East West Bank Licenses TwoFour

7y | Broadridge Financial Solutions

East West Bank Licenses TwoFour

Commercial Bank to Leverage TwoFour FX for Front-to-Back Global Foreign Exchange Transaction Processing  TwoFour Systems, LLC (“TwoFour&rdq...

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Third-party Distribution of Long-term Mutual Fund & ETF Assets Rose 23 Percent to $8.8 Trillion in 2013, According to Broadridge
Banking

Third-party Distribution of Long-term Mutual Fund & ETF Assets Rose 23 Percent to $8.8 Trillion in 2013, According to Broadridge

8y | Broadridge Financial Solutions

Third-party Distribution of Long-term Mutual Fund ...

Independent broker-dealers continued as leading distribution channel in overall fund assets surpassing $2 trillion in AUM  Total third-party...

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Broadridge Appoints Industry Veteran Bennett Egeth as President of Expanded Investment Management Business
Banking

Broadridge Appoints Industry Veteran Bennett Egeth as President of Expanded Investment Management Business

8y | Broadridge Financial Solutions

Broadridge Appoints Industry Veteran Bennett Egeth...

Offers Investment Management, Reference Data and Risk Technology Solutions  Broadridge Financial Solutions (NYSE:BR), the leading provider of tec...

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4sight Financial Software Appoints New North American Senior VP
Trading & brokering

4sight Financial Software Appoints New North American Senior VP

8y | Broadridge Financial Solutions

4sight Financial Software Appoints New North Ameri...

4sight Financial Software, a leading provider of software and consultancy to the Securities Finance and Collateral Management markets, has hired Marco...

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CalForex Goes Live with TwoFour to Manage FX Processing
Payments

CalForex Goes Live with TwoFour to Manage FX Processing

8y | Broadridge Financial Solutions

CalForex Goes Live with TwoFour to Manage FX Proce...

Calgary-Based Outfit is leveraging TwoFour for FX Order Management, Front Office and Back Office Operations TwoFour Systems, LLC (“TwoFour&rdq...

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Broadridge and The Standard Offer Mutual Fund Partners Visibility into Asset Distribution on Retirement Plan Platforms
Trading & brokering

Broadridge and The Standard Offer Mutual Fund Partners Visibility into Asset Distribution on Retirement Plan Platforms

8y | Broadridge Financial Solutions

Broadridge and The Standard Offer Mutual Fund Part...

New technology portal offers unprecedented access to asset, trading and sales information at a plan level Broadridge Financial Solutions (NYSE:BR) ...

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Umpqua Bank Licenses TwoFour to Grow Foreign Exchange Offerings
Banking

Umpqua Bank Licenses TwoFour to Grow Foreign Exchange Offerings

8y | Broadridge Financial Solutions

Umpqua Bank Licenses TwoFour to Grow Foreign Excha...

TwoFour Systems, LLC (“TwoFour”) today announced that Umpqua Bank (“Umpqua”), a subsidiary of Umpqua Holdings Corporation (NAS...

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Broadridge and TwoFour to Deliver Front- to Back-Office Process Efficiencies for FX and Money Markets Operations
Asset management

Broadridge and TwoFour to Deliver Front- to Back-Office Process Efficiencies for FX and Money Markets Operations

8y | Broadridge Financial Solutions

Broadridge and TwoFour to Deliver Front- to Back-O...

Broadridge Financial Solutions, Inc. (NYSE:BR) and TwoFour Systems LLC have today announced their cooperation to provide an end-to-end solution for tr...

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BBVA Deploys Broadridge PROactive Operational Control Solutions for Enterprise-wide Reconciliations Processing
Asset management

BBVA Deploys Broadridge PROactive Operational Control Solutions for Enterprise-wide Reconciliations Processing

8y | Broadridge Financial Solutions

BBVA Deploys Broadridge PROactive Operational Cont...

Smoothly executed project and superior technology to deliver advanced automation for bank’s cash and securities reconciliation controls Broadr...

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Increasing Need for Market Intelligence and Data Transparency Among Asset Management Firms Drives Momentum at Broadridge’s Access Data
Asset management

Increasing Need for Market Intelligence and Data Transparency Among Asset Management Firms Drives Momentum at Broadridge’s Access Data

8y | Broadridge Financial Solutions

Increasing Need for Market Intelligence and Data T...

Leading Firms including OppenheimerFunds Look to Broadridge’s Access Data for Fund Asset and Sales Data to Grow Assets Under Management Access...

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ITG Inc. Licenses TwoFour FX
Insurance

ITG Inc. Licenses TwoFour FX

8y | Broadridge Financial Solutions

ITG Inc. Licenses TwoFour FX

Usage Will Streamline Front-to-Back Foreign Exchange Operations TwoFour, a specialist provider of global real-time FX and Cash Management software s...

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Technology Use Reaches All Time High in 2013 Proxy Season Broadridge Reports
Banking

Technology Use Reaches All Time High in 2013 Proxy Season Broadridge Reports

8y | Broadridge Financial Solutions

Technology Use Reaches All Time High in 2013 Proxy...

Record Efficiency Savings and e-Participation Broadridge Financial Solutions, Inc. (NYSE:BR), reported that its technology-solutions drove record sa...

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Broadridge Awarded SWIFT Accreditations for Reconciliation and Corporate Treasury, and Extends Global Service Reach
Accounting

Broadridge Awarded SWIFT Accreditations for Reconciliation and Corporate Treasury, and Extends Global Service Reach

8y | Broadridge Financial Solutions

Broadridge Awarded SWIFT Accreditations for Reconc...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that the global banking co-operative, SWIFT, has accredited Broadridge with two awards ...

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Broadridge and Santander Investment, S.A. Advance towards End-to-End Proxy Vote Confirmation through Joint Pilot Initiative
Asset management

Broadridge and Santander Investment, S.A. Advance towards End-to-End Proxy Vote Confirmation through Joint Pilot Initiative

8y | Broadridge Financial Solutions

Broadridge and Santander Investment, S.A. Advance ...

Broadridge Financial Solutions, Inc. (NYSE:BR) today reaffirmed its commitment to increased governance and transparency throughout the proxy voting li...

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Accenture and Broadridge Jointly Launch Post-Trade Processing Solution to Help Banks Operating in Europe and Asia Transform their Operations
Asset management

Accenture and Broadridge Jointly Launch Post-Trade Processing Solution to Help Banks Operating in Europe and Asia Transform their Operations

8y | Broadridge Financial Solutions

Accenture and Broadridge Jointly Launch Post-Trade...

Accenture (NYSE: ACN) and Broadridge Financial Solutions (NYSE: BR) have launched Accenture Post-Trade Processing, a solution to help banks operating ...

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Broadridge Completes Acquisition of Bonaire
Asset management

Broadridge Completes Acquisition of Bonaire

8y | Broadridge Financial Solutions

Broadridge Completes Acquisition of Bonaire

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the closing of its acquisition of Bonaire Software Solutions, LLC – a leading pro...

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New Report Shows Lower Shareholder Voting Support at Smaller Public Companies
Insurance

New Report Shows Lower Shareholder Voting Support at Smaller Public Companies

8y | Broadridge Financial Solutions

New Report Shows Lower Shareholder Voting Support ...

Broadridge, PwC Second ProxyPulse Report Offers Stats and Insights from over 2,800 Shareholder Meetings Broadridge Financial Solutions, Inc. (NYSE:BR...

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Broadridge Selected by Mandeville to Power Wealth Management Platform
Asset management

Broadridge Selected by Mandeville to Power Wealth Management Platform

8y | Broadridge Financial Solutions

Broadridge Selected by Mandeville to Power Wealth ...

Broadridge enables Mandeville to process securities and mutual funds on a single platform Broadridge Financial Solutions, Inc. (NYSE:BR) today annou...

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Broadridge Partners with Scivantage to Provide Cost Basis Solutions
Insurance

Broadridge Partners with Scivantage to Provide Cost Basis Solutions

8y | Broadridge Financial Solutions

Broadridge Partners with Scivantage to Provide Cos...

Broadridge clients to gain access to Scivantage Maxit®, the market-leading cost basis solution with significant new functionality enhancements, in...

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Broadridge To Acquire Bonaire
Asset management

Broadridge To Acquire Bonaire

8y | Broadridge Financial Solutions

Broadridge To Acquire Bonaire

Combination Will Extend Broadridge's Leadership in Mutual Fund and Asset Management Solutions Broadridge Financial Solutions, Inc. (NYSE: BR) to...

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Broadridge Helps Bloomberg Tradebook Go Self-Clearing
Insurance

Broadridge Helps Bloomberg Tradebook Go Self-Clearing

8y | Broadridge Financial Solutions

Broadridge Helps Bloomberg Tradebook Go Self-Clear...

Broker Continues its Evolution from Execution Only, to Execution Everything Broadridge Financial Solutions, Inc. (NYSE:BR), the leading provider of ...

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Broadridge Says Growing Pressure to Enhance Risk Management Driving Modernization of $100 Trillion MBS Trading Market
Banking

Broadridge Says Growing Pressure to Enhance Risk Management Driving Modernization of $100 Trillion MBS Trading Market

8y | Broadridge Financial Solutions

Broadridge Says Growing Pressure to Enhance Risk M...

Sell-side MBS technology spending expected to grow by 21 percent in 2014 A new report released today byBroadridge Financial Solutions, Inc. (NYSE:BR...

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Bonaire Submits Patent for Charging Condition Matrix for Capital Markets Firms
Asset management

Bonaire Submits Patent for Charging Condition Matrix for Capital Markets Firms

8y | Broadridge Financial Solutions

Bonaire Submits Patent for Charging Condition Matr...

Dynamic, independent fee calculation tool allows capital markets firms to simplify rates and clearly label client fees Bonaire Software Solutions, LL...

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American Portfolios Implements Broadridge’s Forefield Suite of Education and Communication Tools for Advisors and Shareholders
Insurance

American Portfolios Implements Broadridge’s Forefield Suite of Education and Communication Tools for Advisors and Shareholders

8y | Broadridge Financial Solutions

American Portfolios Implements Broadridge’s Forefi...

Forefield, a Broadridge Financial Solutions Inc. (NYSE: BR) company, and American Portfolios Financial Services, Inc. (APFS) announced that American P...

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Broadridge Accelerates Strategic Growth in Japan through Multiple New Sales
Banking

Broadridge Accelerates Strategic Growth in Japan through Multiple New Sales

8y | Broadridge Financial Solutions

Broadridge Accelerates Strategic Growth in Japan t...

Broadridge Financial Solutions, Inc. (NYSE: BR) announces the signing of multiple new clients for its domestic and cross-border, post-trade solutions ...

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Broadridge and PwC Announce New Data on 2013 Proxy Voting Trends
Insurance

Broadridge and PwC Announce New Data on 2013 Proxy Voting Trends

8y | Broadridge Financial Solutions

Broadridge and PwC Announce New Data on 2013 Proxy...

Report provides insight on key voting patterns to help companies benchmark shareholder meeting outcomes Broadridge Financial Solutions, Inc. (NYSE:B...

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4sight adds Automated Collateral Substitution to its Collateral Optimisation Solution
Accounting

4sight adds Automated Collateral Substitution to its Collateral Optimisation Solution

8y | Broadridge Financial Solutions

4sight adds Automated Collateral Substitution to i...

4sight Financial Software has added new features to its Collateral Optimisation system. This allows users to automate collateral recalls and substitut...

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GoldenTree Asset Management Expands With Paladyne Data Management Warehouse
Insurance

GoldenTree Asset Management Expands With Paladyne Data Management Warehouse

8y | Broadridge Financial Solutions

GoldenTree Asset Management Expands With Paladyne ...

Upgrades Paladyne Analytics Master for Reporting and Transparency Paladyne Systems®, Inc., a Broadridge Financial Solutions, company (NYSE:BR) a...

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GoldenTree Asset Management Expands With Paladyne Data Management Warehouse
Insurance

GoldenTree Asset Management Expands With Paladyne Data Management Warehouse

8y | Broadridge Financial Solutions

GoldenTree Asset Management Expands With Paladyne ...

Upgrades Paladyne Analytics Master for Reporting and Transparency LAKE SUCCESS, N.Y., May 14, 2013 – Paladyne Systems®, Inc., a Broadridge...

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Bonaire Software Solutions to Discuss ‘Reconciliation Nirvana’ at Financial Technologies Forum ReCon London Conference
Asset management

Bonaire Software Solutions to Discuss ‘Reconciliation Nirvana’ at Financial Technologies Forum ReCon London Conference

8y | Broadridge Financial Solutions

Bonaire Software Solutions to Discuss ‘Reconciliat...

Bonaire Software Solutions, LLC, a leading provider of revenue and expense management and business intelligence solutions to investment managers, mutu...

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Independent Broker-Dealers and RIAs Continue to Outpace Wirehouse Firms in Long-Term Mutual Fund Asset Growth in Q1 2013, According to Broadridge’s Access Data and Strategic Insight
Insurance

Independent Broker-Dealers and RIAs Continue to Outpace Wirehouse Firms in Long-Term Mutual Fund Asset Growth in Q1 2013, According to Broadridge’s Access Data and Strategic Insight

8y | Broadridge Financial Solutions

Independent Broker-Dealers and RIAs Continue to Ou...

California, Colorado and Massachusetts Top States for RIAs Long-term mutual fund assets distributed by independent/regional broker-dealers (IBDs) an...

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Paladyne and Broadridge Add Risk Offering
Banking

Paladyne and Broadridge Add Risk Offering

8y | Broadridge Financial Solutions

Paladyne and Broadridge Add Risk Offering

Solution Significantly Broadened with Integration of Numerix Portfolio Risk Numerix CrossAsset to be Primary Source of Risk Analytics through a Strate...

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Broadridge Launches SWIFT Global Electronic Trade Confirmation Solution
Trading & brokering

Broadridge Launches SWIFT Global Electronic Trade Confirmation Solution

8y | Broadridge Financial Solutions

Broadridge Launches SWIFT Global Electronic Trade ...

Enables brokers to automate buy-side services and increase post-trade operational efficiency With brokerage firms under pressure to demonstrate the ...

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Leading Global Investment Bank Implements Bonaire Software Solutions to Validate and Manage Post Trade Execution Expenses
Asset management

Leading Global Investment Bank Implements Bonaire Software Solutions to Validate and Manage Post Trade Execution Expenses

8y | Broadridge Financial Solutions

Leading Global Investment Bank Implements Bonaire ...

Bonaire’s REVPORT™ solution suite enables capital markets firms to automate post trade execution expense calculations and vendor invoice r...

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CalForex Licenses TwoFour to Manage FX Processing
Insurance

CalForex Licenses TwoFour to Manage FX Processing

8y | Broadridge Financial Solutions

CalForex Licenses TwoFour to Manage FX Processing

Calgary-Based Outfit to Leverage TwoFour for FX Order Management, Front Office and Back Office Operations TwoFour Systems, LLC (“TwoFour”...

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Itaú BBA Selects 4sight’s Securities Finance and Collateral Management System
Banking

Itaú BBA Selects 4sight’s Securities Finance and Collateral Management System

8y | Broadridge Financial Solutions

Itaú BBA Selects 4sight’s Securities Finance and C...

Itaú BBA has selected 4sight’s Securities Finance and Collateral Management solution to support its US-based securities lending and repo ...

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Broadridge’s PROactive Named “Best-in-Class” in Reconciliation Applications Technology Analysis for Financial Services Industry
Asset management

Broadridge’s PROactive Named “Best-in-Class” in Reconciliation Applications Technology Analysis for Financial Services Industry

8y | Broadridge Financial Solutions

Broadridge’s PROactive Named “Best-in-Class” in Re...

CEB TowerGroup Vendor Assessment Designates Broadridge a Leading Vendor Based on Key Performance in Technology Categories of Workflow Integration, Ris...

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Bonaire Introduces REVPORT Fund Rebate and Intermediary Invoice Reconciliation Software Solution
Asset management

Bonaire Introduces REVPORT Fund Rebate and Intermediary Invoice Reconciliation Software Solution

8y | Broadridge Financial Solutions

Bonaire Introduces REVPORT Fund Rebate and Interme...

Bonaire Software Solutions, LLC, a leading provider of software solutions for investment managers, mutual funds, wealth managers and capital markets f...

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Bonaire Survey Shows Regulation Prompting Fund Firms to Leverage Technology for Luxembourg Growth
Asset management

Bonaire Survey Shows Regulation Prompting Fund Firms to Leverage Technology for Luxembourg Growth

8y | Broadridge Financial Solutions

Bonaire Survey Shows Regulation Prompting Fund Fir...

86% of respondents intend to grow Luxembourg mutual fund business through technology 77% highlight regulation as driving firms to deliver greater tran...

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Broadridge Financial Solutions Powers Credential’s Self-Clearing Brokerage Business
Asset management

Broadridge Financial Solutions Powers Credential’s Self-Clearing Brokerage Business

8y | Broadridge Financial Solutions

Broadridge Financial Solutions Powers Credential’s...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Credential Securities Inc.’s conversion to a self-clearing IIROC (Investment...

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Broadridge Says Rising Cost Pressures and Risks Drive the Need to Centralize Operations Across Asset Classes
Asset management

Broadridge Says Rising Cost Pressures and Risks Drive the Need to Centralize Operations Across Asset Classes

8y | Broadridge Financial Solutions

Broadridge Says Rising Cost Pressures and Risks Dr...

New report identifies “multi-asset class conundrum” and lays out best practices roadmap to help financial services companies solve post-tr...

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Euroclear France and Broadridge to automate company meeting notices
Trading & brokering

Euroclear France and Broadridge to automate company meeting notices

8y | Broadridge Financial Solutions

Euroclear France and Broadridge to automate compan...

Euroclear France and Broadridge Financial Solutions, Inc. will launch on 25 March 2013 an automated service to proactively notify domestic and foreign...

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Broadridge releases new mutual fund/ETF data
Banking

Broadridge releases new mutual fund/ETF data

8y | Broadridge Financial Solutions

Broadridge releases new mutual fund/ETF data

New Data from Broadridge’s Access Data Reveals More Than 30% Growth in 2012 for Stock and Bond Mutual Fund & ETF Assets for Independent Brok...

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Matrix Financial Solutions Re-launches Matrix U; Targeted on Helping Financial Services Providers Accelerate the Growth of Their Retirement Plan Business
Insurance

Matrix Financial Solutions Re-launches Matrix U; Targeted on Helping Financial Services Providers Accelerate the Growth of Their Retirement Plan Business

8y | Broadridge Financial Solutions

Matrix Financial Solutions Re-launches Matrix U; T...

New Program to Focus on Sales Enablement and Education for Financial Services Professionals Matrix Financial Solutions, a Broadridge Financial Solut...

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Broadridge Brings New Sales Talent to Support Expanding Asia Pacific Presence
Asset management

Broadridge Brings New Sales Talent to Support Expanding Asia Pacific Presence

8y | Broadridge Financial Solutions

Broadridge Brings New Sales Talent to Support Expa...

Strategic focus sees James Drumm appointed to senior sales management role to accelerate regional growth Broadridge Financial Solutions, Inc. (NYSE:...

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SWIFT Appoints Broadridge as a Business Partner in Europe to Deliver Enhanced Customer Service Levels and Domain Expertise
Insurance

SWIFT Appoints Broadridge as a Business Partner in Europe to Deliver Enhanced Customer Service Levels and Domain Expertise

8y | Broadridge Financial Solutions

SWIFT Appoints Broadridge as a Business Partner in...

Broadridge Financial Solutions (NYSE:BR) today announced that it has been appointed by global banking co-operative, SWIFT, as a Business Partner for G...

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Boston Financial Data Services Continues Alliance with Bonaire for Intermediary Payment Administration
Banking

Boston Financial Data Services Continues Alliance with Bonaire for Intermediary Payment Administration

8y | Broadridge Financial Solutions

Boston Financial Data Services Continues Alliance ...

Leading transfer agency and financial solutions firm uses Bonaire to electronically calculate and reconcile fees for fund distributors Promotes risk m...

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ABN AMRO Clearing Expands Relationship with TwoFour in Asia Pacific
Banking

ABN AMRO Clearing Expands Relationship with TwoFour in Asia Pacific

8y | Broadridge Financial Solutions

ABN AMRO Clearing Expands Relationship with TwoFou...

ABN AMRO Clearing expands existing relationship with TwoFour in regards to cash management activities TwoFour, a specialist provider of global real-...

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Bonaire Software Solutions Announces Record-Setting Year for Company in 2012
Asset management

Bonaire Software Solutions Announces Record-Setting Year for Company in 2012

9y | Broadridge Financial Solutions

Bonaire Software Solutions Announces Record-Settin...

Bonaire achieves the highest revenue and profit since the company was founded in 1999 Clientele expands to 121 clients worldwide, processing over $10....

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Broadridge’s Broker Client Accounting Solution Accelerates Speed-to-Market and Processing Efficiencies for CIMB Group in Australia
Insurance

Broadridge’s Broker Client Accounting Solution Accelerates Speed-to-Market and Processing Efficiencies for CIMB Group in Australia

9y | Broadridge Financial Solutions

Broadridge’s Broker Client Accounting Solution Acc...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that CIMB Securities Australia (Pty) Ltd in Sydney, Australia, has gone live with Broad...

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Asset Value Investors In-Sources with Paladyne Suite
Insurance

Asset Value Investors In-Sources with Paladyne Suite

9y | Broadridge Financial Solutions

Asset Value Investors In-Sources with Paladyne Sui...

Gains Greater Transparency, Improved Reporting to Investors and Controls on Portfolio Paladyne Systems®, Inc., a Broadridge Financial Solutions,...

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Paladyne Invests in Senior Buy-side Talent, Expands Sales Team
Accounting

Paladyne Invests in Senior Buy-side Talent, Expands Sales Team

9y | Broadridge Financial Solutions

Paladyne Invests in Senior Buy-side Talent, Expand...

Jim Feingold Appointed as Global Head of Sales Paladyne Systems, a Broadridge Financial Solutions company (NYSE:BR) and a leading provider of next-g...

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Bonaire Launches User Group Forum for International Client Collaboration
Asset management

Bonaire Launches User Group Forum for International Client Collaboration

9y | Broadridge Financial Solutions

Bonaire Launches User Group Forum for Internationa...

Bonaire Software Solutions, LLC, a leading provider of revenue and expense management and business intelligence solutions to investment managers, mutu...

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Paladyne Gains Momentum with Stand-Alone Order Management System
Insurance

Paladyne Gains Momentum with Stand-Alone Order Management System

9y | Broadridge Financial Solutions

Paladyne Gains Momentum with Stand-Alone Order Man...

Offers Broker-Neutral, Flexible and Integrated OMS to Investment Industry Paladyne Systems®, Inc., a Broadridge Financial Solutions, Inc. Company...

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TwoFour Successfully Implemented by Jefferies for Real-Time, Intra-Day Cash Management and Payments / Receipts Processing
Banking

TwoFour Successfully Implemented by Jefferies for Real-Time, Intra-Day Cash Management and Payments / Receipts Processing

9y | Broadridge Financial Solutions

TwoFour Successfully Implemented by Jefferies for ...

TwoFour Systems, LLC (“TwoFour”), a specialist provider of global real-time Foreign Exchange and Cash Management software for the financia...

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Incitec Pivot Goes Live with Broadridge and SWIFT for Automated Trade Confirmations
Banking

Incitec Pivot Goes Live with Broadridge and SWIFT for Automated Trade Confirmations

9y | Broadridge Financial Solutions

Incitec Pivot Goes Live with Broadridge and SWIFT ...

Treasury operations to benefit from reduced risk and improved process efficiencies Broadridge Financial Solutions, Inc., (NYSE:BR) today announced t...

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WGZ BANK Goes Live With Broadridge PROactive Solutions Bundle for Process Automation
Banking

WGZ BANK Goes Live With Broadridge PROactive Solutions Bundle for Process Automation

9y | Broadridge Financial Solutions

WGZ BANK Goes Live With Broadridge PROactive Solut...

Enterprise reconciliation and matching solutions significantly increase bank’s straight-through-processing rates to improve operational efficien...

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Bonaire Software Solutions to Lead Discussion on Managing Trade Execution Expenses
Asset management

Bonaire Software Solutions to Lead Discussion on Managing Trade Execution Expenses

9y | Broadridge Financial Solutions

Bonaire Software Solutions to Lead Discussion on M...

Christopher M. John, CEO of Bonaire, to speak at ISS Mag Post-trade Technology Summit in London Bonaire Software Solutions, LLC, a leading provider ...

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PEAK6 Advisors LLC Implements Paladyne FastStart in their Investment Management Platform
Insurance

PEAK6 Advisors LLC Implements Paladyne FastStart in their Investment Management Platform

9y | Broadridge Financial Solutions

PEAK6 Advisors LLC Implements Paladyne FastStart i...

Paladyne Systems®, Inc., a Broadridge Financial Solutions, Inc. Company (NYSE:BR) and leading provider of next generation investment management so...

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Singapore Exchange Increases Proxy Vote Response by approximately 300% with Broadridge Proxy Management Solution
Trading & brokering

Singapore Exchange Increases Proxy Vote Response by approximately 300% with Broadridge Proxy Management Solution

9y | Broadridge Financial Solutions

Singapore Exchange Increases Proxy Vote Response b...

Solution Enhances Governance and Transparency for Singapore Exchange Broadridge Financial Solutions, Inc. (NYSE:BR) announced today that Singapore E...

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TwoFour Licensed to Support Wealth Management FX
Banking

TwoFour Licensed to Support Wealth Management FX

9y | Broadridge Financial Solutions

TwoFour Licensed to Support Wealth Management FX

Large European Bank’s Wealth Management Division Selects TwoFour to Support FX and FX Structured Products Processing TwoFour Systems, LLC (&ld...

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4sight Publishes Collateral Optimisation Whitepaper
Trading & brokering

4sight Publishes Collateral Optimisation Whitepaper

9y | Broadridge Financial Solutions

4sight Publishes Collateral Optimisation Whitepape...

4sight Financial Software, a leading provider of software and consultancy to the Securities Finance and Collateral Management markets has published a ...

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Broadridge Launches Unified Cash and Stock Reconciliations, the Latest Innovation for Operational Control
Trading & brokering

Broadridge Launches Unified Cash and Stock Reconciliations, the Latest Innovation for Operational Control

9y | Broadridge Financial Solutions

Broadridge Launches Unified Cash and Stock Reconci...

Solution to Enhance Risk Management and Drive Efficiency Broadridge Financial Solutions, Inc. (NYSE:BR) today announced a significant evolution in i...

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Broadridge Reinforces Global Commitment to SWIFT Earns Renewal of Accreditations for Reconciliation and Corporate Treasury Solutions
Banking

Broadridge Reinforces Global Commitment to SWIFT Earns Renewal of Accreditations for Reconciliation and Corporate Treasury Solutions

9y | Broadridge Financial Solutions

Broadridge Reinforces Global Commitment to SWIFT E...

Broadridge Financial Solutions (NYSE:BR) today announced that it has further strengthened its participation in the SWIFTReady accreditation process th...

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Paladyne Taps Paul Cucurullo to Lead Asset Management Sales and Business Development
Insurance

Paladyne Taps Paul Cucurullo to Lead Asset Management Sales and Business Development

9y | Broadridge Financial Solutions

Paladyne Taps Paul Cucurullo to Lead Asset Managem...

Paladyne Systems, a Broadridge Company (NYSE:BR) and a leading provider of next-generation investment management solutions, today announced that it ha...

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Buy-Side/Sell-Side Data Consistency and Expense Management Issues are Top Concerns, According to Bonaire Survey
Asset management

Buy-Side/Sell-Side Data Consistency and Expense Management Issues are Top Concerns, According to Bonaire Survey

9y | Broadridge Financial Solutions

Buy-Side/Sell-Side Data Consistency and Expense Ma...

67% of respondents cited implementing data consistency across business units as one of their biggest challenges 42% cited consolidating data from vari...

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Kimberly-Clark Joins SWIFT with Broadridge as its Global Service Provider
Banking

Kimberly-Clark Joins SWIFT with Broadridge as its Global Service Provider

9y | Broadridge Financial Solutions

Kimberly-Clark Joins SWIFT with Broadridge as its ...

Broadridge Financial Solutions, Inc. (NYSE:BR) announced today that Kimberly-Clark Corporation (NYSE:KMB) has selected Broadridge to be its global ser...

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Bonaire Software Solutions to Discuss Reconciliation Platforms at Upcoming Reconciliation & Exception Management Conference
Asset management

Bonaire Software Solutions to Discuss Reconciliation Platforms at Upcoming Reconciliation & Exception Management Conference

9y | Broadridge Financial Solutions

Bonaire Software Solutions to Discuss Reconciliati...

Bonaire Software Solutions, LLC, a leading provider of revenue management and business intelligence solutions to investment managers, mutual funds, we...

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4sight Voted Best Collateral Management System in Global Investor/ISF Awards
Banking

4sight Voted Best Collateral Management System in Global Investor/ISF Awards

9y | Broadridge Financial Solutions

4sight Voted Best Collateral Management System in ...

4sight Financial Software, a leading provider of software and consultancy to the Securities Finance and Collateral Management markets has been voted B...

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Clearwater Capital Partners Achieves Trading and Operational Excellence by Implementing Paladyne
Insurance

Clearwater Capital Partners Achieves Trading and Operational Excellence by Implementing Paladyne

9y | Broadridge Financial Solutions

Clearwater Capital Partners Achieves Trading and O...

Paladyne Systems®, Inc., a Broadridge Financial Solutions, Inc. Company (NYSE:BR) and leading provider of next generation investment management so...

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Bonaire Software Solutions to Discuss Transaction Cost Analysis at Buy-Side Technology North American Summit 2012
Asset management

Bonaire Software Solutions to Discuss Transaction Cost Analysis at Buy-Side Technology North American Summit 2012

9y | Broadridge Financial Solutions

Bonaire Software Solutions to Discuss Transaction ...

Bonaire Software Solutions, LLC, a leading provider of revenue management and business intelligence solutions to investment managers, mutual funds, we...

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Bonaire Launches New Capital Markets Solution for Trade Execution Expense Reconciliation and Optimization
Asset management

Bonaire Launches New Capital Markets Solution for Trade Execution Expense Reconciliation and Optimization

9y | Broadridge Financial Solutions

Bonaire Launches New Capital Markets Solution for ...

New REVPORT™ functionality enables capital markets firms to automate trade execution expense calculations and vendor invoice reconciliation Bo...

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UBS Financial Services, Inc. Selects Bonaire’s Revport™ Revenue Management and Fee Billing Platform
Asset management

UBS Financial Services, Inc. Selects Bonaire’s Revport™ Revenue Management and Fee Billing Platform

9y | Broadridge Financial Solutions

UBS Financial Services, Inc. Selects Bonaire’s Rev...

Leading global wealth manager automates fee billing and business intelligence for managed accounts, mutual funds, insurance and annuities products Bo...

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Pinebridge Investments Selects Bonaire’s Revport™ Revenue Management and Fee Billing Platform
Asset management

Pinebridge Investments Selects Bonaire’s Revport™ Revenue Management and Fee Billing Platform

9y | Broadridge Financial Solutions

Pinebridge Investments Selects Bonaire’s Revport™ ...

Leading Global Asset Manager Automates Fee Billing and Business Intelligence Bonaire Software Solutions, LLC, a leading provider of revenue managemen...

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Broadridge Trade Confirmation Matching Solution to Help Support Dodd-Frank Act Foreign Exchange Requirements
Insurance

Broadridge Trade Confirmation Matching Solution to Help Support Dodd-Frank Act Foreign Exchange Requirements

9y | Broadridge Financial Solutions

Broadridge Trade Confirmation Matching Solution to...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that functionality within its highly flexible, service-based trade confirmation solutio...

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4sight Develops an Interface to Clearstream’s KAGplus Service for its Securities Finance & Collateral Management Solution
Accounting

4sight Develops an Interface to Clearstream’s KAGplus Service for its Securities Finance & Collateral Management Solution

9y | Broadridge Financial Solutions

4sight Develops an Interface to Clearstream’s KAGp...

4sight Financial Software, a leading provider of software and consultancy to the Securities Finance and Collateral Management markets has developed an...

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Jose Contin Appointed to Lead Broadridge City Networks Expansion in EMEA
Banking

Jose Contin Appointed to Lead Broadridge City Networks Expansion in EMEA

9y | Broadridge Financial Solutions

Jose Contin Appointed to Lead Broadridge City Netw...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Jose Contin has been appointed General Manager, Broadridge City Networks EMEA, bas...

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Top Five Global Asset Manager Implements Bonaire’s REVPORT™ Internationally for Revenue Management and Client Fee Billing
Asset management

Top Five Global Asset Manager Implements Bonaire’s REVPORT™ Internationally for Revenue Management and Client Fee Billing

9y | Broadridge Financial Solutions

Top Five Global Asset Manager Implements Bonaire’s...

Bonaire Software Solutions, LLC, a leading provider of revenue management, accounting and business intelligence solutions to investment managers, mutu...

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Paladyne Reference Data Suite 8.0 Empowers the Investment Management Industry with Efficient Data Management Capabilities
Asset management

Paladyne Reference Data Suite 8.0 Empowers the Investment Management Industry with Efficient Data Management Capabilities

9y | Broadridge Financial Solutions

Paladyne Reference Data Suite 8.0 Empowers the Inv...

New Release Addresses Increasing Hedge Fund and Private Equity Regulations and Delivers Benefits to Streamline Form PF Filing Paladyne Systems®,...

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Broadridge Publishes Research on Potential Impact of RDR Chapter 5 Regulation
Banking

Broadridge Publishes Research on Potential Impact of RDR Chapter 5 Regulation

9y | Broadridge Financial Solutions

Broadridge Publishes Research on Potential Impact ...

Implementing an effective e-communications strategy is key, concludes white paper, “RDR Intermediate Unitholder Obligations – The Developi...

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Broadridge Reports Annual Proxy Season Statistics
Banking

Broadridge Reports Annual Proxy Season Statistics

9y | Broadridge Financial Solutions

Broadridge Reports Annual Proxy Season Statistics

E-Voting Continues to Surge Broadridge's Advanced Technology Saves Issuers More Than $522 Million Broadridge Financial Solutions, Inc. (NYSE:BR)...

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Broadridge Launches UK Private Client and Stockbroking Solution
Asset management

Broadridge Launches UK Private Client and Stockbroking Solution

9y | Broadridge Financial Solutions

Broadridge Launches UK Private Client and Stockbro...

PROactive Broker Features Comprehensive Functional Reach and 3-tier Choice of Deployment Broadridge Financial Solutions, Inc. (NYSE:BR) today announ...

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Broadridge’s Global Multi-Asset Processing Investments Recognised by Institutional Brokerage Industry Award
Asset management

Broadridge’s Global Multi-Asset Processing Investments Recognised by Institutional Brokerage Industry Award

9y | Broadridge Financial Solutions

Broadridge’s Global Multi-Asset Processing Investm...

Broadridge Financial Solutions, Inc. (NYSE:BR) have announced that its market-leading international trade processing and settlement solution, Gloss, h...

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Increasing Accuracy and Efficiency is Top 2012 Business Objective, According to Bonaire Client Survey
Trading & brokering

Increasing Accuracy and Efficiency is Top 2012 Business Objective, According to Bonaire Client Survey

9y | Broadridge Financial Solutions

Increasing Accuracy and Efficiency is Top 2012 Bus...

84% of respondents cited increasing efficiency and accuracy as their top business objective in 2012 50% of respondents highlighted ‘minimizing f...

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4sight Releases New Corporate Actions Modules for its Securities Lending, Repo & Collateral Management Solutions
Banking

4sight Releases New Corporate Actions Modules for its Securities Lending, Repo & Collateral Management Solutions

9y | Broadridge Financial Solutions

4sight Releases New Corporate Actions Modules for ...

4sight Financial Software, a leading provider of software and consultancy to the Securities Finance and Collateral Management markets, has developed a...

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Paladyne Extends Global Capabilities to Help Clients Meet Hong Kong Short Requirements
Trading & brokering

Paladyne Extends Global Capabilities to Help Clients Meet Hong Kong Short Requirements

9y | Broadridge Financial Solutions

Paladyne Extends Global Capabilities to Help Clien...

Paladyne Systems®, Inc., a Broadridge Company (NYSE:BR) and leading provider of next generation investment management solutions, today announced t...

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TwoFour Selected by Jefferies for Real-Time, Intra-Day Cash Management and Payments / Receipts Processing
Banking

TwoFour Selected by Jefferies for Real-Time, Intra-Day Cash Management and Payments / Receipts Processing

9y | Broadridge Financial Solutions

TwoFour Selected by Jefferies for Real-Time, Intra...

TwoFour, a specialist provider of global real-time financial software solutions and a trusted consultancy have announced that Jefferies & Company,...

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Bonaire Revport Version 9.0 Provides New Functionality and Software Modules
Asset management

Bonaire Revport Version 9.0 Provides New Functionality and Software Modules

9y | Broadridge Financial Solutions

Bonaire Revport Version 9.0 Provides New Functiona...

Enhanced capabilities to meet the growing demands of the asset management industry Bonaire Software Solutions, LLC (Bonaire), a leading provider of ...

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4sight Launches Collateral Optimization Module
Banking

4sight Launches Collateral Optimization Module

9y | Broadridge Financial Solutions

4sight Launches Collateral Optimization Module

4sight Financial Software, a leading provider of software and consultancy to the Securities Finance and Collateral Management markets, has launched a ...

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Broadridge Brings Insights to Web
Asset management

Broadridge Brings Insights to Web

9y | Broadridge Financial Solutions

Broadridge Brings Insights to Web

Broadridge Financial Solutions, Inc. (NYSE: BR), a technology services company focused on global capital markets, today announced the launch of their ...

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INTL Global Currencies Ltd. Licenses TwoFour’s FX and Cash Management Solutions for Core Trading and Operations
Insurance

INTL Global Currencies Ltd. Licenses TwoFour’s FX and Cash Management Solutions for Core Trading and Operations

9y | Broadridge Financial Solutions

INTL Global Currencies Ltd. Licenses TwoFour’s FX ...

TwoFour, a specialist provider of global real-time financial software solutions and a trusted consultancy to the world’s premier financial insti...

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Paladyne Teams up with Advise Technologies to Offer Form PF Reporting Solution to the Hedge Fund Industry
Insurance

Paladyne Teams up with Advise Technologies to Offer Form PF Reporting Solution to the Hedge Fund Industry

9y | Broadridge Financial Solutions

Paladyne Teams up with Advise Technologies to Offe...

With the first SEC deadline for private fund (Form PF) reporting currently less than a few months away for many large hedge funds and managed account ...

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Investor Communications Japan (ICJ) Announces 400th Issuer Using its Electronic Voting Service
Trading & brokering

Investor Communications Japan (ICJ) Announces 400th Issuer Using its Electronic Voting Service

9y | Broadridge Financial Solutions

Investor Communications Japan (ICJ) Announces 400t...

Investor Communications Japan (ICJ) announced today that the 400th issuer has joined its electronic proxy voting platform, bringing the benefits of th...

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Bonaire Announces UK Office Expansion and Growth
Trading & brokering

Bonaire Announces UK Office Expansion and Growth

9y | Broadridge Financial Solutions

Bonaire Announces UK Office Expansion and Growth

Bonaire expands in the EMEA region with 30% staff growth, second expansion in one year Bonaire Software Solutions, LLC (Bonaire), a leading provider...

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Tier One Investment Bank Goes Live with TwoFour OMS
Banking

Tier One Investment Bank Goes Live with TwoFour OMS

9y | Broadridge Financial Solutions

Tier One Investment Bank Goes Live with TwoFour OM...

TwoFour, a specialist provider of global real-time FX, cash management, limit monitoring and order management solutions today announced that the globa...

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TwoFour Announces Solid 2011 Growth
Banking

TwoFour Announces Solid 2011 Growth

9y | Broadridge Financial Solutions

TwoFour Announces Solid 2011 Growth

New office openings & team expansion across both product and consultancy groups TwoFour, a specialist provider of global real-time financial sof...

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4sight Financial Software Appoints New Executive Director
Banking

4sight Financial Software Appoints New Executive Director

9y | Broadridge Financial Solutions

4sight Financial Software Appoints New Executive D...

4sight Financial Software, a leading provider of software and consultancy to the Securities Finance and Collateral Management markets, has hired Anton...

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Bonaire Survey Reveals Widespread Reliance on Manual Fund and Distributor Rebate Payment Processing
Banking

Bonaire Survey Reveals Widespread Reliance on Manual Fund and Distributor Rebate Payment Processing

9y | Broadridge Financial Solutions

Bonaire Survey Reveals Widespread Reliance on Manu...

Nearly 50% of mutual fund firms still using spreadsheets to calculate distributor payments Over 45% of respondents do not have a way to report across ...

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New Bonaire Report Outlines How Companies Should Prepare for RDR
Asset management

New Bonaire Report Outlines How Companies Should Prepare for RDR

9y | Broadridge Financial Solutions

New Bonaire Report Outlines How Companies Should P...

White paper reviews and analyses key challenges relating to RDR Outlines how automation helps firms remove human error and centralise revenue, expense...

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New Release of Industry-Leading Trade Order and Portfolio Management Solution – Paladyne Portfolio Master 8.0 – Reaches 200 Clients
Asset management

New Release of Industry-Leading Trade Order and Portfolio Management Solution – Paladyne Portfolio Master 8.0 – Reaches 200 Clients

9y | Broadridge Financial Solutions

New Release of Industry-Leading Trade Order and Po...

Paladyne Systems, Inc., a Broadridge Company (NYSE:BR) and leading provider of next generation investment management solutions, today announced a new ...

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TwoFour Consulting Launches in London

TwoFour Consulting Launches in London

9y | Broadridge Financial Solutions

TwoFour Consulting Launches in London

TwoFour is poised for EMEA growth for 2012 22 February 2012 – TwoFour, a specialist provider of global real-time financial software solutions a...

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Bonaire Software Solutions, LLC, Selected by Boston Financial Data Services to Provide Technology Solution
Banking

Bonaire Software Solutions, LLC, Selected by Boston Financial Data Services to Provide Technology Solution

9y | Broadridge Financial Solutions

Bonaire Software Solutions, LLC, Selected by Bosto...

Bonaire Software Solutions, LLC (Bonaire), a leading provider of revenue and expense management and accounting software and services solutions to the ...

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Bonaire Introduces REVPORT Fund Rebate and Invoice Reconciliation Software Solution
Banking

Bonaire Introduces REVPORT Fund Rebate and Invoice Reconciliation Software Solution

9y | Broadridge Financial Solutions

Bonaire Introduces REVPORT Fund Rebate and Invoice...

Bonaire Software Solutions, LLC, a leading provider of software solutions for asset managers and mutual funds, today announced a new REVPORT solution ...

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Broadridge Selected by Bloomberg Tradebook for New Self-Clearing Model
Insurance

Broadridge Selected by Bloomberg Tradebook for New Self-Clearing Model

9y | Broadridge Financial Solutions

Broadridge Selected by Bloomberg Tradebook for New...

Broadridge Financial Solutions, Inc. (NYSE: BR) today announced that Bloomberg Tradebook has selected Broadridge’s consolidated business process...

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Kiwibank Selects Broadridge for Enterprise-Level Reconciliation Management
Banking

Kiwibank Selects Broadridge for Enterprise-Level Reconciliation Management

10y | Broadridge Financial Solutions

Kiwibank Selects Broadridge for Enterprise-Level R...

The largest New Zealand-owned bank to implement PROactive solution Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Kiwibank, the ...

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New Report from Broadridge Helps Plan Fiduciaries Prepare and Prosper Through Upcoming 401(k) Fee Disclosure Regulations
Trading & brokering

New Report from Broadridge Helps Plan Fiduciaries Prepare and Prosper Through Upcoming 401(k) Fee Disclosure Regulations

10y | Broadridge Financial Solutions

New Report from Broadridge Helps Plan Fiduciaries ...

A new report from Broadridge Financial Solutions (NYSE: BR) provides insights to help firms successfully navigate the new fee disclosure regulation be...

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Top Global Wealth Manager Selects Bonaire’s REVPORT™ for UK Fee Calculation and Client Billing
Banking

Top Global Wealth Manager Selects Bonaire’s REVPORT™ for UK Fee Calculation and Client Billing

10y | Broadridge Financial Solutions

Top Global Wealth Manager Selects Bonaire’s REVPOR...

Bonaire Software Solutions, LLC, a leading provider of revenue management, accounting and business intelligence solutions to investment managers, fund...

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TwoFour Announces the Launch of TwoFour Foundation
Asset management

TwoFour Announces the Launch of TwoFour Foundation

10y | Broadridge Financial Solutions

TwoFour Announces the Launch of TwoFour Foundation

TwoFour’s core architecture can serve as a foundation for transaction processing systems development TwoFour, a specialist provider of global real-tim...

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Bonaire Software Solutions Announces Record-Setting Year for Company in 2011
Asset management

Bonaire Software Solutions Announces Record-Setting Year for Company in 2011

10y | Broadridge Financial Solutions

Bonaire Software Solutions Announces Record-Settin...

• Bonaire achieves the highest revenue and profit since the company was founded in 1999 • Clientele expands to 105+ clients worldwide, processing ove...

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Broadridge Named One of the Best Companies to Work for in New York State for the 5th Consecutive Year
Accounting

Broadridge Named One of the Best Companies to Work for in New York State for the 5th Consecutive Year

10y | Broadridge Financial Solutions

Broadridge Named One of the Best Companies to Work...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it has been named one of the Best Companies to Work for in New York State for the ...

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INTL FCStone Goes Live with TwoFour’s Global FX and Limit Monitoring Solutions
Banking

INTL FCStone Goes Live with TwoFour’s Global FX and Limit Monitoring Solutions

10y | Broadridge Financial Solutions

INTL FCStone Goes Live with TwoFour’s Global FX an...

TwoFour, a specialist provider of global real-time FX, treasury cash management, limit monitoring and order management solutions today announced that ...

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TwoFour Partners with MarkitSERV to Deliver Collaborative FX Solution
Asset management

TwoFour Partners with MarkitSERV to Deliver Collaborative FX Solution

10y | Broadridge Financial Solutions

TwoFour Partners with MarkitSERV to Deliver Collab...

TwoFour, a specialist provider of global real-time financial software solutions and a trusted consultancy in capital markets and treasury, today annou...

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Bonaire Software Solutions Appoints Robin Sproull as Director of Programme Management for EMEA
Insurance

Bonaire Software Solutions Appoints Robin Sproull as Director of Programme Management for EMEA

10y | Broadridge Financial Solutions

Bonaire Software Solutions Appoints Robin Sproull ...

Bonaire Software Solutions, LLC, a leading provider of software solutions for asset managers, today announces the appointment of Robin Sproull as Dire...

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Broadridge Launches its PROactive Fee & Commission Management Solution in Asia Pacific
Banking

Broadridge Launches its PROactive Fee & Commission Management Solution in Asia Pacific

10y | Broadridge Financial Solutions

Broadridge Launches its PROactive Fee & Commission...

New white paper highlights challenges and opportunities for firms in Asia Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the Asia Paci...

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4sight Partners with Trace Financial for CREST System Interfacing in 4sight Securities Finance
Banking

4sight Partners with Trace Financial for CREST System Interfacing in 4sight Securities Finance

10y | Broadridge Financial Solutions

4sight Partners with Trace Financial for CREST Sys...

4sight Financial Software has partnered with financial messaging specialists Trace Financial to develop a full service interface with Euroclear UK �...

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Singapore Exchange and Broadridge Sign Agreement to Transform Proxy Voting and Shareholder Communications Process in Singapore
Trading & brokering

Singapore Exchange and Broadridge Sign Agreement to Transform Proxy Voting and Shareholder Communications Process in Singapore

10y | Broadridge Financial Solutions

Singapore Exchange and Broadridge Sign Agreement t...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it has signed an agreement with Singapore Exchange (SGX) to jointly introduce a ne...

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Broadridge Introduces End-to-End Trade Processing Integration with CDS Clearing and Depository Services Inc.
Banking

Broadridge Introduces End-to-End Trade Processing Integration with CDS Clearing and Depository Services Inc.

10y | Broadridge Financial Solutions

Broadridge Introduces End-to-End Trade Processing ...

New solution reduces trade fail risks while increasing operational efficiency TORONTO, Nov. 30, 2011 – Broadridge Financial Solutions, Inc. (NY...

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Broadridge Connects to Chi-X in Australia Through New Multi-Market Broker Trading Connectivity Solution
Trading & brokering

Broadridge Connects to Chi-X in Australia Through New Multi-Market Broker Trading Connectivity Solution

10y | Broadridge Financial Solutions

Broadridge Connects to Chi-X in Australia Through ...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that, beginning October 31, 2011, users of its SUMMIT stockbroking and accounting solut...

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TwoFour Announces the Release of Version 5.0
Asset management

TwoFour Announces the Release of Version 5.0

10y | Broadridge Financial Solutions

TwoFour Announces the Release of Version 5.0

Upgraded technology and expanded functionality enhances TwoFour’s offerings TwoFour, a specialist provider of global real-time financial software solu...

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Edward Jones Chooses Broadridge Canada's New Issue Fulfillment Solution
Asset management

Edward Jones Chooses Broadridge Canada's New Issue Fulfillment Solution

10y | Broadridge Financial Solutions

Edward Jones Chooses Broadridge Canada's New Issue...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Edward Jones has chosen Broadridge Canada’s New Issue Fulfillment solution f...

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Sun Life Global Investments Selects Broadridge Canada's Smart Fund Facts Solution
Accounting

Sun Life Global Investments Selects Broadridge Canada's Smart Fund Facts Solution

10y | Broadridge Financial Solutions

Sun Life Global Investments Selects Broadridge Can...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Sun Life Global Investments (Canada) Inc. has started an initiative to use Broadri...

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Survey Reveals Buy-Side Uncertainty Around Retail Distribution Review (RDR)
Asset management

Survey Reveals Buy-Side Uncertainty Around Retail Distribution Review (RDR)

10y | Broadridge Financial Solutions

Survey Reveals Buy-Side Uncertainty Around Retail ...

• Poll results indicate mixed views on RDR; 53% believe RDR’s impact will improve the firm, while nearly 30% believe it will restrict the growth of th...

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Broadridge Canada Announces BR Mobile for Financial Advisors
Insurance

Broadridge Canada Announces BR Mobile for Financial Advisors

10y | Broadridge Financial Solutions

Broadridge Canada Announces BR Mobile for Financia...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the availability of the BR Mobile solution for financial advisors in Canada, as a new p...

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TwoFour Expands Footprint with Boston Office
Asset management

TwoFour Expands Footprint with Boston Office

10y | Broadridge Financial Solutions

TwoFour Expands Footprint with Boston Office

TwoFour, a specialist provider of global real-time financial software solutions and a trusted consultancy in capital markets today announced the openi...

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4sight Adds New Features to its Collateral Management System
Trading & brokering

4sight Adds New Features to its Collateral Management System

10y | Broadridge Financial Solutions

4sight Adds New Features to its Collateral Managem...

4sight Financial Software has added new functionality to its Xpose Collateral Management system. The software is currently used by a number of 4sight’...

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Leading Canadian Bank Selects Broadridge Canada for Smart Document Creation Solution
Trading & brokering

Leading Canadian Bank Selects Broadridge Canada for Smart Document Creation Solution

10y | Broadridge Financial Solutions

Leading Canadian Bank Selects Broadridge Canada fo...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that another Canadian financial institution has selected Broadridge Canada’s Smar...

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Société Générale Selects Broadridge's Comprehensive BPO and Technology Solutions
Banking

Société Générale Selects Broadridge's Comprehensive BPO and Technology Solutions

10y | Broadridge Financial Solutions

Société Générale Selects Broadridge's Comprehensiv...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Société Générale selected Broadridge as one of its key strategic partners for a ra...

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Broadridge Extends its International Commitment to SWIFT and Gains New Accreditations for Reconciliation and Corporate Treasury Solutions
Banking

Broadridge Extends its International Commitment to SWIFT and Gains New Accreditations for Reconciliation and Corporate Treasury Solutions

10y | Broadridge Financial Solutions

Broadridge Extends its International Commitment to...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it has extended its participation in the SWIFTReady accreditation process through ...

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Broadridge Announces Extension of Gloss Solution's International Multi-Asset Processing Capabilities to Include Exchange-Traded Futures and Interest Rate Swaps
Banking

Broadridge Announces Extension of Gloss Solution's International Multi-Asset Processing Capabilities to Include Exchange-Traded Futures and Interest Rate Swaps

10y | Broadridge Financial Solutions

Broadridge Announces Extension of Gloss Solution's...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it is extending the range of multi-asset processing capabilities of its Gloss inte...

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INTL FCStone Licenses TwoFour’s Global FX and Limit Monitoring Solutions to Support London Office
Banking

INTL FCStone Licenses TwoFour’s Global FX and Limit Monitoring Solutions to Support London Office

10y | Broadridge Financial Solutions

INTL FCStone Licenses TwoFour’s Global FX and Limi...

Longstanding relationship is expanded as INTL FCStone once again opts for TwoFour’s solutions TwoFour, a specialist provider of global real-time FX, t...

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Broadridge and InGovern Announce Alliance for Sales and Distribution of Proxy Research and Vote Recommendations for Listed Companies in India
Trading & brokering

Broadridge and InGovern Announce Alliance for Sales and Distribution of Proxy Research and Vote Recommendations for Listed Companies in India

10y | Broadridge Financial Solutions

Broadridge and InGovern Announce Alliance for Sale...

Broadridge Financial Solutions, Inc. (NYSE:BR) and InGovern Research Services Pvt. Ltd today jointly announced an alliance for the sale and distributi...

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Broadridge acquires Paladyne Systems, a leading provider of buy-side technology and services
Asset management

Broadridge acquires Paladyne Systems, a leading provider of buy-side technology and services

10y | Broadridge Financial Solutions

Broadridge acquires Paladyne Systems, a leading pr...

To significantly expand its services to buy-side clients, Broadridge Financial Solutions (NYSE:BR) today announced the acquisition of Paladyne Systems...

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Broadridge Garners Industry Awards
Trading & brokering

Broadridge Garners Industry Awards

10y | Broadridge Financial Solutions

Broadridge Garners Industry Awards

Broadridge Financial Solutions, Inc. (NYSE:BR) is pleased to announce that it recently garnered three awards from respected technology services organi...

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Broadridge Announces ATM Reconciliation Module for Banks
Banking

Broadridge Announces ATM Reconciliation Module for Banks

10y | Broadridge Financial Solutions

Broadridge Announces ATM Reconciliation Module for...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the launch of new functionality within its PROactive solution suite for the reconciliat...

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Top Three Global Asset Manager Implements Bonaire’s REVPORT™ for Fee Calculation and Client Billing
Insurance

Top Three Global Asset Manager Implements Bonaire’s REVPORT™ for Fee Calculation and Client Billing

10y | Broadridge Financial Solutions

Top Three Global Asset Manager Implements Bonaire’...

Replaces multiple existing legacy billing systems for US and EMEA business units. Bonaire Software Solutions, LLC, a leading provider of revenue mana...

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Bonaire Releases Enhanced Business Intelligence Module
Insurance

Bonaire Releases Enhanced Business Intelligence Module

10y | Broadridge Financial Solutions

Bonaire Releases Enhanced Business Intelligence Mo...

EMPOWER/BI offers powerful management information tool for buy-side CFOs. Provides new level of product transparency for asset managers. Bonaire Sof...

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TwoFour Expands London Office and UK Presence
Asset management

TwoFour Expands London Office and UK Presence

10y | Broadridge Financial Solutions

TwoFour Expands London Office and UK Presence

Dave Clark appointed as Managing Director, EMEA; Neil Clarke joins as Sales Manager. TwoFour, a specialist provider of global real-time financial sof...

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Broadridge Saves Corporate Issuers More Than $508 Million This Proxy Season
Banking

Broadridge Saves Corporate Issuers More Than $508 Million This Proxy Season

10y | Broadridge Financial Solutions

Broadridge Saves Corporate Issuers More Than $508 ...

Broadridge Financial Solutions, Inc. (NYSE:BR), the nation’s largest investor communications company, estimates that it saved corporate issuers ...

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Top Five Global Asset Manager Selects Bonaire's REVPORT™ for RDR Compliance
Insurance

Top Five Global Asset Manager Selects Bonaire's REVPORT™ for RDR Compliance

10y | Broadridge Financial Solutions

Top Five Global Asset Manager Selects Bonaire's RE...

UK-based asset manager chooses REVPORT™ to comply with RDR regulation. REVPORT™ to manage firm’s fund rebates and fee billing. Bonaire Software Solu...

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Broadridge Canada Announces Enhanced Smart Securities Offering
Insurance

Broadridge Canada Announces Enhanced Smart Securities Offering

10y | Broadridge Financial Solutions

Broadridge Canada Announces Enhanced Smart Securit...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the release of an enhanced version of its Smart Securities offering in Canada, which wi...

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TwoFour Expands Consulting Sales Team
Asset management

TwoFour Expands Consulting Sales Team

10y | Broadridge Financial Solutions

TwoFour Expands Consulting Sales Team

TwoFour, a specialist provider of global real-time software solutions and a trusted consultancy in the capital and treasury markets today announced th...

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RidgeWorth Capital Management, Inc Selects Bonaire’s REVPORT™ Revenue Management and Fee Billing Platform
Insurance

RidgeWorth Capital Management, Inc Selects Bonaire’s REVPORT™ Revenue Management and Fee Billing Platform

10y | Broadridge Financial Solutions

RidgeWorth Capital Management, Inc Selects Bonaire...

Bonaire Software Solutions, LLC, a leading provider of revenue management, accounting and business intelligence solutions to investment managers, mutu...

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Broadridge Expands Global Proxy Services Business with Three Appointments
Banking

Broadridge Expands Global Proxy Services Business with Three Appointments

10y | Broadridge Financial Solutions

Broadridge Expands Global Proxy Services Business ...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced three senior appointments for its growing international Investor Communication Solution...

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Broadridge and CTI Form Strategic Alliance to Provide Advanced Tax Reporting and Compliance Solutions
Trading & brokering

Broadridge and CTI Form Strategic Alliance to Provide Advanced Tax Reporting and Compliance Solutions

10y | Broadridge Financial Solutions

Broadridge and CTI Form Strategic Alliance to Prov...

Broadridge Financial Solutions, Inc. (NYSE:BR) and Compliance Technologies International, LLP (CTI) jointly announce that they have entered into a par...

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Schwab to Team with Broadridge Financial Solutions to Offer Broad Access to Foreign Equity & Currency Markets
Banking

Schwab to Team with Broadridge Financial Solutions to Offer Broad Access to Foreign Equity & Currency Markets

10y | Broadridge Financial Solutions

Schwab to Team with Broadridge Financial Solutions...

Charles Schwab today announced plans to significantly enhance its global investing offer through a strategic relationship with Broadridge Financial So...

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Kepos Capital and Paladyne Implement State-Of-The-Art Investment Management Platform
Insurance

Kepos Capital and Paladyne Implement State-Of-The-Art Investment Management Platform

10y | Broadridge Financial Solutions

Kepos Capital and Paladyne Implement State-Of-The-...

Paladyne Systems, Inc., the leading provider of next generation investment management solutions, today announced that Kepos Capital LP, a New York-bas...

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Netherlands Bank selects Bonaire’s REVPORT™ to manage Revenue and Fee Calculations
Trading & brokering

Netherlands Bank selects Bonaire’s REVPORT™ to manage Revenue and Fee Calculations

10y | Broadridge Financial Solutions

Netherlands Bank selects Bonaire’s REVPORT™ to man...

Bonaire Software Solutions, LLC, a leading provider of revenue management, accounting and Business Intelligence solutions to investment managers, mutu...

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London-Based Affiliate of U.S. Bank Selects Bonaire's REVPORT™ to Manage Rebates and Fee Calculations
Trading & brokering

London-Based Affiliate of U.S. Bank Selects Bonaire's REVPORT™ to Manage Rebates and Fee Calculations

10y | Broadridge Financial Solutions

London-Based Affiliate of U.S. Bank Selects Bonair...

Bonaire Software Solutions, LLC, a leading provider of Revenue Management, accounting and Business Intelligence solutions to investment managers, mutu...

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Broadridge's Forefield Signs an Agreement with CUNA Brokerage Services
Accounting

Broadridge's Forefield Signs an Agreement with CUNA Brokerage Services

10y | Broadridge Financial Solutions

Broadridge's Forefield Signs an Agreement with CUN...

Broadridge Financial Solutions, Inc. (NYSE:BR) announced today that its Forefield division has signed a five-year agreement with CUNA Brokerage Servic...

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Bonaire Signs 100th Client, Continues Global Expansion
Insurance

Bonaire Signs 100th Client, Continues Global Expansion

10y | Broadridge Financial Solutions

Bonaire Signs 100th Client, Continues Global Expan...

New company milestone reached with the addition of Groupama in Paris Bonaire Software Solutions, LLC, a leading provider of revenue management, accou...

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Broadridge strengthens team as market demand to streamline processing operations increases
Banking

Broadridge strengthens team as market demand to streamline processing operations increases

10y | Broadridge Financial Solutions

Broadridge strengthens team as market demand to st...

– Two new hires sees company expand European infrastructure, promoting business growth Broadridge Financial Solutions, Inc. (NYSE:BR) today ann...

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Broadridge Enhances Investigo Solution with Customized Data Scrubbing Capabilities
Insurance

Broadridge Enhances Investigo Solution with Customized Data Scrubbing Capabilities

10y | Broadridge Financial Solutions

Broadridge Enhances Investigo Solution with Custom...

High-quality data can save money, lead to better decisions and superior customer service Broadridge Financial Solutions, Inc. (NYSE:BR) announced tod...

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Broadridge Hires Jay Pila to Spearhead Growth of its International Securities Processing and Reconciliation Solutions Business in North America
Banking

Broadridge Hires Jay Pila to Spearhead Growth of its International Securities Processing and Reconciliation Solutions Business in North America

10y | Broadridge Financial Solutions

Broadridge Hires Jay Pila to Spearhead Growth of i...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the appointment of Jay Pila as SVP and General Manager of its Securities Processing Sol...

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Groupama Asset Management Selects Bonaire’s REVPORT™ to Manage Revenue and Fee Calculations
Insurance

Groupama Asset Management Selects Bonaire’s REVPORT™ to Manage Revenue and Fee Calculations

10y | Broadridge Financial Solutions

Groupama Asset Management Selects Bonaire’s REVPOR...

Bonaire Software Solutions, LLC, a leading provider of Revenue Management, accounting and Business Intelligence solutions to investment managers, mutu...

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Groupama Asset Management Selects Bonaire’s REVPORT™ to Manage Revenue and Fee Calculations
Insurance

Groupama Asset Management Selects Bonaire’s REVPORT™ to Manage Revenue and Fee Calculations

10y | Broadridge Financial Solutions

Groupama Asset Management Selects Bonaire’s REVPOR...

Bonaire Software Solutions, LLC, a leading provider of Revenue Management, accounting and Business Intelligence solutions to investment managers, mutu...

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Bonaire User Conference Survey Reveals Buy-Side Priorities
Trading & brokering

Bonaire User Conference Survey Reveals Buy-Side Priorities

10y | Broadridge Financial Solutions

Bonaire User Conference Survey Reveals Buy-Side Pr...

• 64% of individuals rate increasing efficiency and accuracy as the top business objective • 1/3 of firms state that developing innovative new invest...

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Retail Foreign Exchange Dealer Institutional Liquidity Goes Live with TwoFour
Banking

Retail Foreign Exchange Dealer Institutional Liquidity Goes Live with TwoFour

10y | Broadridge Financial Solutions

Retail Foreign Exchange Dealer Institutional Liqui...

TwoFour to support the back office and other FX functionality across the enterprise TwoFour, a leading provider of global real-time FX, treasury cash...

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Retail Foreign Exchange Dealer Institutional Liquidity Goes Live with TwoFour
Banking

Retail Foreign Exchange Dealer Institutional Liquidity Goes Live with TwoFour

10y | Broadridge Financial Solutions

Retail Foreign Exchange Dealer Institutional Liqui...

TwoFour, a leading provider of global real-time FX, treasury cash management, limit monitoring and order management solutions today announced that Ins...

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Broadridge Launches New Informational Micro-Site for Issuers
Asset management

Broadridge Launches New Informational Micro-Site for Issuers

10y | Broadridge Financial Solutions

Broadridge Launches New Informational Micro-Site f...

Broadridge Financial Solutions, Inc. (NYSE:BR) announced today that its Investor Communication Solutions business in Canada has launched its informati...

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Bonaire Introduces Revenue and Expense Allocations™ Module to REVPORT™
Trading & brokering

Bonaire Introduces Revenue and Expense Allocations™ Module to REVPORT™

10y | Broadridge Financial Solutions

Bonaire Introduces Revenue and Expense Allocations...

New patented product to expand capabilities of revenue and expense allocations. Bonaire Software Solutions, LLC, a leading provider of software solut...

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Penson Goes Live with Broadridge Canada's Brokerage Processing Services Solution
Banking

Penson Goes Live with Broadridge Canada's Brokerage Processing Services Solution

10y | Broadridge Financial Solutions

Penson Goes Live with Broadridge Canada's Brokerag...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Penson Financial Services Canada Inc. is now operating live on Broadridge Canada&#...

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Broadridge Receives Industry Awards in Recognition of its International Expansion
Trading & brokering

Broadridge Receives Industry Awards in Recognition of its International Expansion

10y | Broadridge Financial Solutions

Broadridge Receives Industry Awards in Recognition...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that its Securities Processing Solutions, International (SPSI) business has won two awa...

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Broadridge and Euroclear Complete Agreement to Offer New End-to-End Proxy Voting Service
Banking

Broadridge and Euroclear Complete Agreement to Offer New End-to-End Proxy Voting Service

10y | Broadridge Financial Solutions

Broadridge and Euroclear Complete Agreement to Off...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it has signed an agreement with Euroclear to jointly strengthen shareholders’...

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TwoFour Processes 450 FX Back Office Trades Per Second on Virtual Hardware - New Record Set at UK-based Intel’s fasterLAB
Banking

TwoFour Processes 450 FX Back Office Trades Per Second on Virtual Hardware - New Record Set at UK-based Intel’s fasterLAB

10y | Broadridge Financial Solutions

TwoFour Processes 450 FX Back Office Trades Per Se...

TwoFour, a leading provider of global real-time FX, treasury cash management, limit monitoring and order management solutions today announced new benc...

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Growing number of REVPORT clients within EMEA results in a 50% increase in staff
Asset management

Growing number of REVPORT clients within EMEA results in a 50% increase in staff

10y | Broadridge Financial Solutions

Growing number of REVPORT clients within EMEA resu...

Bonaire Expands London Office – Growing number of REVPORT clients within EMEA results in a 50% increase in staff. Bonaire Software Solutions, L...

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Broadridge Launches Affiliate Matching & Settlement Solution
Banking

Broadridge Launches Affiliate Matching & Settlement Solution

10y | Broadridge Financial Solutions

Broadridge Launches Affiliate Matching & Settlemen...

Solution Boosts Operational Efficiencies and Reduces Costs Associated with Cross-Border Trading. Broadridge Financial Solutions, Inc. (NYSE:BR) today...

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TwoFour Grows U.S. Consulting Team with the Addition of Mark Engelhardt
Asset management

TwoFour Grows U.S. Consulting Team with the Addition of Mark Engelhardt

10y | Broadridge Financial Solutions

TwoFour Grows U.S. Consulting Team with the Additi...

TwoFour, a leading provider of global real-time software solutions and a trusted consultancy in capital markets and treasury today announced the appoi...

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BPO is a Hot Topic for Broadridge at the TowerGroup/CEB Annual Conference
Banking

BPO is a Hot Topic for Broadridge at the TowerGroup/CEB Annual Conference

10y | Broadridge Financial Solutions

BPO is a Hot Topic for Broadridge at the TowerGrou...

Firm Unveils Findings of White Paper on BPO in Global Financial Services Industry. As global financial services firms continue to integrate business ...

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Bonaire Announces REVPORT Functionality for Fund Rebates
Asset management

Bonaire Announces REVPORT Functionality for Fund Rebates

10y | Broadridge Financial Solutions

Bonaire Announces REVPORT Functionality for Fund R...

REVPORT functionality enables firms to manage fund or distributor rebates, retrocessions and fund expense management. Bonaire Software Solutions, LLC...

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Broadridge in Japan Announces Agreement with Mitsui Knowledge Industry (MKI), and New Bank of Japan Connectivity
Banking

Broadridge in Japan Announces Agreement with Mitsui Knowledge Industry (MKI), and New Bank of Japan Connectivity

10y | Broadridge Financial Solutions

Broadridge in Japan Announces Agreement with Mitsu...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it has concluded a software purchase agreement with Mitsui Knowledge Industry Comp...

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Broadridge Financial Solutions, Inc. CEO Calls for Nationwide Effort to Increase Individual Shareholder Voting
Trading & brokering

Broadridge Financial Solutions, Inc. CEO Calls for Nationwide Effort to Increase Individual Shareholder Voting

10y | Broadridge Financial Solutions

Broadridge Financial Solutions, Inc. CEO Calls for...

In remarks before the National Press Club this morning, the chief executive of the nation’s largest shareholder communications company called on...

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Paladyne Solution for Growing Hedge Funds Experiences Record Growth in Asia Pacific Region
Payments

Paladyne Solution for Growing Hedge Funds Experiences Record Growth in Asia Pacific Region

10y | Broadridge Financial Solutions

Paladyne Solution for Growing Hedge Funds Experien...

Paladyne FastStart™ Experiences Record Growth in the Asia-Pacific Region. Paladyne Systems, Inc., the leading provider the leading provider of next ge...

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Broadridge Launches Enhanced Gloss for Fixed Income Processing
Banking

Broadridge Launches Enhanced Gloss for Fixed Income Processing

10y | Broadridge Financial Solutions

Broadridge Launches Enhanced Gloss for Fixed Incom...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced it has substantially enhanced the fixed income and financing functionality of its leadi...

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Bonaire Survey Reveals Impact of Regulation on Asset Management Fee Billing Practices
Trading & brokering

Bonaire Survey Reveals Impact of Regulation on Asset Management Fee Billing Practices

10y | Broadridge Financial Solutions

Bonaire Survey Reveals Impact of Regulation on Ass...

Bonaire Software Solutions, LLC, a leading provider of software solutions for asset managers, today announced the results of the firm’s annual survey ...

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Asset Management Division of Leading Canadian Bank Chooses Broadridge Canada's Smart Fund Facts Solution
Accounting

Asset Management Division of Leading Canadian Bank Chooses Broadridge Canada's Smart Fund Facts Solution

10y | Broadridge Financial Solutions

Asset Management Division of Leading Canadian Bank...

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that a leading Canadian bank has started a multi-year initiative to use Broadridge Cana...

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Broadridge Launches Mobile Voting on Major Mobile Platforms
Trading & brokering

Broadridge Launches Mobile Voting on Major Mobile Platforms

10y | Broadridge Financial Solutions

Broadridge Launches Mobile Voting on Major Mobile ...

Broadridge Financial Solutions Inc. (NYSE: BR) announced today that Mobile ProxyVote®.com is now live and available for proxy voting and compatible wi...

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