Broadridge has been selected to provide a front-to-back office operations solution for broker-dealer Beta Capital Wealth Management, to support its move to self-clearing
Broadridge Financial Solutions has been selected to provide its suite of wealth and fund management technology solutions to Worldsource Financial Management, and partnered up with Wealthsimple on automated investment management
The pilot, conducted in partnership with Natixis and Societe Generale, utilises distributed ledger technology in order to make complex processes “more secure, transparent and efficient”
Optimas Capital, which has more than USD 250 million in assets under management, chose Broadridge’s Portfolio Master solution for its “accurate and smooth processing capability”
Broadridge is expanding its data and analytics solution with the acquisition of Spence Johnson, a provider of institutional data and intelligence to the asset management industry
Broadridge is addressing trade reporting requirements set to come in with the Securities Financing Transaction Regulation, launching a new solution spanning the entire reporting lifecycle