Real-World Case Studies and Customer Success Stories with Broadridge

Broadridge’s NYFIX Matching helped a global asset management firm improve post-trade processing. The firm needed a new system to manage... complex investments and meet rising regulatory demands. NYFIX Matching simplified portfolio management and supported risk management. The solution also improved process control and scalability for the firm.
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Broadridge’s Rapid Onboarding helped a leading U. S. investment services firm onboard direct mail letters 75% faster. The firm manages...over $3 trillion in client assets and serves 1.5 million retirement plan participants. Rapid Onboarding used AI and high-performance computing to cut costs, speed up mail delivery, and reduce technical resource needs. The solution enabled vendor consolidation and improved client experience. The firm exceeded its cost-saving expectations and plans to expand use of the solution.
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Broadridge business process outsourcing advocated for clients facing costly settlement restrictions after the 2008 financial crisis. Their leadership on industry... committees led to changes that reduced microcap securities settlement costs by 90%. The industry saved over $1 million per year. Broadridge also helped clients move aged trades off the books after SEC regulations, securing a three-day processing window from DTCC. Their advocacy provided lasting benefits and improved processes for more than 40 firms.
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Broadridge's enterprise fee billing management solution helped a global investment manager with over $1 trillion in assets. The firm faced... growing complexity in fee agreements and manual billing workarounds. Broadridge automated billing, reduced manual fee calculations by 80-100%, and improved client transparency. The solution enabled faster rollout of new products and better integration between systems. The client now scales operations more easily and meets global billing standards.
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Atlas Responsible Investors chose Broadridge portfolio management for its flexible, multi-asset class support. The platform lets them customize views for... all their investment strategies. This helps them manage complex portfolios and diverse asset types. Broadridge gives them real-time analytics and compliance tools. The solution improves decision-making and transparency for their team.
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Broadridge’s Distributed Ledger Repo (DLR) platform helped a global investment bank digitalize its intracompany repo trade collateral. The bank simplified... and sped up settlement, reducing operational costs and risks. DLR cut errors and trade fails, saving $2-3 million in transaction costs each year. The platform improved cash management transparency and gave real-time visibility into repo trade commitments. The bank now enjoys streamlined, automated repo trading with fewer manual steps and better liquidity.
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Atlas Responsible Investors chose Broadridge portfolio management for its ability to support multiple asset classes. The platform lets them customize... views for all their investment strategies. This helps them manage both public and private assets in one place. The solution gives real-time visibility and advanced analytics. Atlas can now handle complex portfolios with more efficiency and transparency.
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Atlas Responsible Investors used Broadridge's portfolio management solution to manage multiple asset classes. The platform let them customize views for... all their investment strategies. This helped them handle both public and private assets in one place. The solution improved their workflow and made portfolio management easier. Atlas chose Broadridge for its flexibility and support for diverse portfolios.
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Gedik Investment used Itiviti/Broadridge's Tbricks platform to improve market making and algorithmic trading. The firm faced challenges with latency and... stability, limiting its ability to grow in Turkish capital markets. By deploying Tbricks, Gedik Investment achieved faster, more stable trading and tighter spreads. The solution enabled the company to expand into new asset classes and prepare for future growth. Gedik Investment now has better risk management and real-time position oversight.
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Broadridge Fee Billing Management helped a global asset manager with over $300B AUM automate financial processes. The firm found and... recovered over $1 million in misallocated revenue. Manual errors dropped and staff saved significant time. Monthly accrual reporting was cut by half a day. Audit time dropped by up to two weeks each year. The solution improved compliance and transparency.
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Alpha Group used Broadridge FBF Intelligence to analyze its competitive position in Europe. The tool helped Alpha identify gaps in... relationship management and brand awareness among European fund selectors. Alpha improved its ranking in several key metrics, including new provider of choice and brand preference. The company learned it needs to enhance ESG offerings and marketing to grow in the region. Broadridge's insights guided Alpha's business planning and resource allocation for European expansion.
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Broadridge helped a global mutual fund leader improve shareholder communications for over 1. 7 million positions. The fund needed to...run cost-effective proxy campaigns and achieve positive results in trustee elections. Broadridge used data-driven insights to segment shareholders and create custom communications across mail, web, and e-delivery. Enhanced packaging and targeted messaging increased engagement. The campaign secured enough votes for the proposal, avoiding extra reminders and calls.
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Broadridge enabled eToro users to participate in proxy voting at major global companies. This milestone improved shareholder engagement for retail... investors. eToro leveraged Broadridge's proxy services to streamline the voting process. The solution enhanced the investor experience and supported regulatory compliance. eToro's CEO highlighted the significance for retail investors. The partnership marked a key step in empowering individual shareholders.
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Steubing AG used Broadridge OMS to improve trading and connectivity. The solution helped simplify portfolio management. It also supported risk... management and economic optimization. Steubing AG gained better process control and scalability. The system provided flexibility for complex investments and regulatory demands. The company now has a more efficient trading operation.
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Contineo used Itiviti from Broadridge to connect private banks and wealth managers to structured product issuers. The company needed robust... FIX connectivity to ensure secure, efficient trading and win market share. Itiviti enabled Contineo to connect with 18 counterparties and double its price requests year-over-year. The solution delivered reliable, scalable FIX messaging with no outages. Contineo now holds a market-leading position in structured product trading.
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Broadridge Fee Billing Management helped a global asset manager automate financial processes. The firm managed over $300 billion in assets... and faced delays and errors from manual systems. Broadridge's solution identified $1 million in misallocated revenue and reduced manual errors. Monthly accrual performance time was cut by half a day. Audit process time dropped by up to two weeks each year.
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Atlas Responsible Investors used Broadridge's portfolio management solution to manage multiple asset classes. The platform let them customize views for... all their strategies. This helped them support diverse portfolios. The solution improved efficiency and decision-making. Atlas chose Broadridge for its flexibility and multi-asset support.
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Atlas Responsible Investors chose Broadridge portfolio management for its flexible views and support for multiple asset classes. The platform helps... them manage diverse investment strategies in real time. It offers advanced analytics, compliance monitoring, and custom reporting. The solution improves transparency and decision-making for their team. Atlas can now handle both public and private assets efficiently.
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Broadridge’s Sentry PM helped a global asset manager grow assets under management from $7 billion to $9. 25 billion in...two years. The firm increased its number of SMAs from 17 to 25 and issued six new CLOs. Sentry PM unified front, middle, and back office operations, improving efficiency and reducing operational risk. The platform enabled real-time insights and supported expansion into the APAC region. Leaders valued the system’s automation, transparency, and scalability for handling complex investment needs.
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Broadridge Website Manager helped a U. S.-based wealth management firm modernize its digital presence. The firm needed scalable, customizable websites...for its financial professionals. Broadridge delivered a flexible platform with compliance controls and modern templates. The project went from start to launch in under five months. The firm gained strong branding, administrative control, and improved digital engagement for clients and professionals.
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Broadridge helped a mid-sized mutual fund complex run a challenging proxy campaign. The fund faced 33 money market funds and... 3.8 million positions, with two proposals seen as contentious. Broadridge advised on proxy statement language and targeted communications. Proxy advisory firms recommended in favor, and all four proposals passed. The fund reduced printing and postage costs and engaged key stakeholders early.
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Broadridge Portfolio Master helped a European long/short fund gain real-time views of P&L and risk. The fund needed a single... solution for order and portfolio management with minimal IT support. Broadridge delivered an integrated platform that reduced operating costs and enabled portfolio managers to act quickly. The hosted service minimized hardware and staff needs. The fund praised Broadridge for outstanding support and flexible integration.
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Broadridge helped a global banking and financial services company cut operating costs by 30% through business process outsourcing. The firm migrated... its core operations and technology to Broadridge’s platform, saving millions and eliminating nonrevenue-generating activities. Broadridge’s deep industry expertise ensured a fast, smooth transition to a new fixed income technology platform. The company realized ROI within the first year and gained scale for future growth and international expansion.
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Broadridge's Managed Data Services helped a large North American fund administrator meet FAS 157 regulatory demands. The client needed a... flexible asset valuation pricing solution and faster adaptation to complex rules. Broadridge delivered a customizable platform for pricing, analytics, and reporting. The solution enabled fund-specific price selection, improved data accuracy, and reduced internal workload. The client now offers enhanced services to global investment managers and lowered their total cost of ownership.
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Broadridge’s Distributed Ledger Repo (DLR) platform helped a multinational investment bank automate intracompany repo trades. The bank used blockchain to... digitalize post-trade workflows and automate the 15c3 regulatory process. This reduced operational errors and settlement costs. The bank now saves up to $4 million in transaction fees each year. The DLR solution improved transparency and liquidity for the bank.
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ContentHub helped a midsized asset management firm cut warehouse fees by 42%, saving over $50,000 a year. The firm replaced... multiple platforms with ContentHub and print-on-demand tools. They increased their print-on-demand catalog from 12% to 49% in one year. Sales teams now access up-to-date marketing content and track engagement. The solution improved efficiency and the sales team’s experience.
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Broadridge helped a global financial services firm cut technology and operations costs by replacing its aging proprietary platform. The firm avoided... $15–$20 million in annual regulatory compliance costs by moving to Broadridge’s shared technology platform. Broadridge business process outsourcing took over post-trade operations, reducing risk and enabling a smooth transition. The firm gained scalable processing, improved service levels, and access to industry best practices. The new setup positioned the firm for future growth and regulatory changes.
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Broadridge's post-trade platform enabled Lehman Brothers' asset management unit to quickly separate and transfer billions in assets during the firm's bankruptcy. The platform allowed... for a rapid conversion that normally takes over a year, completing it in just three trading days. This swift action insulated healthy assets from bankruptcy and ensured continued trading. Neuberger Berman, the asset management unit, maintained operations while Lehman's brokerage assets were transferred to Barclays. Broadridge's technology provided stability and protection amid global market turmoil.
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Atlas Responsible Investors chose Broadridge portfolio management to handle multiple asset classes. The platform lets them customize views for all... their strategies. They use it to manage private debt and public investments. The solution supports real-time monitoring and advanced analytics. Atlas can now model, analyze, and optimize complex structures. This helps them make better investment decisions and improve transparency.
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Broadridge Distribution Intelligence helped a financial services firm use precise RIA data to increase sales. The solution provided actionable insights... for sales teams. It enabled better advisor targeting and improved resource allocation. The firm streamlined expense management and optimized tax processes. Automated analytics supported timely business decisions. The result was higher sales and improved operational efficiency.
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Broadridge’s NYFIX Matching helped a global asset management firm transform its post-trade processing. The firm faced rising daily trading volumes,... manual workflows, and high costs. NYFIX Matching delivered faster processing, multi-asset support, and cost savings. After-hours operations dropped from two hours to just 20 minutes. The firm now scales equity trading more efficiently and plans to optimize further.
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Broadridge helped a global asset management firm optimize billing and payment processes. The firm needed a dynamic billing solution after... a major acquisition. Broadridge's enterprise fee billing management system enabled data consolidation and streamlined workflows. The solution accelerated cash flow and reduced operating costs. The firm gained better control and transparency over fee management.
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Broadridge delivered a modernized reconciliation solution for the asset management division of a global European bank. The new system replaced... multiple legacy platforms, reducing manual processes and audit risks. Users saw an 80% reduction in exception management task duration. Matching rates improved significantly with automated workflows and advanced data management. The bank now upgrades features independently, gaining a competitive edge in compliance and efficiency.
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Lupus alpha Asset Management AG used Broadridge Global SWIFT Services to improve straight through processing in securities settlement. The solution helped... simplify portfolio management and support risk management. It also improved process control and scalability for complex investments. The company benefited from better flexibility and compliance with rising regulations. Broadridge enabled more efficient operations for the asset manager.
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NYFIX Matching helped an APAC hedge fund automate middle office and post-trade processes. The firm faced manual, fragmented post-trade workflows... that increased costs and risks. With NYFIX Matching, they achieved T+0 processing and streamlined operations. The solution supports multiple asset classes and regions on one platform. The hedge fund now benefits from improved efficiency and scalability.
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Lupus alpha used Broadridge to improve and simplify its portfolio management. The solution helped with risk management and economic optimization.... Lupus alpha gained better process control and scalability. The platform supported flexibility despite complex investments and rising regulations. The company achieved more efficient operations in asset management.
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Broadridge Portfolio Management system helped a long/short equity hedge fund in Asia-Pacific. The fund managed over $500 million in assets.... They struggled with manual Excel analysis and lacked real-time risk modeling. Broadridge provided integrated risk tools and flexible portfolio analysis. The fund improved portfolio management, risk analytics, and compliance. Their investment process became more efficient and effective.
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Broadridge’s NYFIX Matching helped a global asset management firm transform its post-trade processing. The firm faced rising equity trading volumes,... manual workflows, and high costs. NYFIX Matching delivered faster processing, technology upgrades, and multi-asset support. After-hours operations dropped from two hours to just 20 minutes. The firm now scales equity trading more efficiently and plans further optimization.
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Broadridge Business Process Outsourcing helped a top U. S. wealth management firm transform its operations. The firm, with over 15,000...advisors and $1T+ in assets, faced challenges scaling support and managing complex workflows. Broadridge streamlined processes, automated legacy tasks, and improved communication between teams. The results included a 150% increase in processing capacity, 1.5x more voluntary elections managed, and a 30% rise in advisor and client satisfaction. The solution delivered error-free operations and higher productivity.
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Broadridge Managed Data Services helped a large North American fund administrator meet FAS 157 regulatory demands. The client needed a... flexible pricing solution for asset valuation and data management. Broadridge delivered a customizable platform with analytics, reporting, and automation. The solution enabled fast integration, pricing transparency, and reduced internal workload. Fund managers now access multiple pricing sources and improved exception management.
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Broadridge Market Analytics helped a leading asset manager get better market share data. The firm moved from quarterly to monthly... reporting. This let sales teams react faster to market changes. Broadridge gave them custom dashboards and detailed reports. The asset manager could now target new sales opportunities and optimize wholesaler territories. Leadership used the data to align compensation with performance.
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Broadridge Portfolio Master helped a European long/short fund gain real-time views of P&L and risk. The fund needed a single... solution for order and portfolio management with minimal IT support. Broadridge delivered an integrated platform, reducing operating costs and eliminating the need for custom spreadsheets. Portfolio managers can now place trades directly and monitor exposure instantly. The fund benefited from fast deployment, strong customer support, and lower total cost of ownership.
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Broadridge Managed Data Services helped a large North American fund administrator meet FAS 157 regulatory demands. The client needed a... flexible asset valuation pricing solution and faster adaptation to complex rules. Broadridge delivered a customizable platform for pricing, analytics, and reporting. The solution enabled fund-specific price selection, improved data accuracy, and reduced internal workload. The client now offers enhanced pricing transparency and supports global investment managers with multiple data sources.
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Broadridge helped a Paris-based multinational bank migrate from a legacy reconciliation system to a unified, real-time platform. The bank needed... to reduce risk and improve efficiency as its old system no longer met quality standards. Broadridge deployed a centralized solution on-site, enabling fast-track exception handling and dynamic analytics. The bank went live within 60 days, achieving better business control, lower costs, and improved service levels. The new system supports future growth and regulatory needs.
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Broadridge Data Control Solutions helped a leading Canadian bank automate intersystem reconciliation. The bank managed millions of customer records with... over 300 data points each. Manual updates led to unsynchronized and outdated account information. Broadridge delivered an automated, scalable solution that flagged mismatches and eliminated manual intervention. The bank improved data accuracy, transparency, and efficiency across its systems.
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Broadridge Business Process Outsourcing helped a global tier 1 bank transform post-trade operations. The bank faced rising costs and complexity... from new regulations and market pressures. By outsourcing non-differentiating functions, the bank achieved significant cost savings and increased straight-through processing rates. Key results included a 100% reduction in aged options security number exceptions and a 90% reduction in aged P&S day-breaks. The transition to Broadridge's BPO model took less than six months and improved risk management and scalability.
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Broadridge's Tbricks platform helped a leading European bank solve scalability and latency issues in structured product market making. The bank needed... to manage more financial instruments and meet strict regulatory standards. Tbricks enabled high throughput, low latency, and customizable quoting logic. The bank gained market share, improved operational efficiency, and achieved near-uninterrupted uptime. The solution positioned the bank for future growth and technology adoption.
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Broadridge Trading and Connectivity Solutions helped a tier-two Asian bank become a leading warrants market maker on the Hong Kong Stock Exchange. The bank needed... a low-latency, scalable trading platform to handle high volumes and adapt to market changes. Tbricks provided over 300 trading apps, open APIs, and a modular design for integration and flexibility. The bank launched quickly, targeting 1,000 structured products and options market making. The managed service model reduced costs and ensured business continuity.
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Broadridge's fee billing solution helped a global investment bank save over $1. 3 million. The bank faced issues with fee...calculation, reconciliation, and data silos. Broadridge streamlined these processes with automated, precise tools. Broker payment turnaround times dropped by 66%. The solution enabled monthly reconciliation of over 550 broker invoices and reduced headcount. The bank gained better management information and improved rate negotiations.
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Broadridge's fee billing solution helped a global investment bank save over $1. 3 million. The bank faced problems with trade-level...fee calculation and data silos. Broadridge provided automated expense fee calculation and robust reconciliation. The solution reduced broker payment turnaround times by 66%. The bank now reconciles over 550 broker invoices monthly and cut headcount with managed services.
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Broadridge automated reconciliations for a top Tanzanian bank. Manual processes took over two hours per reconciliation. With Broadridge Data Control... Solutions, the bank now completes reconciliations in about 10 minutes. The solution increased match rates to 90–99 percent and improved accuracy. It also enabled scalability and local support for all business lines.
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Broadridge’s OMS helped Steubing AG modernize its low-touch trading. The bank faced outdated technology and limited order monitoring. Broadridge delivered... advanced order routing, real-time alerts, and multi-asset support. Steubing gained scalability, improved client satisfaction, and increased revenue. The flexible platform let Steubing adapt workflows and win new business.
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Broadridge replaced a legacy trading system for a top Asian broker. The firm needed better low-touch trading, lower costs, and... more flexibility. Broadridge’s modular platform enabled faster onboarding and real-time order monitoring. The broker became a top-3 player in Singapore, expanding its market share. The solution improved customer support and allowed for future growth.
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Broadridge replaced the client's old reconciliation system in just three months. The new solution improved matching rates and made exception... management easier. Users can now create custom searches and filters to find data quickly. The system allows for flexible, accurate reporting and supports complex matching rules. Data from different sources is enriched and normalized, making the process more efficient and user-friendly.
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Broadridge helped a large insurance company outsource over 60 million packages each year. The insurer needed to modernize customer communications,... cut costs, and meet new regulations. Broadridge took over print and mail operations, moving equipment and documenting 3,900 applications in just six months. The transition included 575 acceptance tests and exceeded the client's closure timeline. The insurer now benefits from Broadridge’s secure, high-volume production and quality programs.
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AIA Malaysia automated daily bank statement reconciliations using Broadridge's reconciliation solution. Manual processes caused delays, with exceptions taking up to... 4 weeks to identify and resolve. Automation reduced manual work by 50%, improved reporting speed, and increased employee productivity. The solution enabled faster dispute resolution, early fraud detection, and better customer satisfaction. AIA Malaysia now delivers timely, transparent reporting and manages growing transaction volumes efficiently.
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Broadridge's reconciliation solution helped AIA Malaysia automate daily bank statement reconciliations. Manual processes caused delays, with exceptions taking up to... 4 weeks to identify and resolve. Automation reduced manual work by 50%, improved reporting speed, and increased employee productivity. The solution enabled faster dispute resolution, early fraud detection, and better customer satisfaction. AIA Malaysia now delivers on-time reporting and manages growing transaction volumes efficiently.
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Broadridge Consulting Services helped a newly merged insurance company fix major data management problems. The company faced issues with duplicate... records, impaired PII, and compliance risks after merging two data systems. Broadridge analyzed the data, built custom tools, and set up automated remediation. Data accuracy rose to 98%. The company reduced servicing costs and improved compliance and customer communications.
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Broadridge announced that Raiffeisen Bank International's shared service center, CRISP, has upgraded to Broadridge's BRx Match reconciliation platform. This long-term deployment... supports a projected fourfold increase in transaction volumes across 14 markets in Europe and Asia, enhancing automation and exception management while integrating with ISO 20022 standards.
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Centralised Raiffeisen International Services & Payments S. R.L. (CRISP) has upgraded to Broadridge's BRx Match reconciliation platform to manage increased...transaction volumes and ensure ISO 20022 compliance. This deployment enhances CRISP's efficiency and transparency across multiple markets, supporting its growth and regulatory needs.
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Aviso, a Canadian wealth services provider, is deploying Broadridge's Wealth Platform to modernize its technology infrastructure. This collaboration aims to... enhance advisor productivity and client experiences by leveraging Broadridge's open API architecture and Advisor Workstation components. The platform will streamline operations, reduce costs, and provide real-time data access, supporting Aviso's growth and adaptation to industry changes.
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Broadridge Financial Solutions has delivered a next-generation reconciliation platform to Raiffeisen Bank International, enhancing the bank's financial operations.

Aviso, a Canadian wealth services provider, is deploying Broadridge's Wealth Platform to modernize its technology infrastructure. This collaboration aims to... enhance advisor productivity and client experiences by integrating Broadridge's open API architecture with Aviso's systems. The platform will streamline operations and support Aviso's growth in the evolving financial services landscape.
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Aviso, a leading Canadian wealth services provider, is deploying Broadridge's Wealth Platform to modernize its technology infrastructure. This collaboration aims... to enhance advisor productivity and client experiences through a scalable, open API architecture. The platform will streamline operations, reduce integration costs, and support Aviso's strategic growth in the wealth management sector.
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Broadridge extends its agreement with Kyndryl to enhance its infrastructure with AI and quantum-safe capabilities. Kyndryl will modernize Broadridge's data... centers and integrate AI operations to improve resiliency and scalability. This collaboration aims to support Broadridge's strategy in democratizing investing and modernizing wealth management.
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Broadridge Financial Solutions, Inc. has extended its agreement with Kyndryl Holdings, Inc. to enhance its infrastructure with AI-enabled operations and... quantum-safe capabilities. Kyndryl's AI-powered platform will support Broadridge's strategy to modernize wealth management and trading systems. This collaboration aims to improve resiliency, scalability, and cryptographic protection, ensuring reliable high-volume trading and financial services operations.
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Broadridge extends its partnership with Kyndryl to enhance its core platforms with AI-enabled operations and quantum-safe capabilities. Kyndryl will modernize... Broadridge's data center and network architecture, integrating the Kyndryl Agentic AI Framework to improve resiliency, scalability, and security. This collaboration aims to support Broadridge's strategy in democratizing investing and modernizing wealth management.
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Broadridge and Kyndryl have extended their agreement to enhance Broadridge's infrastructure with AI and quantum-safe capabilities. Kyndryl will modernize Broadridge's... data center and mainframe environment, integrating AI-enabled operations for improved resiliency and scalability. This collaboration aims to support Broadridge's strategy in democratizing investing and modernizing wealth management.
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Broadridge Financial Solutions has deployed its agentic AI capabilities across capital markets and wealth management workflows, automating operational analysis and exception resolution. The platform, used... by over 40 clients, aims to reduce operational costs by up to 30% and processes millions of transactions monthly. It features a financial services ontology and is exploring open industry resource availability to enhance AI adoption.
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Broadridge has opened a new hub in Glasgow to enhance its global business process outsourcing (BPO) capabilities. This strategic move... supports Broadridge's international expansion and addresses growing demand for operational resilience and geographic diversification among financial institutions. The Glasgow center will deliver key operational services, including corporate actions and static data management, with a global investment bank as its anchor client.
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Bayer AG has successfully migrated to Broadridge's Swift Service Bureau, enhancing its global payment infrastructure with secure, standardized financial messaging. This transition supports... Bayer's complex system integration and compliance needs, managing 4 million transactions annually across 80+ banking partners. The project, delivered in two phases, strengthens Bayer's operational resilience and regulatory readiness.
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Bayer has transitioned to using Broadridge's Swift Service Bureau, enhancing its financial transaction processing capabilities.

Tavira Financial has chosen Broadridge's High Touch Order Management System and middle office solutions to enhance its trading workflows and global market connectivity. This adoption aims... to reduce operational complexity and improve trade volume handling, supporting Tavira's agency brokerage platform expansion. Broadridge's scalable architecture offers flexibility across execution styles and asset classes, meeting the growing demands of brokerage firms.
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Tavira Financial has chosen Broadridge Financial Solutions to enhance its agency operations, indicating a strategic customer acquisition for Broadridge.

Tavira has chosen Broadridge's technology to manage its trading operations and connect with global markets, highlighting Broadridge's role in enhancing financial services infrastructure.

Tavira Financial has deployed Broadridge's High Touch Order Management System, connectivity, and middle office solutions to enhance its trading and operational infrastructure. This integration aims... to optimize Tavira's trading workflows and improve global market connectivity, supporting their agency brokerage platform's growth and efficiency.
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Tavira Financial has selected Broadridge's High Touch Order Management System (OMS) and connectivity solutions to enhance its agency brokerage platform. This integration aims... to optimize trading workflows, reduce operational complexity, and improve global market connectivity, supporting Tavira's growth and scalability in handling increased trade volumes.
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Tavira selects Broadridge for its financial technology solutions, enhancing Tavira's operational capabilities.

Tavira Financial has chosen Broadridge's High Touch Order Management System to enhance its trading and operational infrastructure. This deployment will... streamline Tavira's trading workflows, improve efficiency, and provide better access to global markets. Broadridge's scalable platform will support Tavira's agency brokerage model, enabling it to handle increased trading volumes and maintain operational flexibility.
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Matsui Securities has adopted Broadridge's JASDEC Processing Solution (JASDECPS) on a SaaS platform to enhance its securities lending operations. This integration aims... to streamline processes, boost efficiency, and support Matsui's growth in the securities lending market by automating trade matching and securities transfers. The partnership aligns with Matsui's strategic transformation goals and leverages Broadridge's expertise in Japan's financial sector.
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Broadridge Financial Solutions plays a key role in the 2026 proxy season, acting as a crucial partner for corporate governance. The company is... named as the official tabulator for shareholder meetings by firms like LKQ Corporation and Capital One Financial. This highlights Broadridge's dominance in digital voting processes and its stable demand for governance services, reinforcing its position as a fintech leader.
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Broadridge Financial Solutions is central to the 2026 proxy season, serving as the official tabulator for shareholder votes for companies like LKQ Corporation and Capital One Financial. This role underscores... Broadridge's pivotal position in corporate governance, leveraging its technology for virtual meetings. The company benefits from stable governance service revenues and is expanding into quantitative technologies and global fund distribution through Acolin.
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Broadridge Financial Solutions has been selected by Merck to enhance its treasury operations using Broadridge's Swift Service Bureau and SCORE+ services. This collaboration enables... Merck to access real-time financial data across over 400 accounts globally, improving cash management and payment processing. The solution simplifies Swift integration, reducing costs and complexity, while supporting Merck's need for extensive account visibility and efficient API calls.
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Merck Selects Broadridge to Transform Treasury Operations with Real ...