Latest Product Updates and Feature Enhancements on Broadridge
Broadridge Invests in DeepSee, Further Harnessing Agentic AI to Transform Post-trade Operations - PR Newswire
Broadridge Financial Solutions has enhanced its OpsGPT platform with new features like inventory optimization, fails research, and email integration automation. These upgrades aim to improve operatio...nal intelligence, risk management, and capital efficiency for clients. OpsGPT now leverages AI to provide real-time insights and streamline post-trade processes, supported by Broadridge's harmonized data model, BRx.
Broadridge Advances Unified Front-To-Back Investment Management ...
Broadridge has enhanced its investment management platform by integrating a general ledger and redesigning the user interface.
Broadridge Strengthens Platform for Alternative Investment Managers ...
Broadridge has enhanced its multi-asset portfolio and trade order management platform by integrating a fund-level general ledger and redesigning the user interface. These upgrades aim to improve oper...ational efficiency, fiduciary controls, and scalability for asset managers and hedge funds. The general ledger includes period accounting and financial statement reporting, while the new UI consolidates portfolio management, risk, analytics, and trading into a single workspace.
Broadridge's Shareholder Disclosure Hub Migrates to AWS, Boosting Global Reach, Resilience and Security - Yahoo Finance
Broadridge Financial Solutions has migrated its Shareholder Disclosure Hub to Amazon Web Services, enhancing performance, security, and scalability. This move expands its global reach to include Sing...apore and South Africa, supporting shareholder disclosure across multiple jurisdictions. The cloud-native architecture leverages AWS and Broadridge's Managed Cloud Architecture Standards, certified to CSA STAR Level 2, to improve operational efficiency and transparency.
Broadridge (NYSE: BR) backs Societe Generales first U.S. digital bond issuance - Stock Titan
Broadridge enabled Societe Generale's first U.S. digital bond issuance using its new tokenization capability on the Canton Network. This innovation allows firms to issue, trade, and manage securities... digitally, enhancing privacy and ownership. Societe Generale-FORGE acted as registrar, and IntellectEU's Catalyst Blockchain Manager operated the nodes.
Broadridge Delivers ISO 20022 Cash Messaging Ahead of Swift 2025 Deadline
Broadridge has successfully implemented ISO 20022 cash processing capabilities for its post-trade clients, ahead of the November 2025 Swift deadline. This proactive move ensures seamless client trans...itions, minimizing disruption and costs. The new standard enhances data capture and transparency, offering operational efficiencies and positioning clients for future growth.
Broadridge - Broadridge Boosts Digital Marketing Suite, Powering Advisor Prospecting and Growth
Broadridge Financial Solutions has enhanced its digital marketing suite by integrating Wix-powered website creation tools and new video marketing capabilities. These updates aim to empower wealth adv...isors with mobile-first, compliance-ready websites and professional video tools to attract and engage investors. The enhancements address the evolving needs of wealth management firms, focusing on personalization, compliance, and scalability to support advisors in building trust and growing their client base.
Broadridge Boosts Digital Marketing Suite, Powering Advisor Prospecting ...
Broadridge Financial Solutions has enhanced its digital marketing suite for advisors by integrating Wix-powered website tools and new video marketing capabilities. These updates aim to improve adviso...r prospecting and client engagement through mobile-first websites with compliance features and scalable video content creation. The enhancements address the evolving needs of wealth firms and their advisors, focusing on personalization, compliance, and modern investor demands.
Broadridge Boosts Digital Marketing Suite, Powering Advisor Prospecting and Growth
Broadridge Financial Solutions has enhanced its digital marketing suite for wealth advisors by integrating Wix-powered website creation tools and new video marketing capabilities. These updates aim t...o improve advisors' digital presence, offering mobile-first, compliant websites and scalable video content production. The enhancements address the evolving needs of investors, focusing on personalization, compliance, and engagement.
Broadridge - Broadridge Enhances OpsGPT, introducing new Agentic Capabilities to Further Optimize Global Post-Trade Operations
Broadridge has enhanced its OpsGPT platform with new agentic capabilities, including inventory optimization, fails research, and email integration automation. These enhancements aim to optimize globa...l post-trade operations by providing real-time operational intelligence, improving risk management, and increasing capital efficiency. OpsGPT leverages AI to automate workflows, reduce operational expenses, and enhance decision-making.
Broadridge Accelerates Instant Payments Compliance Ahead of EUs 2025 Deadline
Broadridge Financial Solutions is enhancing its instant payments service to help European banks comply with EU regulations by October 2025. The service integrates with the European Central Bank's TIP...S system, enabling 24/7 real-time transactions. It has attracted seven clients since its late 2024 launch, offering fast onboarding and cost efficiency. Partnerships with CPB SOFTWARE and Foconis facilitate quicker integration.
Broadridge Enabling Rapid Compliance with EU Instant Payments Regulations - PR Newswire
Broadridge Financial Solutions is enabling European banks to comply with new EU Instant Payment regulations by providing a scalable solution for real-time Swift payments. Since its launch in fall 202...4, Broadridge has onboarded seven clients, leveraging partnerships with CPB SOFTWARE and Foconis. The service integrates with the ECB's TIPS system, offering high availability and rapid transaction processing, enhancing banks' operational efficiency and compliance readiness.
Broadridge and Novisto simplify ESG reporting
Broadridge has launched ESG Analyzer, a new tool designed to simplify ESG disclosure, data analytics, and benchmarking for financial institutions. ESG Analyzer streamlines the process of managing env...ironmental, social, and governance data, helping organizations meet regulatory requirements and improve ESG reporting efficiency.
Broadridge Announces New Patent on Large Language Model Orchestration of Machine Learning Agents - PR Newswire
Broadridge has secured a new patent for orchestrating machine learning agents using large language models. This innovation enhances automation and intelligent workflow management in financial technol...ogy. The patented technology leverages advanced AI to streamline complex processes, supporting Broadridges strategy to deliver next-generation fintech solutions.
Investments in AI and Digital Asset Surge While Data and Legacy Tech Challenges Persist, Broadridge Digital Transformation Study Finds - PR Newswire
Broadridge has released a digital transformation study highlighting increased investments in AI and digital assets among financial firms. The report notes ongoing challenges with data management and ...legacy technology. The study provides insights into technology adoption trends and operational hurdles in the financial services sector.
Strategic Partnerships and Integrations of Broadridge
Broadridge Announces Strategic Investment And Expanded Partnership With ...
Broadridge has announced a strategic investment and expanded partnership with DeepSee to enhance Agentic AI innovation in post-trade operations. This collaboration aims to leverage AI capabilities to... improve efficiency and performance in financial processes.
Broadridge's Tokenization Capability Enables Societe Generale's First U.S. Digital Bond Issuance - Sahm
Broadridge Financial Solutions has expanded its partnership with Xceptor to automate global tax relief processes and completed its first U.S. digital bond issuance with Societe Generale using tokeniz...ation technology. These initiatives highlight Broadridge's focus on digital transformation and regulatory compliance, enhancing its financial technology solutions for institutional clients.
Broadridge - Broadridge and WealthFeed Partner to Offer End-to-End Advisor Lead Generation and Intelligent Nurturing
Broadridge Financial Solutions has formed a strategic partnership with WealthFeed, integrating Broadridge's AdvisorStream marketing platform with WealthFeed's AI-driven prospecting capabilities. This... collaboration aims to enhance lead generation and investor engagement for financial advisors by leveraging real-time data and automated nurturing. Broadridge's investment will support WealthFeed's growth and product development, strengthening Broadridge's partner ecosystem in the wealth management sector.
Broadridge - Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants
Broadridge has partnered with BMLL Technologies to integrate advanced pre-trade analytics into its sell-side Order Management System and buy-side Execution Management System, Xilix, in Japan. This co...llaboration aims to enhance trading performance by providing traders with real-time insights and analytics, including market impact forecasts and risk assessments, directly within their trading workflows.
Broadridge makes strategic move into AI-driven wealth lending
Broadridge Financial Solutions has formed a strategic partnership with Uptiq, an AI platform, to enhance its Wealth Lending Network. This collaboration integrates Uptiq's AI technology, enabling fina...ncial advisors and banks to automate securities-based lending workflows and improve client outcomes. The partnership aims to modernize wealth management by providing automated tools for loan processing and enriched insights, demonstrating Broadridge's commitment to innovation in financial services.
Broadridge Partners with Uptiq to Modernize Wealth Management with AI ...
Broadridge has formed a strategic partnership with Uptiq, integrating Uptiq's AI technology into its Wealth Lending Network. This collaboration aims to modernize wealth management by automating secur...ities-based lending workflows, enhancing compliance, and improving client outcomes. The partnership also includes a minority investment by Broadridge in Uptiq, reflecting a commitment to innovation in the wealth lending ecosystem.
Mergers, Acquisitions, and Business Moves by Broadridge
Broadridge to Acquire CQG, Expanding Global Futures and Options Trading Capabilities - Nasdaq
Broadridge Financial Solutions announced its acquisition of CQG, Inc. to enhance its global derivatives trading capabilities. The deal will integrate CQG's execution management and analytics with Bro...adridge's order management solutions, creating a comprehensive trading platform for futures and options markets. The acquisition is set to close by the end of Broadridge's fiscal fourth quarter.
Broadridge Completes Acquisition of Acolin, Unlocking Seamless Cross-Border Distribution and Enhanced Data-Driven Solutions for Clients - PR Newswire
Broadridge Financial Solutions has completed its acquisition of Acolin, enhancing its cross-border fund distribution and regulatory services. This acquisition allows Broadridge to offer expanded solu...tions for asset managers, facilitating market entry and asset growth while improving regulatory compliance services across the fund lifecycle.
Broadridge Acquires iJoin to Enhance Retirement Plan Technology Solutions
Broadridge Acquires iJoin to Enhance Retirement Plan Technology Solutions
M & A deals : Lumelight , ClearFile , fonio . ai , fluently , TMA Systems , Facil - IT , Broadridge , iJoin
Broadridge Financial Solutions has acquired iJoin, a fintech company specializing in retirement plan engagement and digital onboarding. This acquisition enhances Broadridge's retirement technology of...ferings, providing plan providers with better engagement tools and expanding their wealth and retirement solutions. The integration is expected to increase cross-selling opportunities and add new SaaS revenue streams.
Broadridge Financial Solutions acquires iJoin - Asset Servicing Times
Broadridge Financial Solutions has acquired iJoin, a provider of retirement plan technology, enhancing its capabilities in participant onboarding, engagement, and analytics. This acquisition aims to ...streamline 401k plan enrollment and improve personalized education and outreach for plan participants. The transaction is not expected to significantly impact Broadridge's financial results.
Broadridge Acquires Retirement Plan Technology Provider iJoin - PR Newswire
Broadridge Financial Solutions has acquired iJoin, a retirement plan technology provider. This acquisition aims to enhance Broadridge's retirement plan services by integrating iJoin's participant onb...oarding and data-driven engagement solutions. The combined capabilities will benefit record keepers, financial advisors, and asset managers by improving participant outcomes and unlocking growth opportunities in the retirement industry.
Broadridge Acquires Retirement Plan Technology Provider iJoin
Broadridge Financial Solutions has acquired iJoin, a technology provider specializing in participant onboarding and analytics for the retirement industry. This acquisition aims to enhance Broadridge'...s retirement plan servicing capabilities by integrating iJoin's data-driven engagement services. The collaboration seeks to improve participant outcomes and efficiency across the retirement ecosystem.
Speakerbus goes bust, Broadridge acquires Signal, banks mandate cyber training, and more
Broadridge has acquired Signal, a move that highlights its strategic expansion in financial technology solutions.
Broadridge - Broadridge Acquires Signal, Accelerating Global Digital Communications Expansion
Broadridge Financial Solutions has acquired Signal, a UK-based leader in digital communications for financial services. This acquisition enhances Broadridge's digital capabilities and market presence... in the UK and Europe, aligning with its strategy to globalize digital communications solutions. Signal's technology and expertise will help Broadridge expand its services and improve client engagement across various sectors.
Broadridge to Acquire Acolin, Accelerating Modernization and Transparency in Cross-Border Fund Distribution - Longview News-Journal
Broadridge Financial Solutions announced its acquisition of Acolin, a European provider of cross-border fund distribution and regulatory services. This acquisition will enhance Broadridge's global fu...nd distribution capabilities, offering a comprehensive solution for fund distribution strategy. The deal is expected to close in the first half of Broadridge's 2026 fiscal year, pending regulatory approvals.
Broadridge Acquires Acolin to Transform European Fund Distribution ...
Broadridge Financial Solutions announced its acquisition of Acolin, a Zurich-based leader in cross-border fund distribution and regulatory services. This strategic move will enhance Broadridge's Euro...pean fund distribution capabilities by integrating Acolin's network of over 3,000 distributors across 30+ countries. The acquisition aims to create a comprehensive solution for fund distribution strategy, expected to close in the first half of Broadridge's 2026 fiscal year, pending regulatory approvals.
Funding News and Financial Performance of Broadridge
Broadridge Financial Raises FY2026 GAAP EPS Guidance from $8.02-$8.38 ...
Broadridge Financial Raises FY2026 GAAP EPS Guidance from $8.02-$8.38 ...
Broadridge posts Q2 FY 2026 results update | BR SEC Filing - Form 8-K
Broadridge Financial Solutions released its Q2 FY 2026 results, including a press release and an earnings webcast presentation. The materials, available on the company's investor relations website, c...over the fiscal quarter ending December 31, 2025, and provide insights into the company's recent performance.
Broadridge posts higher Q2 revenue and net income | BR SEC Filing ...
Broadridge Financial Solutions reported a significant increase in Q2 revenue and net income, driven by digital asset gains. Revenue rose to $1,713.9 million, and net earnings doubled to $284.6 millio...n. The company benefited from $188 million in non-operating income, largely from Canton Coin, and improved operating cash flows to $367.1 million, supporting dividends and share repurchases.
Broadridge Schedules Webcast and Conference Call to Review Second Quarter Fiscal Year 2026 Results on February 3, 2026 - Sahm
Broadridge Financial Solutions will announce its second-quarter fiscal year 2026 financial results on February 3, 2026. A webcast and conference call, featuring CEO Tim Gokey and CFO Ashima Ghei, wil...l discuss the results.
Broadridge Schedules Webcast and Conference Call to Review Second Quarter Fiscal Year 2026 Results on February 3, 2026 - Yahoo Finance
Broadridge Financial Solutions will announce its second-quarter fiscal year 2026 financial results on February 3, 2026. A webcast and conference call, featuring CEO Tim Gokey and CFO Ashima Ghei, wil...l discuss the results.
Broadridge Reports First Quarter Fiscal 2026 Results
Broadridge Financial Solutions reported a strong first quarter for fiscal 2026, with a 12% increase in total revenues to $1.589 billion and a 51% rise in adjusted EPS to $1.51. The company saw signif...icant growth in recurring revenues and event-driven revenues, driven by mutual fund proxy communications. Broadridge also raised its fiscal 2026 guidance for recurring revenue growth to the higher end of its 5-7% range.
Broadridge Financial: Fiscal Q4 Earnings Snapshot
Broadridge Financial Solutions reported a fiscal fourth-quarter net income of $374.2 million, or $3.16 per share, surpassing Wall Street expectations. Adjusted earnings were $3.55 per share, with rev...enue reaching $2.07 billion, exceeding forecasts. For the year, Broadridge's profit was $839.5 million on revenue of $6.89 billion.
Broadridge's (NYSE:BR) Q2 Earnings Results: Revenue In Line With ...
Broadridge's (NYSE:BR) Q2 Earnings Results: Revenue In Line With ...
Broadridge Reports Fourth Quarter and Fiscal 2025 Results
Broadridge Financial Solutions reported its fiscal 2025 results, highlighting a 7% growth in recurring revenues and an 11% increase in adjusted EPS. The company achieved $288 million in closed sales ...and announced an 11% annual dividend increase. Broadridge's fiscal 2026 guidance projects 5-7% recurring revenue growth and 8-12% adjusted EPS growth, emphasizing its strategic focus on governance digitization and wealth management modernization.
BR Q1 Earnings Call: Broadridge Misses Revenue Estimates as Recurring Revenue, Margins Expand
Broadridge reported its Q1 financial results, missing revenue estimates but showing growth in recurring revenue and improved margins. The results highlight the companys focus on expanding stable reve...nue streams and operational efficiency in the financial technology sector.
Leadership and Executive Team Updates at Broadridge
Broadridge expands board to 10, adds two directors | BR SEC Filing ...
Broadridge Financial Solutions has expanded its board from eight to ten members, appointing Trish Mosconi and Christopher Perry as new directors. Mosconi will serve on the Audit and Compensation Comm...ittees, while Perry, Broadridge's President, will not receive additional compensation or join any committees. Brett Keller will resign from the board effective April 30, 2026.
Broadridge Appoints Trish Mosconi and Chris Perry to its Board of Directors - Sahm
Broadridge Financial Solutions has appointed Trish Mosconi and Chris Perry to its Board of Directors, effective February 2, 2026. Mosconi, with extensive experience in financial services, will serve ...on the Audit and Compensation Committees. Perry, Broadridge's President since 2020, will expand his role without additional compensation. Brett Keller will resign from the Board on April 30, 2026, for a missionary assignment.
Broadridge (NYSE: BR) appoints Richard Street to lead international sales based in London - Stock Titan
Broadridge appointed Richard Street as Head of International Sales, based in London. He will report to Mike Sleightholme, President of Broadridge International, and focus on executing international s...ales and revenue growth plans. Street brings extensive experience in global sales and relationship management from previous roles at RBC and Citi.
Broadridge Appoints Richard Street as Head of International Sales
Broadridge has appointed Richard Street as the new Head of International Sales, indicating a strategic move to enhance its global sales efforts.
Broadridge Names Head of International Market Advocacy
Broadridge has appointed Michael McPolin as head of international market advocacy. McPolin will lead market advocacy efforts across EMEA and APAC, focusing on regulatory and market structure developm...ents. He reports to Stephanie Clarke, head of international strategy and corporate development. McPolin brings nearly 30 years of experience from J.P. Morgan and HSBC.
Lucas Swertloff joins Broadridge as the Global Head of Custom Policy
Lucas Swertloff has joined Broadridge Financial Solutions as the global head of custom policy. In this new role, he will lead the creation and execution of custom proxy voting policies and support st...rategies tied to the ProxyEdge platform. Swertloff's expertise in policy development and client engagement is expected to enhance Broadridge's investor experience initiatives.
Broadridge Financial Makes Major Leadership Moves: Two Key Executives Get Expanded Powers - Stock Titan
Broadridge Financial Solutions announced expanded leadership roles effective July 1, 2025. Doug DeSchutter is now President of Investor Communication Solutions, while Tom Carey, President of Global T...echnology & Operations, will also oversee the Enterprise Product Management organization. These changes aim to support Broadridge's transition to a platform company.
Broadridge Announces Expanded Roles for Senior Leaders
Broadridge Financial Solutions announced expanded roles for senior leaders Doug DeSchutter and Tom Carey. DeSchutter becomes President of Investor Communication Solutions, focusing on digitizing comm...unications. Carey will oversee Enterprise Product Management alongside his role as President of Global Technology & Operations. These changes support Broadridge's evolution into a platform company.
Awards, Recognitions, and Industry Achievements of Broadridge
Broadridge Recognized as One of FORTUNE Magazine's 2026 "World"s Most ...
Broadridge Financial Solutions has been named one of Fortune's 2026 World's Most Admired Companies in the Financial Data Services industry. This marks the 12th time Broadridge has received this recog...nition, highlighting its innovation, management quality, and global competitiveness. CEO Tim Gokey attributes this honor to the trust clients place in Broadridge and its role in driving innovation in financial services.
Broadridge Recognized as One of FORTUNE Magazine's 2026 "World"s Most Admired Companies" - PR Newswire
Broadridge has been named one of Fortune's 2026 World's Most Admired Companies within the Financial Data Services industry. This recognition highlights Broadridge's reputation for innovation, managem...ent quality, and global competitiveness. CEO Tim Gokey emphasized the company's role in driving innovation in financial services through AI and other technologies.
Broadridge Partners with LPL Financial to Win 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication - Yahoo Finance
Broadridge Partners with LPL Financial to Win 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication - Yahoo Finance
Global Fintech Leader Broadridge Tops 22 Providers in Everest Group's 2025 Capital Markets Operations Rating - Stock Titan
Broadridge Financial Solutions has been recognized as a Leader in the 2025 Capital Markets Operations Services PEAK Matrix Assessment by Everest Group. This accolade highlights Broadridge's technolog...y-first approach, including innovations like OpsGPT and modular control dashboards. The company's BPO solutions are crucial as markets prepare for T+1 settlement and US treasury central clearing requirements.
Broadridge Ranked #3 in the 2025 IDC FinTech Rankings Top 100, Wins Capital Markets Transformation Award
Broadridge has been ranked #3 in the 2025 IDC FinTech Rankings Top 100 and received the Capital Markets Transformation Award. This recognition highlights Broadridge's role in modernizing financial se...rvices through innovative solutions like Wealth InFocus and NYFIX Matching. The company is noted for its impact on digital transformation and operational efficiency in the capital markets sector.
Broadridge Ranked # 3 In The 2025 IDC FinTech Rankings Top 100 , Wins Capital Markets Transformation Award - Broadridge Remains In The Top Three Ranking For Third Consecutive Year
Broadridge has been ranked #3 in the 2025 IDC FinTech Rankings Top 100 for the third consecutive year and won the Capital Markets Transformation FinTech Real Results Award. This recognition highlight...s Broadridge's role in modernizing financial services through solutions like Wealth InFocus and NYFIX Matching, emphasizing its commitment to innovation and digital transformation in the financial sector.