Latest Product Updates and Feature Enhancements on Broadridge
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 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.
Broadridge Financial : Announces Distribution Insights for Asset Managers on Salesforce AppExchange
Broadridge Financial Solutions, Inc. has launched Distribution Insights for asset managers on Salesforce AppExchange, enhancing data-driven decision-making capabilities for users.
Broadridge Financial Solutions Launches Instant Payments Service Aligned With EU Rules
Broadridge Financial Solutions, Inc. has launched an instant payments service that complies with EU regulations, enhancing financial transaction efficiency.
Strategic Partnerships and Integrations of Broadridge
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.
Broadridge Collaboration With CCRI Expands ClearFi Platform , Adding Crypto Sustainability Data - Comprehensive Solution For Clients Required To Disclose Sustainability Metrics And Generate Whitepapers As Per EU MiCA Regulation
Broadridge Financial Solutions partners with CCRI to enhance its ClearFi platform by adding crypto sustainability data, helping clients meet EU MiCA regulation requirements for sustainability metrics... and whitepapers.
Mergers, Acquisitions, and Business Moves by Broadridge
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.
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.
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.
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 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 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 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.
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 Appoints Mike Cowley As Head Of International Investor Communications Service Delivery
Broadridge Financial Solutions appoints Mike Cowley as Head of International Investor Communications Service Delivery, based in London, to lead global proxy operations and corporate governance servic...es.
Awards, Recognitions, and Industry Achievements of Broadridge
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 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.
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.
Merck Selects Broadridge To Transform Treasury Operations With Real-Time Account Visibility
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 re...al-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.
Wedbush taps Broadridge to modernise clearing and wealth platforms
Wedbush Securities has chosen Broadridge as its strategic technology platform provider to modernize its clearing and wealth platforms. This collaboration will integrate Broadridge's trading, post-tra...de, and regulatory reporting services, enhancing Wedbush's digital transformation and operational efficiency. Broadridge's platform offers features like AI-driven insights, real-time notifications, and support for emerging asset classes, positioning Wedbush for growth and innovation in the FinTech market.
Wedbush Securities Selects Broadridge for Tech Platform Modernization ...
Wedbush Securities has chosen Broadridge as its strategic technology platform provider to modernize its operations. This partnership will integrate Broadridge's comprehensive trading and post-trade s...olutions, including workflow automation and AI-driven insights, to enhance Wedbush's clearing and wealth management operations. The collaboration aims to drive digital innovation and improve client experiences.
Broadridge Enabling Rapid Compliance with EU Instant Payments ...
Broadridge has announced significant adoption of its service for instant payments compliance with EU regulations. The service offers fast, cost-efficient access to the ECB's TIPS system, enabling rea...l-time payments. Since its launch in 2024, Broadridge has onboarded seven clients, enhancing transaction speed and efficiency. Partnerships with CPB SOFTWARE and Foconis have facilitated rapid deployment.
Booking.com Advances Corporate Payments with Broadridges Service for Swift SCORE+, Enabling Real-Time Tracking and Efficiency
Broadridge Financial Solutions has enabled Booking.com to implement Swift SCORE+ services, streamlining corporate payments with real-time tracking and enhanced efficiency. This deployment allows Book...ing.com to optimize payment processing and transparency, leveraging Broadridges fintech platform for improved operational control in global transactions.
Booking.com Adopts Broadridge Swift SCORE+ for Payment Flows
Booking.com has adopted Broadridge's Swift SCORE+ solution to enhance its payment flow processes. This deployment demonstrates Broadridge's strength in providing advanced financial technology for sec...ure and efficient payment operations in the travel and hospitality sector.
