NEW YORK, March 18, 2026 – Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that retirement services firm PCS Retirement, LLC (PCS) has begun a phased implementation of Broadridge’s revenue and expense management technology to automate plan sponsor billing and accelerate advisor payments.
“We are focused on strengthening our business and delivering better outcomes for our clients and partners, and our work with Broadridge reinforces our commitment to investing in technology that enables growth and transformation,” said Scott David, CEO of PCS. “As we continue to support a growing base of advisors and retirement plans, we need an enterprise-grade billing solution that can scale with us. Broadridge provides the automation, flexibility and auditability we need to streamline plan sponsor invoicing and pay advisors faster.”
By implementing Broadridge’s enterprise-grade billing solution, PCS has streamlined previously time-intensive billing and payout workflows, significantly accelerating processing timelines. The new automated workflow reduces fee calculations and invoicing to days – improving accuracy, accelerating revenue collection, and enabling faster payments to advisor partners. The solution supports highly flexible fee calculations and integrates with Broadridge’s Matrix Trust Company for sub-custody and trading, delivering a seamless, end-to-end advisor payment experience.
“As consolidation and growth continue across the retirement services industry, firms are under pressure to transform and replace manual processes that can’t keep up with scale and complexity,” said Rob Erman, Head of Revenue and Expense Management Solutions at Broadridge. “PCS exemplifies how forward-looking firms are using automation to modernize operations, improve the advisor experience, and position themselves for long-term growth. We’re proud to support PCS with a proven solution that can be implemented quickly and evolve as their business grows.”
In an environment where firms manage multiple books of business and increasingly complex fee structures, automated revenue management solutions help create a single, reliable source of billing data while delivering robust reporting, auditability, and information security. For PCS, this implementation underscores its continued reinvestment in the business and alignment with technology partners trusted by tier-one retirement firms.
As asset and retirement managers navigate growing scale, consolidation, and increasingly complex operating models, Broadridge delivers integrated technology that supports the entire investment management value chain. From revenue and expense management to data, operations, and governance, Broadridge helps firms replace fragmented, manual processes with automated, enterprise-grade solutions that improve efficiency, strengthen controls, and support long-term growth in a dynamic market.