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LAKE SUCCESS, N.Y. – 15 November 2017 – Broadridge Financial Solutions, Inc. (NYSE: BR) was recognized by Celent, a research, advisory, and consulting firm focused on financial services technology, as the end-to-end wealth management solution provider with the best breadth of functionality.
The Celent report examines the leading North American vendors of front-to-back office platforms, analyzing the relative position of the vendors in the following categories: advanced technology, breadth of functionality, client base, and depth of client services. According to the report, clients chose the Broadridge solution because of longstanding and valued relationships, Broadridge’s ability to understand a client’s complex business model, and the solution’s ability to handle large amounts of data.
“We are delighted that Celent has recognized the strength of our end-to-end Wealth Management solution,” said Donna Bristow, Managing Director, North American Wealth at Broadridge. “Broadridge has invested significantly over recent years to expand the solution’s functionality, invest in digital and mobile programs and strengthen our platform with the acquisition of advisor compensation capabilities and the extension of our advisory productivity platforms. These initiatives demonstrate our commitment to helping clients get ahead of todays’ challenges and capitalize on what’s next.”
In Celent’s North American Wealth Management Technology Vendors report, “In terms of Breadth of Functionality, little separated the vendors, but ultimately, Broadridge came out on top. Broadridge Wealth Solution is a true front-to-back solution offering robust modules. Broadridge allows clients to integrate with best-of-breed financial planning solutions to promote firm planning strategies and behaviors, thus better serving their predominant client base: the mass affluent.” Celent continued, “Broadridge demonstrates a dedication to developing its digital proposition and empowering the advisor and client through, for example, its three-prong implementation approach of AI and strong mobile apps.”
Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with more than $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $10 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
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