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Beta Capital chooses Broadridge for self-clearing shift
15 December 2017 Miami
Reporter: Stephanie Palmer

Broadridge has been selected to provide a front-to-back office operations solution for broker-dealer Beta Capital Wealth Management, to support its move to self-clearing

Canadian deals abound for Broadridge
05 December 2017 Toronto
Reporter: Stephanie Palmer

Broadridge Financial Solutions has been selected to provide its suite of wealth and fund management technology solutions to Worldsource Financial Management, and partnered up with Wealthsimple on automated investment management

Broadridge completes blockchain bilateral repo pilot
18 October 2016 New York
Reporter: Theo Andrew

The pilot, conducted in partnership with Natixis and Societe Generale, utilises distributed ledger technology in order to make complex processes “more secure, transparent and efficient”

Broadridge acquires Summit Financial Disclosure
03 October 2017 New York
Reporter: Jenna Lomax

The acquisition will see Summit’s document programme and regulatory filing services integrate with Broadridge’s communications services

Broadridge promotes Santangelo to president of EMEA and APAC sales
14 September 2017 London
Reporter: Jenna Lomax

Santangelo responsibilities will now include global sales management, business development and strategic client initiatives

Broadridge welcomes Paul Wilson as account manager
13 September 2017 London
Reporter: Drew Nicol

Sharegain’s Paul Wilson has changed tack to take on a role as senior account manager at Broadridge Financial Solutions

Whitebox Advisors chooses Broadridge suite solution
17 August 2017 New York
Reporter: Jenna Lomax

Whitebox Advisors has mandated Broadridge Financial Solutions to transform its technology platform into a fully integrated, hedge fund operation

Nasdaq blockchain to roll out at SIX Swiss Exchange
10 August 2017 Zurich
Reporter: Jenna Lomax

As a minimum viable product, the solution will be integrated with several other systems currently managed by SIX Swiss Exchange

Optimas Capital opts for Broadridge investment management solution
01 August 2017 New York
Reporter: Jenna Lomax

Optimas Capital, which has more than USD 250 million in assets under management, chose Broadridge’s Portfolio Master solution for its “accurate and smooth processing capability”

Broadridge makes data intelligence acquisition
11 July 2017 London
Reporter: Stephanie Palmer

Broadridge is expanding its data and analytics solution with the acquisition of Spence Johnson, a provider of institutional data and intelligence to the asset management industry

Broadridge takes on SFTR reporting requirements
20 June 2017 New York
Reporter: Stephanie Palmer

Broadridge is addressing trade reporting requirements set to come in with the Securities Financing Transaction Regulation, launching a new solution spanning the entire reporting lifecycle

Misys and Message Automation tackle reg reporting
06 June 2017 London
Reporter: Mark Dugdale

Misys has built a regulatory reporting component for compliance with the second Markets in Financial Instruments Directive in conjunction with Broadridge’s Message Automation