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Broadridge enhances its ProxyVote platform
04 March 2026 US, UK
Reporter: Zarah Choudhary

Through the new enhanced experience, investors who are eligible for Pass-Through Voting can review and select their preferred voting policy immediately after completing their proxy ballot on ProxyVote

Broadridge extends regulatory platform capabilities
26 February 2026 UK, US
Reporter: Tahlia Kraefft

The technology provider platform’s enhanced capabilities will help investment firms deliver cleaner and digitally enabled Product Summary Documents to meet evolving UK disclosure rules

Broadridge promotes Troise
24 February 2026 US
Reporter: Hansa Tote

Before joining Broadridge in 2024 as head of trading and connectivity solutions, Frank Troise held the position of CEO and board member of Pico Quantitative Trading

Nissay implements Broadridge’s MBS solution
12 February 2026 Japan
Reporter: Tahlia Kraefft

The fintech firm’s mortgage-backed securities Trade Assignment Portal will allow the assessment management company to reduce administrative workload

Broadridge appoints Mosconi and Perry to board of directors
09 February 2026
Reporter: Tahlia Kraefft

Trish Mosconi and Christopher Perry have joined the firm’s board of directors, with Brett Keller departing the firm after 11 years

Broadridge to acquire CQG
06 February 2026 UK, US
Reporter: Zarah Choudhary

CQG will add complementary execution management, algorithmic trading, and analytics capabilities to Broadridge’s order management and client connectivity solutions

Broadridge completes acquisition of Acolin
06 January 2026 US
Reporter: Tahlia Kraefft

The acquisition expands Broadridge’s distribution solutions for asset managers, assisting them to enter new markets and grow assets, while also strengthening its regulatory services

Broadridge strengthens platform for alternative investment managers
16 December 2025 UK, US
Reporter: Tahlia Kraefft

The new general ledger capabilities extend the firm’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform

Broadridge and Xceptor collaborate on tax reclaims solution
19 November 2025 US, UK
Reporter: Tahlia Kraefft

The partnership will provide an integrated solution that automates withholding tax relief and reclaims processes, minimises risk, and enhances compliance across global markets within asset servicing

Broadridge enables Societe Generale’s US digital bond issuance
18 November 2025 US
Reporter: Tahlia Kraefft

US digital bonds issued as security tokens on the Canton Network blockchain with Societe Generale-FORGE acting as registrar

Broadridge selects Patrick Archer
03 November 2025 Netherlands, Switzerland, and Belgium
Reporter: Tahlia Kraefft

Archer will oversee the dissemination of Broadridge’s buy side product portfolio throughout the company’s continental European markets

Salim rejoins S&P Global as Director of Client Management
31 October 2025 UK
Reporter: Zarah Choudhary

Khalid Salim has had the experience of working as director of account management at Broadridge and senior vice president of strategic client management at HSBC