Broadridge Named a Leader in Digital Experience Platforms for Asset and Wealth Management Products by Everest Group

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Broadridge Financial Solutions has been recognized as a Leader in the Digital Experience Platforms (DXP) in Asset and Wealth Management (AWM) Products PEAK Matrix Assessment 2023 by Everest Group. Broadridge's strong third-party partnership ecosystem and transformative solutions for advisors were highlighted as key factors in earning this recognition. The company's investments in digital experience talent and thought leadership have also contributed to its market recall in this space. Broadridge's digital platforms and game-changing innovations, such as Wealth InFocus, have positioned the company as an industry leader in driving data-rich digital experiences.

Everest Group PEAK Matrix® highlights Broadridge's strength in digital platforms for regulatory investor communications and top rating for value delivered and technology capability

NEW YORK, Sept. 7, 2023 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, has been recognized by independent research firm Everest Group as a Leader in its inaugural Digital Experience Platforms (DXP) in Asset and Wealth Management (AWM) Products PEAK Matrix® Assessment 2023. In this report, Everest Group evaluates 12 leading DXP providers with solutions that are enabling asset and wealth managers to optimize their processes, personalize client interactions, and create an enhanced advisor experience.

"Broadridge is continuously investing in its experience-related portfolio for Asset and Wealth Management (AWM), including building persona-specific solutions for both clients and advisors. The company has built a powerful market recall in this space with the help of its investments in digital experience talent and compelling, prevalent thought leadership," said Kriti Gupta, Practice Director, Everest Group. "Recognition from clients on its strong third-party partnership ecosystem and transformative solutions empowering advisors to foster deeper client engagement have helped Broadridge to earn a Leader recognition on Everest Group's Digital Experience Platforms (DXP) in Asset and Wealth Management (AWM) Products PEAK Matrix® Assessment 2023." 

"This is great recognition of Broadridge's work scaling next-gen platforms and driving data-rich digital experiences," said Doug DeSchutter, Co-President, Investor Communication Solutions. "We partner with our clients to accelerate their digital transformation and drive digital engagement among their investors. With hundreds of clients on our digital platforms and the introduction of game-changing innovations, such as Wealth InFocus, we will continue to serve as an industry leader by leveraging our platform modernization and investments."

Providers were assessed on information submitted for calendar year 2023, interactions with DXP providers, client references and success stories, and buyer feedback. Leaders showcased extensive coverage across all three modules of content management system, client experience, and advisor experience, and are widely adopted by AWM firms across geographies. Leaders have invested heavily in developing digital solutions, such as real-time dashboards, virtual agents, 360-degree customer data analytics, and next-best-action support by leveraging advanced analytics, artificial intelligence, machine learning, and automation. Leaders have a robust partner ecosystem and have invested in developing collaborative go-to-market strategies, thought leadership, and Centers of Excellence with their partners to drive innovative offerings.

"Our technology and talent investments began decades, not years, ago and have enabled us to provide companies – large and small, across financial and other industries – with transformative digital platforms that improve customer experiences, significantly reduce costs, and increase efficiencies for firms," said Mike Alexander, President of Wealth Solutions at Broadridge. "We are delighted to see our team and digital experience offerings recognized by Everest Group as we continue to invest in capabilities that empower our clients in modernizing their tech stacks to establish enduring competitive advantages."

Broadridge delivers a suite of innovative, market-ready component solutions designed to deliver what's top of mind for every asset and wealth management firm: personalizing the investor experience, driving advisor revenue and productivity, digitizing investment and enterprise operations, and delivering cost efficiencies. Broadridge's open model allows asset and wealth management firms to tap into one or many components, helping them to modernize key parts of their tech stack in line with their strategic needs.

About Broadridge

Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $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 $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.

For more information about us and what we can do for you, please visit www.broadridge.com.

Investors:
W. Edings Thibault
Investor Relations
+ 1 516-472-5129
Edings.thibault@broadridge.com

Media:
Gregg Rosenberg
Corporate Communications
+1 212-918-6966
Gregg.rosenberg@broadridge.com

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SOURCE Broadridge Financial Solutions, Inc.

FAQ

Who recognized Broadridge Financial Solutions as a Leader in the Digital Experience Platforms in Asset and Wealth Management Products?

Broadridge Financial Solutions was recognized as a Leader in the Digital Experience Platforms in Asset and Wealth Management Products by Everest Group.

What were the key factors contributing to Broadridge's recognition as a Leader?

Broadridge's strong third-party partnership ecosystem and transformative solutions for advisors were key factors contributing to its recognition as a Leader.

What are some of the investments made by Broadridge in the digital experience space?

Broadridge has invested in digital experience talent, thought leadership, and game-changing innovations such as Wealth InFocus to drive data-rich digital experiences.

What are some of the benefits of Broadridge's digital platforms?

Broadridge's digital platforms enable personalized investor experiences, drive advisor revenue and productivity, digitize investment and enterprise operations, and deliver cost efficiencies.

What is Broadridge's open model?

Broadridge's open model allows asset and wealth management firms to choose and integrate one or many components of its suite of innovative solutions, helping them modernize their tech stack according to their strategic needs.