Everest Group Positions Broadridge in the Highest Leader Position in Market Impact and as a Star Performer in Wealth Management Products PEAK Matrix® Assessment 2024
Broadridge Financial Solutions (NYSE:BR) has been recognized as the highest-designated Leader in Market Impact and a Star Performer in wealth management by Everest Group's 2024 Wealth Management Products PEAK Matrix® Assessment for the second consecutive year. The evaluation, which covered 17 leading wealth management technology providers, highlighted Broadridge's excellence in delivering customer insights, client engagement, and collaborative business opportunities.
The assessment praised Broadridge's expertise in developing out-of-the-box solutions and maintaining a robust partner ecosystem. The company's wealth platform offers API-first market-ready solutions focused on personalizing investor experience, driving advisor revenue and productivity, digitizing operations, and delivering cost efficiencies. Their open ecosystem enables firms to combine proprietary, Broadridge, and third-party solutions into a single platform.
Broadridge Financial Solutions (NYSE:BR) è stata riconosciuta come il Leader con la più alta designazione in Impatto di Mercato e una Star Performer nella gestione patrimoniale secondo la valutazione PEAK Matrix® per i Prodotti di Gestione Patrimoniale del 2024 di Everest Group, per il secondo anno consecutivo. La valutazione, che ha coperto 17 fornitori leader di tecnologia per la gestione patrimoniale, ha messo in evidenza l'eccellenza di Broadridge nel fornire approfondimenti sui clienti, coinvolgimento del cliente e opportunità di business collaborative.
La valutazione ha elogiato l'esperienza di Broadridge nello sviluppo di soluzioni pronte all'uso e nel mantenere un ecosistema di partner robusto. La piattaforma di gestione patrimoniale dell'azienda offre soluzioni pronte per il mercato con API focalizzate sulla personalizzazione dell'esperienza degli investitori, sull'aumento delle entrate e produttività dei consulenti, sulla digitalizzazione delle operazioni e sulla realizzazione di efficienze dei costi. Il loro ecosistema aperto consente alle aziende di combinare soluzioni proprietarie, Broadridge e di terze parti in un'unica piattaforma.
Broadridge Financial Solutions (NYSE:BR) ha sido reconocida como el líder de mayor rango en Impacto de Mercado y como Star Performer en gestión patrimonial por la Evaluación PEAK Matrix® para Productos de Gestión Patrimonial 2024 del Everest Group, por segundo año consecutivo. La evaluación, que abarcó a 17 proveedores líderes de tecnología en gestión patrimonial, destacó la excelencia de Broadridge en la entrega de análisis de clientes, compromiso del cliente y oportunidades de negocio colaborativas.
La evaluación elogió la experiencia de Broadridge en el desarrollo de soluciones listas para usar y en el mantenimiento de un ecosistema de socios sólido. La plataforma de gestión patrimonial de la empresa ofrece soluciones listas para el mercado con API centradas en personalizar la experiencia del inversionista, impulsar los ingresos y la productividad de los asesores, digitalizar operaciones y proporcionar eficiencias de costos. Su ecosistema abierto permite a las empresas combinar soluciones propietarias, de Broadridge y de terceros en una sola plataforma.
브로어리지 금융 솔루션 (NYSE:BR)는 2024 에버레스트 그룹의 자산 관리 제품 PEAK 매트릭스® 평가에서 시장 영향력의 최고 리더 및 자산 관리 분야의 스타 퍼포머로 인정받았습니다. 이는 두 번째 연속입니다. 17개 주요 자산 관리 기술 제공업체를 대상으로 한 평가에서 브로어리지의 고객 통찰력, 고객 참여 및 협력 비즈니스 기회 제공의 우수성이 강조되었습니다.
이 평가는 브로어리지가 즉시 사용할 수 있는 솔루션 개발 및 강력한 파트너 생태계 유지에 대한 전문성을 칭찬했습니다. 회사의 자산 관리 플랫폼은 투자자 경험 개인화, 자문 수익 및 생산성 증대, 운영 디지털화 및 원가 효율성을 제공하는 데 중점을 둔 API 우선의 시장 준비 솔루션을 제공합니다. 그들의 개방형 생태계는 기업이 브로어리지 및 제3자 솔루션을 결합하여 단일 플랫폼에 통합할 수 있도록 합니다.
Broadridge Financial Solutions (NYSE:BR) a été reconnue comme le leader le plus désigné en Impact sur le Marché et un Star Performer en gestion de patrimoine par l'évaluation PEAK Matrix® des Produits de Gestion de Patrimoine 2024 d'Everest Group, pour la deuxième année consécutive. L'évaluation, qui a couvert 17 fournisseurs de technologies de gestion de patrimoine de premier plan, a mis en évidence l'excellence de Broadridge dans la fourniture d'analyses clients, d'engagement client et d'opportunités commerciales collaboratives.
L'évaluation a salué l'expertise de Broadridge dans le développement de solutions prêtes à l'emploi et le maintien d'un écosystème de partenaires solide. La plateforme de gestion de patrimoine de l'entreprise offre des solutions prêtes pour le marché avec API, axées sur la personnalisation de l'expérience des investisseurs, l'augmentation des revenus et de la productivité des conseillers, la numérisation des opérations et la réalisation d'économies de coûts. Leur écosystème ouvert permet aux entreprises de combiner des solutions propriétaires, Broadridge et tierces en une seule plateforme.
Broadridge Financial Solutions (NYSE:BR) wurde zum zweiten Mal in Folge als führendes Unternehmen in Bezug auf Markteinfluss und als Star Performer im Wealth Management durch die PEAK Matrix®-Bewertung 2024 für Wealth Management Produkte der Everest Group ausgezeichnet. Die Bewertung, die 17 führende Anbieter von Technologie für das Wealth Management abdeckte, hob die Exzellenz von Broadridge bei der Bereitstellung von Kundenanalysen, Kundenengagement und gemeinsamen Geschäftsmöglichkeiten hervor.
Die Bewertung lobte die Expertise von Broadridge in der Entwicklung von sofort einsatzbereiten Lösungen und der Aufrechterhaltung eines robusten Partner-Ökosystems. Die Vermögensplattform des Unternehmens bietet marktreife Lösungen mit API, die sich auf die Personalisierung der Anlegererfahrung, die Steigerung des Beratereinkommens und der Produktivität, die Digitalisierung von Abläufen und die Bereitstellung von Kosteneffizienzen konzentrieren. Ihr offenes Ökosystem ermöglicht es Unternehmen, proprietäre, Broadridge- und Drittanbieterlösungen in einer einzigen Plattform zu kombinieren.
- Achieved highest Leader position in Market Impact for second consecutive year
- Recognition for robust partner ecosystem and out-of-the-box solutions
- Strong capabilities in AI, ML, and API integrations
- Comprehensive suite of innovative, API-first solutions
- None.
Everest Group PEAK Matrix® highlights Broadridge's relative market success and overall capability of technology based on performance, experiences, ability, and knowledge
"Broadridge's continuous investments in its wealth platform enable it to deliver better customer insights, enhanced engagement with clients, and more collaborative business opportunities," says Kriti Gupta, Practice Director, Everest Group. "The firm's expertise in developing out-of-the-box solutions and a robust partner ecosystem have set Broadridge apart from its peers. We're pleased to recognize Broadridge as a Leader in the Everest Group Wealth Management Products PEAK Matrix® Assessment 2024 and look forward to their future success."
"We are thrilled to be recognized by our clients and Everest Group for our commitment to providing exceptional service and a sophisticated digital platform to address the evolving needs of the wealth and asset management industries," said Mike Alexander, President of Wealth Solutions at Broadridge. "We believe that a fully integrated tech stack is central to achieving greater efficiency and a successful advisor-client partnership. As we look ahead to 2025, we are expanding our capabilities as we seek to modernize wealth management and help our clients and the industry better operate, innovate and grow."
In this report, Everest Group evaluated 17 leading wealth management technology providers on information submitted in calendar year 2024 in areas including interactions with IT service providers, client reference checks and ongoing analysis of wealth management products market. Leading firms exhibited the following:
- Comprehensive coverage and innovation across the value chain and invest heavily in advanced technologies such as Artificial Intelligence (AI) and Machine Learning (ML), and API integrations. By understanding market challenges and market trends, and evolving needs of the next generation of investors, Leaders enhance business operations and provide innovative products and services.
- Enhance client experiences through hyper-personalized services and strategic partnerships. Leaders maintain a robust partnership ecosystem with WealthTechs, FinTechs, and system integrators to drive further innovation and ensure a well-rounded approach to address client needs and market demands.
Broadridge delivers a suite of innovative, API-first, market-ready component solutions designed to deliver what's top of mind for every wealth management firm, personalizing the investor experience, driving advisor revenue and productivity, digitizing investment and enterprise operations, and delivering cost efficiencies. Broadridge's open ecosystem allows wealth management firms to build top-tier solutions by combining their proprietary solutions, Broadridge solutions, and third-party solutions into one platform, helping them to transform on their own terms and modernize key parts of their tech stack in line with their strategic needs.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than
Disclaimer
Licensed extracts taken from Everest Group's PEAK Matrix® Reports, may be used by licensed third parties for use in their own marketing and promotional activities and collateral. Selected extracts from Everest Group's PEAK Matrix® reports do not necessarily provide the full context of our research and analysis. All research and analysis conducted by Everest Group's analysts and included in Everest Group's PEAK Matrix® reports is independent and no organization has paid a fee to be featured or to influence their ranking. To access the complete research and to learn more about our methodology, please visit Everest Group PEAK Matrix® Reports.
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SOURCE Broadridge Financial Solutions, Inc.
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