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YCharts Holdings Integrate with Broadridge’s Wealth Aggregation Platform

BusinessWireAugust 26, 20244 min
YCharts, a leading cloud-based investment research and client communications platform, has unveiled its new integration with Broadridge’s Wealth Aggregation platform, a leading provider of solutions-based tools for holistic communication and data aggregation. This collaboration elevates advisor practices by uniting tools designed to enhance investment decision-making and client experiences through comprehensive portfolio management capabilities. By integrating with Broadridge’s Wealth Aggregation platform, YCharts users can now leverage the combined power of both platforms, creating a fully integrated...

AmInvestment Bank Enhances Securities Finance Services with Broadridge

PRNewswireJuly 22, 20244 min
To transform and expand their prime brokerage business lines and as part of its broader efforts to add and enhance value for its clientele, AmInvestment Bank, a company in the Ambank Group and one of the largest banking groups in Malaysia, has deployed global Fintech leader Broadridge Financial Solutions, Inc.’s (NYSE: BR) Securities Finance and Collateral Management platform to enable their Securities Borrowing and Lending product offerings. This single platform allows AmInvestment Bank to simplify and innovate trading, manage...

Broadridge Named a Luminary in Reconciliation Systems by Celent

PRNewswireJuly 11, 20244 min
Global Fintech leader Broadridge Financial Solutions, Inc., announced it has been awarded the highest ranking of ‘Luminary’ for its BRx Match solution from Celent, a leading research and advisory firm, in its latest report on reconciliation systems. The report, Reconciliation Systems: Solutions For Capital Markets Firms, profiles eighteen reconciliation solution providers evaluated across functionality, customer bases, technology, implementation, pricing, and support. Celent defines its ‘Luminary’ designation as excelling in solution capabilities and for having a leading...

Broadridge and Kyndryl to partner in Canadian Wealth Management

PRNewswireMay 14, 20245 min
Global Fintech leader Broadridge Financial Solutions, Inc., announced that it will acquire Kyndryl’s Securities Industry Services (SIS) wealth and capital markets technology platform. SIS solutions include clearing and settlement, account record keeping, tax and regulatory reporting, and integrated order management activities for Canadian financial services firms. Kyndryl intends to partner with Broadridge Canada by providing managed services and capabilities to SIS. “The partnership with Kyndryl and the acquisition of the SIS business further underscore Broadridge’s long-standing...

Broadridge names Hope Jarkowski Chief Legal Officer

PRNewswireApril 12, 20244 min
Broadridge Financial Solutions, Inc., a global Fintech leader, announced that Hope Jarkowski has been appointed Chief Legal Officer, effective May 6, 2024. Jarkowski succeeds Keir Gumbs, who served as Chief Legal Officer until November 2023. Jarkowski will oversee Broadridge’s legal, compliance, regulatory, and government affairs. She will also serve as the primary legal advisor to senior management and the Board of Directors and will help lead Broadridge’s internal policy efforts. Additionally, she will serve on the Broadridge Foundation Board,...

Broadridge announced new appointment

PRNewswireApril 9, 20244 min
Global Fintech leader Broadridge Financial Solutions, Inc., announced the appointment of Frank Troise as President of Broadridge Trading & Connectivity Solutions and Vice Chairman of Broadridge Capital Markets, effective April 29, 2024. Mr. Troise succeeds Ray Tierney, who will serve in an advisory capacity, following a successful three-year tenure. Troise will spearhead the Trading & Connectivity business through the next chapter of its mission to simplify and optimize trading as a leader in multi-asset, multi-workflow trading, and connectivity...
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