BR · Earnings call · 2026Q2T · Full report
Wealth Platform Adoption
BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-08-04 · Importance 42 · Surprise 40 · In source text
Wealth and Investment Management recurring revenue grew 10% in fiscal 2026, with new momentum in Canada following the SIS acquisition. Aviso was announced as a new Canadian platform client, and Broadridge also won another significant leading Canadian bank account. In the United States, the company is onboarding Wealth platform sales closed in the prior year and continues to see strong demand for corporate-actions and managed-services offerings. Broadridge is extending its unified digital-asset platform to U.S. broker-dealers, registered investment advisers and wealth managers for adviser-led and self-directed experiences.
Key facts
- Wealth InFocus solution has 6 leading U.S. wealth managers either on or in the process of onboarding.
- Extending digital asset capabilities to serve U.S. wealth clients as well.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Wealth InFocus solution has 6 leading U.S. wealth managers either on or in the process of onboarding. |