Broadridge Financial Solutions, Inc., a global Fintech leader, has been recognized as a Leader and Star Performer in capital markets operations by Everest Group in its 2025 Capital Markets Operations Services PEAK Matrix® Assessment. This accolade highlights Broadridge’s innovative approach to delivering scalable, resilient, and value-driven services for both buy-side and sell-side clients.
Broadridge’s recognition stems from its focus on innovation and efficiency, enabling scalability and measurable value across the trade lifecycle. Everest Group evaluated 22 leading providers in 2025, assessing their global market activity, client interactions, and investments.
"Broadridge's continued focus on innovation and efficiency within capital markets operations has strengthened its ability to deliver scalability, resilience, and measurable value for its clients on both the sell-side and the buy-side," says Srawesh Subba, Practice Director, Everest Group. "Its combination of deep industry expertise, strong technology innovation, and a comprehensive service delivery model distinguishes it from competitors. By expanding its capabilities through innovations such as OpsGPT, modular control dashboards, as well as acquisitions and partnerships, Broadridge has grown its buy-side and sell-side footprint while maintaining consistency in overall delivery."
Broadridge’s Business Process Outsourcing (BPO) solution supports enterprise-grade portfolios spanning pre-trade, trade, and post-trade processes. Its mature proprietary platforms and generative AI-native toolkits, such as OpsGPT, enable transformation-led engagements in onboarding, reconciliation, fund accounting, and regulatory reporting. The company’s strategic technology bundle, including Portfolio Master and Sentry, empowers global asset managers and hedge funds to mutualize costs, optimize operations, and drive continuous innovation.
"We are proud to be recognized by Everest Group and our clients for our leadership in capital markets operations outsourcing," said Thomas Giacalone, Global Head of Business Process Outsourcing (BPO) at Broadridge. "Our mission is to help firms manage complexity, reduce risk, and optimize costs through our technology first approach. This recognition highlights the strength of our global delivery network, deep market expertise, and leading innovations like OpsGPT that are reimagining operations and have made Broadridge the trusted strategic partner to capital markets, wealth, and asset management firms worldwide."
As markets prepare for T+1 settlement in the UK, EU, and Asia, upcoming US treasury central clearing requirements, and extended trading hours in the US, firms need more resilient and efficient operating models. Broadridge’s BPO solution combines deep domain expertise, advanced technology capabilities, and a flexible, open ecosystem that integrates seamlessly with client and third-party platforms. This approach enables firms to streamline workflows, adapt to regulatory changes, and unlock efficiencies for future growth.
Broadridge’s leadership in capital markets operations underscores its role as a trusted partner, leveraging AI-driven innovations and a global delivery network to drive resilience and transformation in the financial services industry.
Everest Group is a leading global research firm helping business leaders make confident decisions. Everest Group's PEAK Matrix® assessments provide the analysis and insights enterprises need to make critical selection decisions about global services providers, locations, and products and solutions within various market segments. Likewise, providers of these services, products, and solutions, look to the PEAK Matrix® to gauge and calibrate their offerings against others in the industry or market. Find further details and in-depth content at www.everestgrp.com.
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping 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.
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