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BROADRIDGE, DELTACONCEPT TEAM ON PORTFOLIO MANAGEMENT SOLUTION
IN
Posted August 26, 2009
The alliance enables Broadridge to offer enhanced portfolio management
functionality to private banks and asset managers. DeltaConcept’s
Equalizer, a front-office portfolio management software service, is
hosted by Broadridge’s Swiss data center and is available on an
application service provider (ASP) basis. It enhances customer
relationship management and advisory capabilities of Broadridge’s STB2
private banking ASP service through the addition of comprehensive
portfolio management, and includes detailed performance analysis and
valuations, portfolio modeling, rebalancing, decision support, and
analysis.
“Broadridge stands out as a leading outsourcing provider with an
exceptional focus on the quality of its support services,” says
Pierre-Yves Sacchi, Managing Director, DeltaConcept.
Broadridge’s STB2 Bureau is a Switzerland-based international
outsourcing solution for private banking and asset management
operations. It provides comprehensive coverage of front- and back-office
operational and reporting requirements.
“We are committed to providing our customers and prospects with services
and solutions that are complementary, fully integrated, and
operational,” says Manuel Gonzalez, Managing Director,
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