BROADRIDGE, DELTACONCEPT TEAM ON PORTFOLIO MANAGEMENT SOLUTION IN SWITZERLAND

 

Posted August 26, 2009

 

LAKE SUCCESS, N.Y. -- Broadridge Financial Solutions Inc. (NYSE: BR) has allied with DeltaConcept, a portfolio management solutions provider, to launch a Switzerland-based front-to-back integrated solution for private banks.

 

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, Broadridge, Switzerland. “Our clients benefit from the ability to outsource a more comprehensive range of their processing requirements through a single supplier.”

 

   
     

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