Broadridge Financial Solutions and DeltaConcept, a global provider of portfolio management solutions, have aligned to launch a Switzerland-based platform that provides front-to-back integrated solutions for private banks and asset managers.
Thanks to the alliance, Broadridge will be able to offer enhanced portfolio management functionality to private banks and asset managers. DeltaConcept's front office portfolio management service, called equalizer, enhances Broadridge's CRM and advisory capabilities and offers more detailed performance analysis and valuations, portfolio modeling, rebalancing and analysis.
"We are committed to providing our customers and prospects with services and solutions that are complementary, fully integrated and operational," said Manuel Gonzalez, managing director of Broadridge Switzerland. "Our clients benefit from the ability to outsource a more comprehensive range of their processing requirements through a single supplier."