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.

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