Everest Group Names Broadridge BPO as a Leader in 2025 Capital Markets Operations Services PEAK Matrix® Assessment

Rhea-AI Summary

Broadridge Financial Solutions (NYSE:BR) has been named a Leader in the 2025 Capital Markets Operations Services PEAK Matrix® Assessment by Everest Group. The recognition highlights Broadridge's technology-first approach in capital markets operations, particularly noting their innovations like OpsGPT and modular control dashboards.

The assessment evaluated 22 leading providers of capital markets operations services, with Broadridge standing out for its enterprise-grade operations portfolio, mature proprietary platforms, and strong global delivery network. The company's BPO solutions are particularly relevant as markets prepare for T+1 settlement implementation across various regions and upcoming US treasury central clearing requirements.

Positive

• Recognition as a Leader in capital markets operations by independent research firm Everest Group
• Strong adoption across global financial hubs with scaled delivery footprint
• Successful expansion of buy-side and sell-side footprint while maintaining consistent delivery
• Strategic positioning for upcoming market changes including T+1 settlement and US treasury central clearing

Negative

• None.

News Market Reaction

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-0.89% News Effect

On the day this news was published, BR declined 0.89%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Leaders recognition highlights Broadridge's successful accelerated strategy to invest in technology and innovation to drive business value for its BPO clients across capital markets, wealth and asset management

NEW YORK, Sept. 15, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced its recognition as a Leader in capital markets operations by independent research firm Everest Group in its 2025 Capital Markets Operations Services PEAK Matrix® Assessment.

"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. Its execution maturity and technology-led financial services BPO have earned it both Leader and Star Performer recognition in Everest Group's Capital Markets Operations PEAK Matrix® Assessment 2025."

"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." 

In this report, Everest Group evaluated the global market activity and investments of 22 leading providers delivering capital markets operations services within the BFS industry, using data from calendar year 2025. Assessments included interactions with clients, reference checks, and ongoing market analysis. Leading firms demonstrated:

• Enterprise-grade capital markets operations portfolios, spanning pre-trade, trade, and post-trade processes with depth across buy-side, sell-side, and infrastructure clients.
• Mature proprietary platforms, generative AI-native toolkits, and scaled managed services to deliver transformation-led engagements across onboarding, reconciliation, fund accounting, regulatory reporting, and more.
• Strong adoption across global financial hubs, scaled delivery footprint, and market-leading BPaaS innovation and commercial model evolution.
• Multi-tower outsourcing, platform integration, and full-life cycle operating model redesigns.

On the buy-side, Broadridge's strategic technology and operations service bundle Broadridge's Portfolio Master and Sentry technology capabilities together enabling global asset managers and hedge funds to mutualize cost, optimize operations, and drive continuous innovation and digital transformation front-to-back.

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 Business Process Outsourcing solution is designed to meet these needs head–on, combining deep domain expertise, advanced technology capabilities, and a flexible, open ecosystem that integrates seamlessly with client and third–party platforms. Broadridge enables firms to strengthen resilience, streamline workflows across the trade lifecycle, and confidently adapt to regulatory and market change while unlocking efficiencies that fuel future growth.

Disclaimer

Licensed extracts taken from Everest Group's PEAK Matrix^® Reports, may be used by licensed third parties for use in their own marketing and promotional activities and collateral. Selected extracts from Everest Group's PEAK Matrix^® reports do not necessarily provide the full context of our research and analysis. All research and analysis conducted by Everest Group's analysts and included in Everest Group's PEAK Matrix^® reports is independent and no organization has paid a fee to be featured or to influence their ranking. To access the complete research and to learn more about our methodology, please visit Everest Group PEAK Matrix^® Reports.

About Everest Group
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.  

About Broadridge
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.

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work^®, Broadridge is part of the S&P 500^® Index, employing over 15,000 associates in 21 countries.

For more information, please visit www.broadridge.com.

Broadridge Contacts:

Investor Relations
broadridgeir@broadridge.com  

Media Relations
Gregg.rosenberg@broadridge.com 

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SOURCE Broadridge Financial Solutions, Inc.

FAQ

What recognition did Broadridge (NYSE:BR) receive in the 2025 Everest Group assessment?

Broadridge was named a Leader in the 2025 Capital Markets Operations Services PEAK Matrix® Assessment by Everest Group, recognized for its technology innovation and comprehensive service delivery model.

How many providers were evaluated in the 2025 Everest Group Capital Markets assessment?

Everest Group evaluated 22 leading providers delivering capital markets operations services within the BFS industry.

What key innovations contributed to Broadridge's leadership position?

Broadridge's leadership position was strengthened by innovations such as OpsGPT, modular control dashboards, and their technology-first approach to business process outsourcing.

What upcoming market changes is Broadridge prepared to address?

Broadridge is positioned to help firms adapt to T+1 settlement implementation in the UK, EU, and Asia, US treasury central clearing requirements, and extended trading hours in the US.

What services does Broadridge's Portfolio Master and Sentry technology offer?

These technologies provide global asset managers and hedge funds with strategic technology and operations services to reduce costs, optimize operations, and drive digital transformation front-to-back.