Tokenized Assets a Key Priority for Financial Services Firms, Broadridge Survey Finds

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Broadridge (NYSE: BR) released results from its inaugural Tokenization Pulse Survey of 200 senior decision-makers at U.S. and Canadian wealth managers, asset managers, capital markets and digital asset firms. The study shows tokenization moving from concept to strategic priority across financial services.

Key findings include: 84% say tokenization is strategically important; 68% expect it will partially reshape markets within three to five years; 69% plan a hybrid infrastructure approach; and 92% expect digital and traditional assets to coexist. Nearly one-third plan to increase tokenization investment by 26%–50% or more over the next two years, with early adoption expected in tokenized mutual funds and money market funds.

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New Tokenization Pulse Survey reveals increasing strategic importance and investment, with firms focused on a hybrid market infrastructure

NEW YORK, July 16, 2026 /PRNewswire/ -- Tokenization is no longer a future-state concept, as financial institutions increasingly view it as a strategic priority and prepare for a future in which digital and traditional assets operate side by side. Broadridge Financial Solutions, Inc. (NYSE: BR) today released findings from its inaugural Broadridge Tokenization Pulse Survey, which reveals that firms are moving beyond exploration and are now focusing on how tokenization will reshape products, workflows, and markets in the years ahead.

Among the survey's key findings:

• 84% of firms say tokenization is strategically important to their organization.
• 68% believe tokenization will partially reshape financial markets within the next three to five years.
• 69% plan to hybridize existing infrastructure rather than build fully separate systems.
• 92% expect digital and traditional assets to coexist for the foreseeable future.
• Nearly one-third plan to increase tokenization investment by 26% to 50% or more over the next two years.

"Across the industry, there is clear recognition that tokenization has the potential to reshape how assets are issued, traded, financed, and serviced," said German Soto Sanchez and Mark Nichols, Co-Presidents of Digital Assets at Broadridge. "These survey results underscore both the opportunities and challenges firms face as they seek to connect digital and traditional assets, support governance and controls, and build markets that are efficient, resilient, and trusted."

The report highlights that adoption is progressing at different stages across the industry. Capital markets firms are leading implementation efforts, while asset managers and wealth managers continue to build capabilities and evaluate operating models. The findings also suggest that public market funds may be among the leading areas of early adoption, with 80% of respondents expecting tokenized mutual funds and money market funds to play a meaningful role within five years. By contrast, expectations for equities are more muted, with only half expecting meaningful tokenization over the same time period.

While enthusiasm is growing, the demand picture remains mixed. Among capital markets firms, market infrastructure developments are viewed as being on par with institutional demand as the top source of urgency (22% each). Asset managers place even greater emphasis on market infrastructure developments (28%), followed by broader market momentum (25%). The findings suggest that demand for tokenization is building most quickly in areas where it can deliver clear utility and tangible market outcomes.

Download the full report and explore all findings, here.

Methodology

Broadridge commissioned Phronesis Partners to conduct this survey. The study surveyed 200 senior decision-makers across wealth management, asset management, capital markets, and digital asset firms in the United States and Canada.

About Broadridge's Tokenization Solutions

Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Broadridge's governance platform serves all models of tokenized securities, including issuer-listed models, synthetic securities issued outside the United States, and third-party tokenized shares within the United States, helping ensure investors receive the same rights and protections regardless of how assets are structured or owned.

Broadridge's Distributed Ledger Repo (DLR) solution is the world's largest institutional platform for settling tokenized real assets, tokenizing approximately over $365 billion a day. As tokenization gains momentum across financial services, Broadridge is meeting the complexity of operating across traditional and digital ecosystems with established scale, critical market knowledge, and technological expertise.

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help 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 per year and underpin the daily trading of more than $15 trillion of 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 about us, please visit www.broadridge.com.

Broadridge Contacts:

Investors: 
broadridgeir@broadridge.com

Media:
Gregg Rosenberg
Global Head of Corporate Communications
Gregg.Rosenberg@broadridge.com

 

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SOURCE Broadridge Financial Solutions, Inc.

FAQ

What did Broadridge (NYSE: BR) find in its July 2026 Tokenization Pulse Survey?

Broadridge found that tokenization is now a strategic priority for most surveyed firms. According to Broadridge, 84% see it as strategically important and 68% expect it to partially reshape financial markets within three to five years, signaling growing institutional commitment.

How important is tokenization for financial institutions according to Broadridge (BR) survey results?

Tokenization is viewed as highly important by most respondents. According to Broadridge, 84% of surveyed firms say tokenization is strategically important, and 92% expect digital and traditional assets to coexist, indicating tokenization is being integrated into long-term business and technology plans.

What infrastructure approach to tokenized assets do firms prefer in the Broadridge (BR) survey?

Most firms favor a hybrid infrastructure rather than separate systems. According to Broadridge, 69% of respondents plan to hybridize existing market infrastructure so digital and traditional assets can operate side by side, reflecting a gradual, integrated transition strategy instead of a wholesale replacement.

How much are firms planning to increase tokenization investment, based on Broadridge’s July 2026 survey?

Investment in tokenization is set to rise meaningfully at many firms. According to Broadridge, nearly one-third of surveyed organizations plan to increase tokenization spending by between 26% and 50% or more over the next two years, highlighting accelerating budget allocation.

Which asset classes are expected to lead tokenization adoption according to the Broadridge (BR) study?

Public market funds are expected to be early leaders in tokenization. According to Broadridge, 80% of respondents expect tokenized mutual funds and money market funds to play a meaningful role within five years, while expectations for tokenized equities are more moderate.

Who participated in the Broadridge Tokenization Pulse Survey released in July 2026?

The survey targeted senior decision-makers across key financial segments. According to Broadridge, 200 senior leaders from wealth management, asset management, capital markets and digital asset firms in the United States and Canada participated, providing a cross-sector view of tokenization priorities.