Acquisition Synergy Position Serve Me! Suite as a compatible back-office layer for wealth management platforms and fiduciary compliance, leveraging the Broadridge acquisition history to open joint selling and integration opportunities.

Mid-Market Target Target mid-market broker-dealers seeking an end-to-end front and back-office solution that unifies POS, books and records, supervision and compliance, commissions, finance, and reporting.

Compliance Focus Capitalize on built-in compliance and supervision features to win firms facing fiduciary rule requirements, with a clear ROI in risk management, auditability, and regulatory reporting.

Data-Centric Offering Promote Central Infomart and unified reporting as a data-centric differentiator enabling advanced analytics, regulatory reporting, and streamlined information governance for brokers and RIAs.

NYC Advantage Leverage New York City presence to accelerate go-to-market with regional broker-dealers, RIAs, and custodians through local partnerships, events, and finance industry networks.