News Details

Broadridge Launches Aspire(R) Suite of Applications for Enhanced Desktop Productivity

July 16, 2009

LAKE SUCCESS, N.Y.--(BUSINESS WIRE)-- Broadridge Financial Solutions, Inc. (NYSE: BR), a leading global provider of technology-based outsourcing solutions, announced the launch of Aspire, its full suite of desktop productivity solutions for broker-dealers and investment advisors.

The Aspire suite of applications supports the full scope of investment servicing needs as well as key broker capabilities. The suite includes five modules for broker-dealers and investment advisors and includes solutions for performance reporting, portfolio accounting, key broker capabilities, wealth planning tools and an investor self-service portal. The comprehensive solution suite can be integrated with any back-office, the modules may be used independently or in conjunction with each other, for added power and efficiency. The suite enables broker-dealers and investment advisors to strengthen customer relationships and increase assets under management. The suite's open architecture helps firms reduce costs and operate more efficiently.

The suite is comprised of the following five modules:

    --  Aspire Investor a customer portal with account information that allows
        the investor full access to their portfolio and on-line trading
    --  Aspire Broker provides trade order entry for equities, listed options
        and portfolio accounting
    --  Aspire Portfolio Accounting provides real-time tax-lot accounting
        including the cost-basis reporting needed to help firms manage
        regulatory compliance
    --  Aspire Performance Reporting provides enterprise-wide oversight of
        account performance
    --  Aspire Wealth Management, provides intuitive portfolio planning and
        construction tools for advisors, enabling them to provide a high net
        worth customer experience to all of their clients

Aspire offers brokerage firms significant benefits, including the:

    --  ability to quickly, efficiently and accurately reconcile significant
        volumes of data across large numbers of accounts
    --  advantage of a highly-scalable solution that allows advisors to extend
        exclusive services such as proposal generation and portfolio management
        to all clients
    --  assurance of staying abreast of regulatory requirements, Aspire
        Portfolio Accounting provides all the cost-basis tracking and reporting
        required, beginning in 2011, by the Emergency Economic Stabilization Act
        of 2008
    --  power to enter and grow new lines of revenue; create new product and
        service offerings, trade, report and strategize across multiple
        currencies in the global market

"We are very excited to introduce our comprehensive Aspire suite to the marketplace. Aspire reflects our mission to deliver powerful, state-of-the-art investment servicing tools that enable firms to streamline their operations and compete more effectively in today's market," said Rob Enz, General Manager and Senior Vice President, Securities Processing Solutions-SIS, U.S., Broadridge. "Aspire provides all of the IT technology and support that broker-dealers and investment advisors need to offer real-time, on-demand account information, transaction processing, tax-lot accounting, reporting and reconciliation for all of their clients at an unmatched value and scale. With this solution, we believe we've developed a vital desktop productivity solution."

About Broadridge

Broadridge Financial Solutions, Inc., with over $2.2 billion in revenues in fiscal year 2008 and more than 40 years of experience, is a leading global provider of technology-based outsourcing solutions to the financial services industry. Our systems and services include investor communication, securities processing, and clearing and outsourcing solutions. We offer advanced, integrated systems and services that are dependable, scalable and cost-efficient. Our systems help reduce the need for clients to make significant capital investments in operations infrastructure, thereby allowing them to increase their focus on core business activities. For more information about Broadridge, please visit www.broadridge.com.

    Source: Broadridge Financial Solutions, Inc.