Core Insights - Broadridge Financial Solutions has been recognized as a Leader in the IDC MarketScape for Worldwide Wealth Management Technology Services for Investment Advisors 2025, highlighting its strong capabilities and strategic positioning in the wealth management technology sector [1][2]. Group 1: Company Recognition - The IDC MarketScape evaluated 13 technology providers and placed Broadridge in the Leaders Category for both capabilities and strategy, indicating its comprehensive and integrated wealth management platform [1][2]. - Broadridge's recognition reflects its commitment to advancing wealth management technology and its role as a trusted partner in the North American wealth management industry [2]. Group 2: Platform Capabilities - Broadridge's wealth management platform encompasses a wide range of capabilities, including advisor workflow solutions and post-trade processing, which are essential for modernizing investment advisory businesses [2][5]. - The platform features a modular architecture that allows firms to customize their technology stack, thereby simplifying vendor management and enhancing operational efficiency [2][5]. Group 3: Strategic Innovations - Broadridge has enhanced its wealth management offerings through strategic acquisitions, such as RPM's enterprise wealth system and AdvisorStream's digital engagement tools, which have expanded its platform capabilities [5]. - The company emphasizes the importance of client collaboration in evolving its wealth platform, ensuring that it meets the changing needs of the industry [3][5]. Group 4: Operational Strength - As a large S&P 500 company, Broadridge provides financial stability and extensive industry experience, processing trillions in trades daily, which underscores its reliability as a technology partner [5][8]. - The company processes over 7 billion communications annually and supports an average daily trading volume exceeding $15 trillion, demonstrating its significant operational capacity [8].

Core Insights - Temenos has been recognized as a Leader in the IDC MarketScape for Worldwide Wealth Management Technology Services for Investment Advisors 2025, highlighting its strengths in integrated wealth offerings and compliance expertise [1][2] Company Overview - Temenos provides a comprehensive wealth management solution that integrates all necessary components within a single architecture, allowing for seamless operations between client relationship management and core accounting [3] - The Temenos Wealth platform is noted for its deep portfolio management functionality, global regulatory coverage, and capability to support complex private banking operations at scale [3] Product Features - Temenos Wealth offers an end-to-end solution that encompasses digital banking, customer relationship management, portfolio management, back-office processing, market data management, and analytics [3] - The platform is available for deployment on-premises, in the cloud, or as Software as a Service (SaaS), enabling financial institutions to enhance efficiency and deliver personalized services [4] Market Position - The recognition by IDC reflects Temenos' commitment to innovation and client-centric flexibility, particularly in addressing the evolving demands of wealth managers and regulatory environments [3] - Temenos aims to assist wealth managers in managing intergenerational wealth transfer and targeting mass affluent clients, reinforcing its position in the wealth management technology sector [3]