About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Broadridge and DeltaConcept Announce Strategic Alliance

Subscribe to our newsletter

Broadridge Financial Solutions has formed an alliance with DeltaConcept sàrl. DeltaConcept, a global provider of integrated portfolio management solutions for financial institutions, and Broadridge have launched a Switzerland-based strategic alliance to offer a front to back integrated solution for private banks.

The alliance enables Broadridge to offer enhanced portfolio management functionality to private banks and asset managers. DeltaConcept’s Equalizer, a front office portfolio management software service, is hosted by Broadridge’s Swiss data centre and is available on an ASP basis. It enhances the CRM and advisory capabilities of Broadridge’s STB2 private banking ASP service through the addition of comprehensive portfolio management, and includes detailed performance analysis and valuations, portfolio modelling, rebalancing, decision support, and analysis.

Broadridge’s STB2 Bureau is a Switzerland-based international outsourcing solution for private banking and asset management operations. It provides comprehensive coverage of front and back office operational and reporting requirements.

Manuel Gonzalez, managing director, Broadridge, Switzerland, says: “We are committed to providing our customers and prospects with services and solutions that are complementary, fully integrated, and operational. Our clients benefit from the ability to outsource a more comprehensive range of their processing requirements through a single supplier.”

“We’re delighted to have formed an alliance with Broadridge’s Switzerland-based operation,” says Pierre-Yves Sacchi, managing director, DeltaConcept. “Broadridge stands out as a leading outsourcing provider with an exceptional focus on the quality of its support services,” he continues.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Best practice approaches to data management for regulatory reporting

Effective regulatory reporting requires firms to manage vast amounts of data across multiple systems, regions, and regulatory jurisdictions. With increasing scrutiny from regulators and the rising complexity of financial instruments, the need for a streamlined and strategic approach to data management has never been greater. Financial institutions must ensure accuracy, consistency, and timeliness in their...

BLOG

November 2025 Deadline for ISO 20022: Are We Ready?

Global payment networks are undergoing a fundamental transformation as the financial industry transitions to ISO 20022 – a structured messaging standard designed to replace legacy formats and drive interoperability. In capital markets and treasury operations, this shift is most evident in the SWIFT cross-border payments network and high-value systems like the U.S. Fedwire. SWIFT’s Cross-Border...

EVENT

TradingTech Briefing New York

Our TradingTech Briefing in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...