Broadridge brings digital properties to United States wealth management platforms
Broker- dealerships and RIAs can now provide customers crypto and tokenized securities through a single integrated platform.
Broadridge Financial Solutions has actually broadened its next-generation digital properties platform to U.S. wealth management companies, providing broker-dealers, signed up financial investment advisors, and wealth supervisors a single operating environment to provide customers both cryptocurrencies and tokenized securities along with traditional financial investments.
The New York- based fintech revealed the relocation, structure on a rollout currently underway inCanada The platform is backed at first by 2 environment partners – Anchorage Digital, the only federally chartered digital asset bank in the United States, and Galaxy Digital, an international digital property facilities company.
For numerous consultants, the difficulty with digital properties has actually been the functional intricacy of layering a brand-new property class onto systems developed for equities, set earnings, and shared funds. Broadridge is placing its platform as a service to that issue.
“Digital properties are moving from the margins to the mainstream financial investment discussions for U.S. financiers, consultants and wealth supervisors,” stated Tom Carey, Broadridge’s Global Head of Product andTechnology “Our platform assists companies extend the relied on wealth experience they currently offer to consist of digital properties, while handling the functional intricacy behind the scenes.”
What the platform supports
The platform incorporates with a company’s existing books and records facilities – whether Broadridge’s own systems or third-party equivalents – permitting downstream services such as regulative reporting, tax documents, trade verifications, and customer declarations to operate without disruption.
It supports both advisor-led and self-directed designs and consists of incorporated wallet facilities and institutional-grade custody throughout omnibus and segregated structures.
The platform likewise links to Broadridge’s DLX tokenization facilities, which the business refers to as the world’s biggest institutional platform for settling tokenizedreal assets According to Broadridge, DLX procedures more than $351 billion in tokenized repo deals daily through its Distributed Ledger Repo option.
“Crypto is no longer a side discussion in wealth management, it’s the discussion,” stated Nathan McCauley, CEO and Co-Founder ofAnchorage Digital “As America’s initially federally chartered digital property bank, we’re happy to bring institutional-grade custody and settlement to Broadridge’s platform.”
Timing lines up with rising consultant adoption
The U.S. launch gets to a minute when consultant crypto adoption has actually struck a multi-year high. Approximately 32% of monetary consultants purchased crypto for customer accounts in 2025, up from 22% in 2024, according to the Bitwise/VettaFi 2026 Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets.
Research from 21Shares and FUSE Research Network discovers that while some consultants are actively utilizing digital properties and anticipate to raise allowances, restrictive firm policies and a lack of education continue to limit broader uptake.
“What we’re seeing from monetary consultants isn’t an absence of interest; it’s a requirement for education, especially around how digital properties fit within a fiduciary structure,” stated Mickey Janvier, Head of United States at 21Shares.
Broadridge’s incorporated compliance and governance layer that includes disclosure assistance, retail and institutional proxy ballot, and supervisory workflow tools, is created to resolve precisely those issues. By embedding governance controls straight into the platform, the business is trying to decrease the functional and compliance barriers that have actually kept numerous consultants on the sidelines.
Mike Novogratz, creator and CEO of Galaxy, framed the collaboration in comparable terms. “As an international leader in digital properties, Galaxy is happy to integrate its digital property market facilities and abilities with Broadridge’s developed wealth management platform,” he stated.
What it indicates for consultant practices
For consultants at broker-dealers or RIAs currently operating on Broadridge facilities, the most substantial ramification is functional. Rather than standing a different digital property workflow with its own custody, reporting, and compliance stack, companies can extend their existing environment to consist of crypto and tokenized securities.
The platform supports tokenized real-world properties covering equities, funds, and personal or alternative financial investments, in addition to direct cryptocurrency holdings. That scope makes it pertinent not just for consultants currently fielding crypto concerns, however likewise for those whose customers are beginning to inquire about tokenized funds or on-chain equivalents of properties they currently hold.
Broadridge has actually been gradually broadening its innovation footprint in wealth management. Readers following the firm’s broader push into AI-driven advisor tools at InvestmentNews will acknowledge this digital properties growth as part of a bigger technique to make Broadridge facilities main to the complete consultant workflow. The business’s ongoing investment in platform modernization has actually significantly targeted information aggregation, customer customization, and now property class growth as the main levers for development.
As the digital assets adoption debate within the advice industry continues to fixate firm-level policy and access to reliable tools, platforms that deal with the functional issue are most likely to get the most ground.
