Broadridge Consolidates Retirement Solutions Offerings Under Unified Name: Broadridge Retirement and Workplace

May 22, 2023

NEW YORK, May 22, 2023 – Broadridge Financial Solutions (NYSE: BR), a global Fintech leader, today announced that it is bringing its retirement and workplace services together under one unified name: Broadridge Retirement and Workplace.

The new naming combines Matrix Financial Solutions and Fi360 Solutions under a single name, allowing clients to align effectively with products and services that enhance their offerings. Broadridge first expanded its fintech workplace solutions for the industry in 2011 when it acquired Matrix Financial Solutions, followed by acquiring certain trust assets from Wilmington Trust, the retirement plan assets of TD Ameritrade Trust Company, and Fi360’s fiduciary-focused software, education, business intelligence and analytics.

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