Broadridge using OpenFin for PM and trader workspace

Dan Barnes
Eric Bernstein, President of Broadridge Asset Management.

Broadridge Financial is to use OpenFin’s operating system for financial desktops for its new digital workspace solution. The tool is designed to support asset managers using Broadridge’s portfolio and order management system, giving them componentised apps with configurable layouts and more easily used workflows.

Traders and portfolio managers should be able to manage their desktop real estate more efficiently and thereby increase productivity by reducing the effort and time navigating across multiple windows and screens. Notifications will also keep users up to date with relevant information.

“In this ever-evolving digital environment, clients are increasingly looking for flexibility and the ability to adapt their workspaces to meet their unique needs,” said Eric Bernstein, President of Broadridge Asset Management. “OpenFin’s leading system, combined with our open architecture, will eliminate user friction and is another example of how we are setting the industry standard for flexible and adaptable next-gen investment operations.”

Mazy Dar, CEO, OpenFin.

“We’re excited to be a strategic partner with Broadridge, helping clients accelerate and adapt to advanced digital workspace solutions,” said Mazy Dar, CEO of OpenFin. “Providing an adaptable interface customizable to user preferences will help Broadridge’s clients boost productivity and simplify the investment management process.”

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