#United States #New York #Broadridge #Asset Management #CENTRL

Broadridge's Strategic Partnership with CENTRL

On April 20, 2026, Broadridge Financial Solutions, Inc. announced a significant partnership and minority investment in CENTRL, a company recognized for its AI-driven due diligence solutions. This collaboration is set to enhance Broadridge’s extensive suite of data and analytics services aimed at the asset management and retirement advisory sectors.

Broadridge, a notable player in the fintech realm, aims to leverage CENTRL's innovative technology to modernize processes associated with counterparty due diligence and request-for-proposal (RFP) workflows. According to Dan Cwenar, President of Data-Driven Fund Solutions at Broadridge, this partnership marks a pivotal point in enriching their AI capabilities and amplifying the value provided to clients. The synergy between Broadridge's established industry relationships and CENTRL's cutting-edge technology is expected to facilitate more efficient due diligence and RFP response processes, thereby improving operational efficiency and asset accumulation.

The financial services sector faces various challenges, including increasing regulatory scrutiny and cumbersome, repetitive due diligence requests. By merging Broadridge’s trusted data with CENTRL’s AI-driven platform, both firms can significantly reduce manual processes, enhance accuracy, and create stronger regulatory audit trails. Sanjeev Dheer, CEO and Founder of CENTRL, emphasizes the collaboration's potential to automate complex and resource-intensive operations, allowing firms to transition from laborious manual procedures to streamlined, intelligent workflows.

As part of this partnership, Broadridge will incorporate CENTRL's sophisticated workflow and automation capabilities into its existing services. This initiative includes a significant modernization of Broadridge’s Fi360 RFP Director and the integration of Broadridge’s extensive data resources into CENTRL’s unique workflows. These changes will revolutionize how asset managers, retirement advisors, and recordkeepers handle due diligence, improving their ability to manage data efficiently and enhance compliance workflows.

Broadridge's commitment to transforming complex data into actionable insights is further bolstered by this partnership, which aims to provide a seamless integration of data, workflows, and automation strategies. This integration enhances decision-making processes for clients, facilitating improvements in counterparty oversight and RFP efficiencies. Furthermore, clients will benefit from access to CENTRL's advanced management and response tools, which are designed to optimize due diligence and fund oversight workflows.

Broadridge is well-established in the financial technology landscape, processing over 7 billion communications annually and supporting an average trading volume exceeding $15 trillion in securities on a global scale. The integration of CENTRL's due diligence capabilities extends Broadridge’s overarching goal of fostering innovation and operational resilience in financial services.

Overall, this strategic alliance with CENTRL places Broadridge at the forefront of a crucial technological transformation in the financial sector, promising not only to enhance their product offerings but also to ultimately improve the client experience through more robust, efficient, and compliant solutions. This is a significant step toward leveraging technology to tackle some of the most pressing challenges faced in asset management today.