Broadridge Financial Solutions has unveiled a digital-asset platform for Canadian wealth managers that lets firms offer cryptocurrencies and tokenized assets alongside traditional investments. The platform combines trading, custody and asset servicing so digital and conventional holdings can be managed within the same workflows rather than in separate systems.
Designed to support both advisor-led and self-directed client models, the offering provides connectivity to custodians, exchanges and asset managers. It gives wealth firms access to cryptocurrencies and a range of tokenized instruments—including equities, funds and alternative investments—backed by integrated wallets and institutional custody options.
Broadridge says the platform also includes disclosure and governance tools to help wealth managers meet regulatory and compliance requirements across digital-asset activities. The company framed the launch as a response to the integration challenges firms face when adding crypto and tokenized products to their offerings.
Strategic partners for the rollout include Galaxy Digital, which provides wallet infrastructure, and a multi-custody approach that involves Anchorage Digital while remaining interoperable with additional custodians. Broadridge noted its systems already support the tokenization of more than $8 trillion in assets per month, underscoring its existing footprint in digital asset infrastructure.
The launch comes amid broader industry moves to fold crypto into institutional portfolios. SoFi Technologies recently announced a business banking platform intended to manage fiat and crypto transactions in a single regulated system and to support its SoFiUSD stablecoin with integrations such as BitGo, Fireblocks and Mastercard, plus planned blockchain connectivity including Solana. Binance has rolled out a concierge service aimed at institutional clients with onboarding, structured products, credit lines, custody and portfolio analytics.
Other institutional-focused providers include Kraken and Coinbase, while traditional financial firms such as Morgan Stanley and Fidelity have expanded their crypto custody and trading capabilities through dedicated units like Fidelity Digital Assets. These developments reflect growing demand from wealth managers and advisors for familiar, integrated tools to handle digital exposures.
A McKinsey report, “US wealth management in 2035: A transformative decade begins,” forecasts that portfolios will increasingly include digital and tokenized assets and that platform capabilities will evolve to support a broader range of asset classes.
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