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Broadridge’s Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation

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The collaboration enables independent advisors to deliver holistic advisory services across the full balance sheet with integrated SBL capabilities to see the borrowing power for portfolios.

NEW YORK, Sept. 15, 2024 /PRNewswire/ — Global fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) announces the securities-based lending (SBL) tools in its Wealth Lending Network (WLN) marketplace are now integrated in Morningstar Advisor Workstation. Extending beyond Workstation’s core research, investment planning, and portfolio analysis capabilities, independent advisors now have seamless access to lending solutions that help them support broader client financial goals.

The integration offers financial advisors the ability to determine their clients’ SBL borrowing potential and connect with WLN partner banks to support their clients’ lending needs. Advisor Workstation’s U.S. footprint of more than 150,000 advisors will now be offered the opportunity to seamlessly connect to SBL services from Broadridge through their single sign on, as well as to access Broadridge’s advanced predictive prospecting, sales and educational capabilities via the Wealth Lending Network platform.

“Today’s advisors recognize the importance of offering expanded services to add value for their clients. As highlighted in Morningstar’s 2024 Voice of the Advisor Survey, advisors who offered a broader range of services were more confident in their ability to support their client with meaningful financial plans” said Vimal Vel, chief product officer for Enterprise Solutions at Morningstar. “Our collaboration with Broadridge equips advisors with a tool for advanced lending options, enabling them to provide a more comprehensive suite of services and elevate the industry standard for the value advisors offer clients.”

“Our mission at Broadridge is to provide trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow,” said Mike Alexander, President of Broadridge Wealth Management. “This collaboration helps advisors respond to the growing demand for flexible, simplified, and integrated financial solutions, including borrowing against their securities portfolio, allowing them to better align with their clients’ evolving goals, and provide expanded service offerings that strengthen their client relationships.”

The WLN enables wealth managers of all sizes to offer SBL services to their clients using Broadridge’s end-to-end, fully digitized SBL technology platform. It extends current lending models, enabling financial institutions to offer SBL to clients on a turnkey basis. Serving RIAs, independent broker-dealers, non-bank affiliated broker dealers, and wealth management firms, the WLN will allow advisors using the Morningstar Advisor Workstation to retain AUM when client liquidity needs arise, reduce competitive risk from wire houses and banks, and offer holistic advice to their clients.

Clients of financial advisors using WLN and Morningstar Advisor Workstation are expected to directly benefit from having an alternative to liquidating investment portfolios. This can help them to preserve their investment strategy, avoid triggering potential capital gains taxes associated with selling investments, and enjoy the convenience of a single provider for both assets and liabilities. They also gain the flexibility of an evergreen credit facility for ongoing financial needs.

About Broadridge

Broadridge Financial Solutions (NYSE: BR), is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms underpin the daily trading of more than $10 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries. For more information about us, please visit www.broadridge.com.

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $316 billion in AUMA as of June 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on X (formerly known as Twitter) @MorningstarInc.

Media Contacts:

Broadridge:
Matthew Luongo
Prosek Partners
+1 646-818-9279
mluongo@prosek.com

Morningstar:
Michael Claussen
+1 312 696-6037
newsroom@morningstar.com

 

View original content:https://www.prnewswire.com/news-releases/broadridges-securities-based-lending-capabilities-and-wealth-lending-network-now-integrated-with-morningstar-advisor-workstation-302248260.html

SOURCE Broadridge Financial Solutions, Inc.

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Call out – Optimize’s glass-box approach provides greater insight to explainable property-specific settings, controls, and demand. Spherexx® Expands Optimize Revenue Management with CoPilot Predictive Simulation and Strategic Governance

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New internal coaching and simulation capabilities expand predictive insight, strategic governance and user control

TULSA, Okla., Oct. 28, 2026 /PRNewswire/ — Spherexx announced the addition of CoPilot to Optimize, its neural-driven multifamily revenue management platform. CoPilot expands Optimize’s strategic governance capabilities with explainable visibility into how recommendations are developed, how operating controls influence outcomes, and how adjustments may affect future performance.

Optimize’s glass-box approach to revenue management gives greater insight into why leasing rates are recommended.

Designed to strengthen Optimize’s glass-box approach to revenue management, CoPilot provides revenue managers with greater insight into why each leasing rate is recommended based on explainable property-specific settings, controls, and demand. Users can evaluate potential adjustments while maintaining direct human oversight, decision authority, and accountability. This methodology also applies to lease-up construction apartments where previous data is nonexistent, Optimize formulated Its neural network to identify occupancy growth patterns based on lease-up data and certificates of occupancy since 2013; becoming the first revenue management platform to successfully target and exceed construction proforma expectations.

A robust, layered simulator allows revenue managers to model the potential impact of changes before implementation, helping teams understand how adaptive controls may influence future results. For each unit type, users can elect to maintain the current published leasing price, accept Optimize’s recommended leasing price, or hold a price from an earlier date. Additionally, Optimize provides a concession simulation against public comparables to reveal how the cost of recurring or one-time concessions will affect actual new lease pricing.

CoPilot consolidates these decisions within a central workspace where users can review available leasing prices by status, existing rates, recommendations, explanations for changes, and the history of prior decisions. Revenue managers can adjust directly within the workflow, while embedded training video segments provide task-specific guidance throughout the platform.

Optimize continuously incorporates client’s property data through property management software integrations, along with client-selected settings for additional intelligence providers.

Forward-looking intelligence provides revenue managers with an expanded view of asset performance. Optimize displays the property’s known upcoming performance based on scheduled expirations, notices to vacate, and future lease data. Based on this information and historical performance, Optimize forecasts future occupancy, projected renewals, and potential new move-ins three months beyond the max lease term the property offers, i.e. a twelve-month lease will forecast a 15-month horizon. Market positioning based on public-comparable data can be reviewed for rent, vacancy, concessions and leasing velocity daily, weekly, or across a custom period.

CoPilot also extends governance capabilities for affordable and rent-controlled floor plans and units, enabling additional controls for fixed maximums, lease terms, and other applicable operating parameters

“We created Optimize as one of the early neural-intelligent revenue management platforms, and its intelligence has continued to evolve,” said Becca Wilson, Owner and CEO of Spherexx. “Our original vision remains the same: give clients pertinent, accurate and accessible intelligence they can understand, evaluate, and govern. CoPilot advances that vision by allowing revenue managers to see not only what Optimize recommends, but why it recommends it, explore the potential impact of their decisions, and remain firmly in control of the outcome.”

CoPilot builds upon Optimize’s established approach to transparent revenue management by combining predictive intelligence, adaptive controls, and strategic governance within a single decision environment.

About Spherexx.com®

Spherexx.com®: Redefining Real Estate Technology

Spherexx.com® continues to lead with cutting-edge predictive, generative, agentic, AI across a suite of software solutions, setting industry benchmarks for innovation.

With over two decades of experience, Spherexx.com® delivers top-tier Software as a Service (SaaS) internet-based software, data analytics, and marketing solutions to clients across the US and Canada. Spherexx expertise spans multifamily, single-family, affordable, senior, rent control, self-storage, and manufactured housing.

Spherexx technology stack streamlines operation and enhances brand experiences for clients, and their residents, and investors. Our technology stack includes:

Website CMS/Inline EditorSEM/GEO/AEO/LLM/PPCILS SyndicationCommission & Bonus ManagementBI DashboardsCRM + AI AgentWebsite Chat & Voice AIComparable AnalyticsRevenue ManagementInteractive Site PlansTouchscreen Leasing KiosksCustom Programming

Spherexx.com® is the authoritative trusted source for innovation and transformation in real estate technology. Visit www.spherexx.com to explore the future of PropTech.

News@spherexx.com

866.491.7500

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SOURCE Spherexx

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Empowering Malaysia’s Digital Future: AWS and Elitery Celebrate Grand Finale of AWS CendekiAwan

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20 Finalist Teams from Four Top Malaysian Universities Reach the Grand Finale of AWS CendekiAwan

KUALA LUMPUR, Malaysia, Nov. 4, 2026 /PRNewswire/ — Amazon Web Services (AWS) and Elitery recently celebrated the Grand Finale of AWS CendekiAwan at Universiti Malaya (UM).

The event brings together 20 student finalist teams from four top Malaysian universities to pitch cutting-edge Generative AI solutions powered by Amazon Bedrock, tackling critical societal and enterprise challenges. Competing across five categories, the finalists will demonstrate how AI can be applied to address real-world challenges across education, healthcare, sustainability, financial inclusion, government technology, and social impact.

The CendekiAwan Malaysia program is a collaborative digital talent initiative by AWS and Elitery designed to bridge academic learning with practical industry requirements. Moving beyond theoretical AI concepts, the hands-on curriculum equipped participants from tech and non-tech backgrounds with practical skills in cloud computing, application development, and Generative AI.

Beginning at Asia Pacific University of Technology & Innovation (APU), the initiative expanded through self-learning, hands-on workshops, and showcase sessions across Multimedia University (MMU), Nilai University, and Universiti Malaya (UM). Utilizing AWS developer tools including PartyRock, Kiro, and Amazon Bedrock, students built functional prototypes from scratch. The program encouraged students to move beyond learning AI concepts and gain practical experience developing technology-driven solutions for real-world needs.

“CendekiAwan reflects our belief that AI should be built and deployed by hands and minds like these students to solve real challenges facing communities across Malaysia,” said Daniel Zhang, Regional Data Center Operations Leader Malaysia, AWS. “Together with Elitery and our partner universities, we are proud to see these students turn skills in Kiro and Amazon Bedrock into practical solutions for education, healthcare, sustainability, financial inclusion and public services.”

The showcase brings together key decision-makers across government, higher education, and industry, including representatives from Dewan Bandaraya Kuala Lumpur (DBKL). Beyond the competition, the event underscores Elitery and AWS’s shared commitment to building a resilient, future-ready AI workforce across Southeast Asia. “The CendekiAwan training programme supports Kuala Lumpur’s vision of ‘A Prosperous City for All by 2030’ by investing in talent development, strengthening capabilities, and fostering knowledge exchange. Through sustained training and collaboration, the programme seeks to contribute to a more dynamic, inclusive, and future-ready Kuala Lumpur, in line with DBKL’s commitment to the city’s socioeconomic progress and well-being,” said Ts. Kamariah binti Kamarudin, Representative of DBKL.

Representing Elitery, President Director Kresna Adiprawira said, “Through CendekiAwan, we help students move beyond learning AI concepts to building practical applications that address real-world challenges. We are proud to see their ideas turn into meaningful innovations and help shape the next generation of digital talent.”

Finalists showcase projects across five categories:

Smart Education: Enhancing learning and accessibility.Digital Health: Improving healthcare and wellbeing.Sustainable Environment & Climate: Advancing sustainability and climate resilience.Financial Inclusion & SME: Supporting business growth and financial access.GovTech & Social Impact: Improving public services and community inclusion.

Through these categories, students demonstrate how Generative AI can translate into practical applications that address challenges faced by communities, institutions, businesses, and society.

“The development process was seamless thanks to the comprehensive technology provided by AWS. For students looking to build AI-powered solutions, the most vital factor is the core idea focus on solving real-world problems.” Dewan AI — Winner, GovTech & Social Impact, Multimedia University (MMU).

As Generative AI transforms industries, CendekiAwan equips students with practical skills and innovation capabilities to develop impactful, real-world solutions through collaboration between AWS, Elitery, and Malaysian universities.

CendekiAwan Malaysia is an AWS and Elitery initiative with partner universities, equipping students from four Malaysian universities with practical cloud computing and Generative AI skills through hands-on learning, culminating in 20 finalist teams competing across five categories using Amazon Bedrock.

PT Data Sinergitama Jaya Tbk  (Elitery, IDX: ELIT)  is an Indonesian publicly listed technology company specializing in IT Managed Services, AI, and cloud solutions, serving over 200 customers across three countries. In 2026, Elitery earned the AWS Migration Competency Designation.

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SOURCE Elitery

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Small Joys, Big Market: Products That Spark Joy Take the Spotlight at 140th Canton Fair

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GUANGZHOU, China, Nov. 3, 2026 /PRNewswire/ — As emotional value becomes a key consumption driver, consumers are increasingly willing to pay for fun, companionship and peace of mind, offering an everyday interpretation of what “Better Life” truly means. This trend was on display throughout Phase 3 of the 140th Canton Fair.

Small Products, Big Feelings

In the Office Supplies Section, beyond traditional business supplies, vibrant products are capturing attention. Pens are expected to be visually appealing while staplers are designed to be cute as well as functional. Products that provide a burst of pleasure are gaining popularity.

3D stickers have emerged as a favorite among journaling enthusiasts. These stickers double as puzzles, requiring no glue and allowing users to assemble them for fun, turning decorations into interactive toys.

In the Toys Section, bag charms in various designs are ubiquitous. Meanwhile, animal-shaped sofa cushions in lazy, prone poses offer a healing touch. Filled with eco-friendly weighted glass beads, they provide a gentle hugging sensation, offering comfort and relaxation.

Emotional Comfort Across Categories

Emotional comfort was equally evident in products designed for children and pets.

A duck-shaped toy created for infants and toddlers aged 6 to 36 months attracted interest from overseas buyers. Simulating the movements of a real duck through head-turning and waddling motions alongside lights, sounds and voice guidance, the toy supports crawling, early learning and emotional comfort. Educational and bedtime-soothing modes offer music, stories, nursery rhymes and bilingual content, helping nurture development and providing a sense of security.

Meanwhile, the Pet Products and Food Section demonstrated how emotional needs also extend to animal companions. From creatively designed cat climbing structures to interactive automatic toys, exhibitors presented products aimed at enriching pets’ daily lives and strengthening the bond between pets and their owners.

As consumers increasingly seek products that deliver emotional as well as practical benefits, Phase 3 of the 140th Canton Fair offers a glimpse into evolving lifestyles and expectations. The message behind “Better Life” is clear: better living is no longer defined solely by utility, but by products that bring comfort, connection and joy.

For more convenient attendance, please click here for pre-registration:

https://buyer.cantonfair.org.cn/register/buyer/email?source_type=16

View original content to download multimedia:https://www.prnewswire.com/news-releases/small-joys-big-market-products-that-spark-joy-take-the-spotlight-at-140th-canton-fair-302927549.html

SOURCE Canton Fair

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