NEW YORK — July 16, 2026
Executive Summary
Broadridge Financial Solutions, Inc. has released findings from its inaugural Tokenization Pulse Survey, indicating that tokenization has become a strategic focus across the financial services sector. The research shows growing investment plans, widespread expectations that digital and traditional assets will coexist, and increasing preference for hybrid market infrastructure. Survey respondents also expect tokenization to influence financial products, operational workflows, and market infrastructure over the coming years.
Announcement Overview
Broadridge’s latest industry survey highlights a shift from evaluating tokenization to planning practical implementation across financial services. The study, conducted among senior decision-makers in the United States and Canada, found that organizations increasingly regard tokenization as an important business priority while preparing for operating environments that combine traditional financial infrastructure with digital assets. The findings also point to continued investment, varied adoption across industry segments, and growing attention to governance, operational resilience, and scalable digital asset infrastructure.
Key Announcement Details
- Announcement Type: Industry Survey Report
- Organization: Broadridge Financial Solutions, Inc. (NYSE: BR)
- Announcement Date: July 16, 2026
- Survey Name: Broadridge Tokenization Pulse Survey
- Primary Focus: Strategic adoption of tokenization across the financial services industry
- Geographic Scope: United States and Canada
- Survey Conducted By: Phronesis Partners
- Survey Participants: 200 senior decision-makers
- Industry Segments Surveyed: Wealth management, asset management, capital markets, and digital asset firms
- Key Finding: 84% of firms consider tokenization strategically important
- Market Outlook: 68% expect tokenization to partially reshape financial markets within three to five years
- Infrastructure Strategy: 69% plan to adopt hybrid infrastructure rather than separate systems
- Digital Asset Outlook: 92% expect traditional and digital assets to coexist for the foreseeable future
- Investment Trend: Nearly one-third plan to increase tokenization investment by 26% to 50% or more over the next two years
- Leading Adoption Area: Capital markets firms are leading implementation efforts
- Early Adoption Expectation: 80% expect tokenized mutual funds and money market funds to play a meaningful role within five years
- Demand Drivers: Market infrastructure developments and institutional demand are key factors influencing adoption
- Tokenization Solutions Highlighted: On-chain proxy voting, governance, digital asset infrastructure, post-trade capabilities, wallets, custody, and tokenized securities support
- DLR Platform: Distributed Ledger Repo (DLR) tokenizes more than $365 billion in real assets daily, according to Broadridge
- Report Availability: Full survey report available from Broadridge
Broadridge Releases Inaugural Tokenization Pulse Survey
Broadridge Financial Solutions announced the publication of its first Broadridge Tokenization Pulse Survey, presenting perspectives from financial industry leaders regarding the current state and future direction of tokenization.
According to the company, the research reflects a transition from early exploration toward practical implementation strategies as firms evaluate how tokenization may influence business operations and financial market infrastructure.
The survey examines views from organizations operating across several areas of financial services, including:
- Wealth management
- Asset management
- Capital markets
- Digital asset firms
Survey Findings
The research identified several trends regarding strategic priorities and investment expectations.
Among the reported findings:
- 84% of respondents said tokenization is strategically important to their organization.
- 68% believe tokenization will partially reshape financial markets within the next three to five years.
- 69% plan to modernize existing infrastructure through hybrid operating models instead of creating entirely separate environments.
- 92% expect digital assets and traditional financial assets to continue operating alongside one another for the foreseeable future.
- Nearly one-third anticipate increasing tokenization investment by 26% to 50% or more during the next two years.
According to Broadridge, these responses indicate continued organizational planning around digital asset capabilities while maintaining integration with established financial infrastructure.
Industry Adoption Continues to Progress
The report notes that implementation efforts are advancing at different speeds across segments of the financial services industry.
According to the findings:
- Capital markets firms are currently leading implementation initiatives.
- Asset managers continue expanding operational capabilities.
- Wealth managers are evaluating future operating models alongside ongoing capability development.
The survey suggests that adoption is progressing according to each organization’s operational priorities and market requirements rather than following a single industry timeline.
Public Funds Among Areas of Expected Early Adoption
The survey also explored expectations surrounding specific asset classes.
Respondents identified public market funds as one of the areas expected to see comparatively stronger tokenization activity over the next several years.
Survey responses indicated:
- 80% expect tokenized mutual funds and money market funds to play a meaningful role within five years.
- Approximately half of respondents expect equities to experience meaningful tokenization during the same period.
The findings illustrate varying expectations across different financial products as organizations continue evaluating practical implementation opportunities.
Market Infrastructure Remains a Major Driver
According to the report, infrastructure development continues to influence organizational planning.
Among capital markets firms:
- 22% identified market infrastructure developments as a leading source of urgency.
- 22% cited institutional demand at a comparable level.
Among asset managers:
- 28% identified market infrastructure developments as the primary driver.
- 25% pointed to broader market momentum.
Broadridge stated that demand appears to be developing most rapidly where tokenization can deliver practical operational benefits and measurable market utility.
Company Commentary
German Soto Sanchez, Co-President of Digital Assets at Broadridge, and Mark Nichols, Co-President of Digital Assets at Broadridge, said:
“Across the industry, there is clear recognition that tokenization has the potential to reshape how assets are issued, traded, financed, and serviced.”
They added:
“These survey results underscore both the opportunities and challenges firms face as they seek to connect digital and traditional assets, support governance and controls, and build markets that are efficient, resilient, and trusted.”
Methodology
Broadridge commissioned Phronesis Partners to conduct the research.
According to the company:
- 200 senior decision-makers participated.
- Respondents represented:
- Wealth management firms
- Asset management firms
- Capital markets firms
- Digital asset firms
- Participants were located across the United States and Canada.
About Broadridge’s Tokenization Solutions
Broadridge stated that its digital asset capabilities support governance, infrastructure, post-trade operations, wallets, custody services, and tokenized securities across multiple operating models.
According to the company, its governance platform supports:
- Issuer-listed tokenized securities
- Synthetic securities issued outside the United States
- Third-party tokenized shares within the United States
Broadridge stated that these capabilities are intended to help maintain investor rights and governance regardless of asset structure.
The company also highlighted its Distributed Ledger Repo (DLR) platform, describing it as the world’s largest institutional platform for settling tokenized real assets. According to Broadridge, the platform tokenizes more than $365 billion in real assets each day while supporting institutions operating across both traditional and digital financial ecosystems.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global financial technology company providing technology platforms and operational services to the financial services industry. The company supports investing, governance, communications, and operational infrastructure for financial institutions worldwide. According to Broadridge, its platforms process more than 7 billion communications annually and support the daily trading of more than $15 trillion in securities globally. The company employs more than 15,000 associates across 21 countries and is a constituent of the S&P 500 Index.
Media Contact
For additional information, visit broadridge.com.
Source Attribution
Source: Company announcement
