slug: broadridge provider: broadridge generated_by: planning/capability-mapping/scripts/classify_capabilities.py model: claude-opus-5 frame: - Banking & Capital Markets min_confidence: 0.7 capability_model: source: https://github.com/vincentmakes/turbo-ea-capabilities license: CC-BY-4.0 attribution: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities, CC BY 4.0 notice: NOTICE edge_count: 2 edges: - tag: Performance spec_file: broadridge-performance-api-openapi.yml capability_id: BC-1390.40 capability_id_l1: BC-1390 capability_name: Performance Measurement Management confidence: 0.82 evidence: GET /wealth/v1/accounts/{accountNumber}/performance getAccountPerformance Get account performance; schema AccountPerformance reason: Account performance retrieval for wealth accounts maps to Performance Measurement Management within Wealth Management Operations. - tag: Accounts spec_file: broadridge-accounts-api-openapi.yml capability_id: BC-1390 capability_id_l1: BC-1390 capability_name: Wealth Management Operations Management confidence: 0.72 evidence: GET /wealth/v1/accounts/{accountNumber}/balances getAccountBalances Get account balances — "access to account activity, balances, positions, and transaction data for wealth management platforms" reason: Read-only brokerage account data (accounts, balances) exposed from back-office clearing/custody into wealth front-office. Best fits Wealth Management Operations; no single L2 clearly named (part client reporting, part custody data access), so L1 only.