Total Products under this Category: 853
Last updated: October 01, 2026
Why You Can Trust G2's Software Rankings:
G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.
Highlighted products: SAP Multi-Bank Connectivity, LexisNexis RiskView, TaxGPT, Square Banking, Checkpoint, BBVA Payments API, Joist, and BBVA Customer API.
Underlying data: [Grid® JSON](https://www.g2.com/categories/other-finance/grids.json?focus%5B%5D=sap-multi-bank-connectivity&focus%5B%5D=lexisnexis-riskview&focus%5B%5D=taxgpt&focus%5B%5D=square-banking&focus%5B%5D=thomson-reuters-checkpoint&focus%5B%5D=bbva-payments-api&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-customer-api)
Build brand loyalty, foster participation, and provide shareholders with the information they need to vote online with just a few simple clicks.
Start enjoying the benefits of the Broadridge Communications CloudSM right away with our patented onboarding technology and approach. Realize cost savings and business efficiencies while gaining faster access to our omni-channel communications solution and network with Broadridge Rapid Onboarding.
Supporting all outsourcing, software and services across your enterprise for the acquisition, cleansing, storage and distribution of global pricing and reference data.
Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.
Optimize regulatory communications to investors with our omni-channel solutions. We help mutual funds and ETF providers simplify processes and reduce costs while enhancing the investor experience.
Broadridge’s innovative solutions calculate plan and participant health scores and deliver information in an easily digestible format. This creates critical dialogue with plan sponsors about optimal plan design and administration strategies.
Our flexible, rules-based solution tracks and calculates fees across a variety of complex workflows and enhances revenue reporting.
Give clients visibility across a range of risk factors, asset classes and investment strategies. Easily customize this solution to support valuation, simulation and reporting tailored to their specific requirements.
Enhance your targeted sales strategies and programs with dynamic data. Our sales and asset reporting technology transforms shareholder and intermediary data into market intelligence for evaluating sales trends, managing risk and identifying new opportunities.
Rule 30e-3 allows, but does not mandate, mutual funds to use a 'Notice & Access' method to deliver Annual and Semi Annual Reports. We can help you prepare for the implementation of the rule and capture shareholder's delivery preferences.
Attract prospects with the most effective method for growing your practice. Our robust library of thoughtful and professional presentations includes multi-length educational seminars on various topics to help you deliver more value to your prospects and clients. Our seminars help you reach prospects and clients in a variety of ways — via a series of comprehensive sessions or quick-hit, topic-focused presentations. Plus, we provide guided talking points and the ability to add coordinating workbooks so participants get the most out of each session.
A turnkey solution for communicating with shareholders, employees and other investors in between solicitation periods via direct mail, eDelivery, internet, mobile, and other channels.
Understand what segments of shareholders voted for and against. Target shareholders who are likely to vote in favor of management with a suite of products and services designed to increase participation.
Facilitate meeting preparation by understanding which validated shareholders plan to attend your annual meeting. This allows you to verify shareholders at the door, anticipate topics, and ensure adequate event planning.
Expect more from your transfer agent. Broadridge offers a comprehensive suite of transfer agent services to manage all your stock transfer and registrar needs efficiently and to provide an exceptional shareholder experience.
Automate and consolidate trust and custodial services with a single, secure platform backed by a state-of-the-art trust accounting system. Plan sponsors get real-time access to information, while participants benefit from eStatements and eSignatures.
