---
title: Broadridge Beneficial Proxy Services Reviews
meta_title: 'Broadridge Beneficial Proxy Services Reviews 2026: Details, Pricing,
  & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Broadridge Beneficial Proxy Services works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Broadridge Beneficial Proxy Services Reviews
**Vendor:** Broadridge Financial Solutions  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About Broadridge Beneficial Proxy Services
When brokers work with Broadridge you benefit from a provider who plans, executes and delivers your proxy and shareholder communications with modern and proven processing solutions. Using our centralized solution you work with a single entity across all your street positions, simplifying the process.






- [View Broadridge Beneficial Proxy Services pricing details and edition comparison](https://www.g2.com/products/broadridge-beneficial-proxy-services/reviews?open_modal_url=%2Fproducts%2Fbroadridge-beneficial-proxy-services%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fbroadridge-beneficial-proxy-services%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-13+08%3A42%3A53+-0500&secure%5Bsession_id%5D=fc9b4efc-9989-48a8-9e4d-34150fbeedd8&secure%5Btoken%5D=bbe7562dba5a81a1a21edfca7600fba77a0f23d56f5f5945cd37059b2653f42d&format=llm_user)

## Broadridge Beneficial Proxy Services Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

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