---
title: Broadridge Shareholder Data Services Reviews
meta_title: 'Broadridge Shareholder Data Services Reviews 2026: Details, Pricing,
  & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Broadridge Shareholder Data 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 Shareholder Data Services Reviews
**Vendor:** Broadridge Financial Solutions  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About Broadridge Shareholder Data Services
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.






- [View Broadridge Shareholder Data Services pricing details and edition comparison](https://www.g2.com/products/broadridge-shareholder-data-services/reviews?open_modal_url=%2Fproducts%2Fbroadridge-shareholder-data-services%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fbroadridge-shareholder-data-services%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-09+18%3A53%3A10+-0500&secure%5Bsession_id%5D=b5a66057-0907-4268-ac76-1a5067cd7bc6&secure%5Btoken%5D=1593fc89437bca6c9aca72a8642638e705d44cfc44f90e0c2dc4baae2e21f94d&format=llm_user)

## Broadridge Shareholder Data 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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