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






- [View Broadridge Trust and Custody Services pricing details and edition comparison](https://www.g2.com/products/broadridge-trust-and-custody-services/reviews?open_modal_url=%2Fproducts%2Fbroadridge-trust-and-custody-services%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fbroadridge-trust-and-custody-services%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-14+05%3A54%3A02+-0500&secure%5Bsession_id%5D=a97627ad-78e3-4f32-836a-7f42d2368f0a&secure%5Btoken%5D=94de73881879539b1ec9d46b90bd47b854e16013f2cbf6fa5c10eed585dc7300&format=llm_user)

## Broadridge Trust and Custody 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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