Products

Our flexible, rules-based solution tracks and calculates fees across a variety of complex workflows and enhances revenue reporting.

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.

Connect your advisors to key assets at critical points in the sales process—from fund selection to branded enrollment kits.

My Wealth Advisor, a fully customizable mobile app that was designed specifically for advisors like you. Create seamless client communications with the delivery of videos, newsletters, blog posts and personalized messaging — directly to the device that clients are checking 150 times a day.

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.

Empower your advisors with on-demand or periodic performance reporting and investment analytics. With our flexible, scalable Performance Analytics, advisors can easily set and manage performance goals against benchmarks, calculate performance and see a complete view of investors' portfolios.

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.

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.

We provide a secure, automated proxy voting service, from sourcing announcements and distributing ballots, to vote execution and meeting results. Our solutions help firms achieve improved efficiency, transparency, and governance.

Let technology and data drive prospectus delivery. Our end-to-end solution ensures accurate information, reduced costs and a better investor experience.

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.

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.

Enrich research and analysis with EDGAR-sourced data. We consolidate input from SEC DEF14A, 8-K and N-PX filings, enabling you to identify and benchmark your policies against key industry trends.

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 workboo

Improve the participant experience, while streamlining costs and reducing complex administration. Broadridge manages the full life cycle of plan communications, saving you time and money.

Content Capture & Retention is Web Record Retention Solutions, which have helped our clients meet regulatory record retention requirements for their various sites and social media content.

Our analytics solutions help transform the bank risk analytics, enable easy peer-group analysis, and support bank examination and regulatory compliance.

Allocator is fast growing to be the established information conduit for the Investment Management industry, gathering together and managing fund data so investors can access information on their investment portfolios.

Pitttch is a tiny consulting boutique that crafts compelling pitch decks and business plans for small businesses. Its persuasive, crisp and modern presentations are acknowledged by entrepreneurs, customers and investors alike.

PhiFIX by Sensiple is a world-class FIX Products for Buy-Side, Sell-Side and Venues of Capital Markets domain. PhiFIX Products are designed to support FIX Gateway, Client and Server Verification, Certification, Monitoring and Simulations for entire Capital Markets Eco System. PhiFIX Products are designed to support cross-platform and runs on Windows and Linux Operating Systems. Detailed User Manuals for each PhiFIX Product will help system admins to configure and perform respective FIX activitie