Products

ETFreplay provides analysis and backtesting tools for investors in U.S. exchange traded index funds.

Global Analytics creates credit products by using advanced analytics to change the way people do business with the underbanked.

Macroaxis is a very sophisticated, yet simple to use personalized wealth optimization service built for self-guided, socially responsible investors.

Tools to support the analysis of options and other derivatives, portfolio asset/sector allocation & optimization, investment performance analysis, value at risk (VaR), company valuation, and more.

Expand your library of unbiased, advisor-centric content and save time. Engaging content includes articles, videos, calculators, market summaries and e-seminar presentations; each piece is easy to share thanks to email, mobile, and social media integration, as well as automated campaign capabilities.

Pair proven data techniques with innovative technology to create engaging, omni-channel direct marketing that generates leads, increases customer satisfaction and account values and improves your return on marketing investment.

Powered by proprietary technology, Broadridge FundPOINT® suite provides data and workflows to enhance advisor productivity and ensure best interests. Simplify rollovers, perform suitability and compare portfolios with fee transparency and clarity.

Streamline equities and related instruments (e.g. warrants, deposits and loans) in a single real-time solution, supporting every stage of the transaction from pre-order management to settlement.

Reduce risk and demonstrate compliance through a more efficient control framework. Our solutions enable you to manage the multiple trade reporting and operational processing challenges created by new regulations and market practices across all asset classes, even the most complex OTC derivatives.

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

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.

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.

Broadridge leads the industry in proprietary data on proxy voting behavior, which means we are uniquely positioned to help institutional investors develop targeted communications that maximize shareholder engagement and response and minimize your effort and costs.

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.

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.

QA Direct provides access to a huge range of content ready to use 'out of the box' for quantitative analysis, together with the tools to integrate proprietary data. This gives you direct access to our best-of-breed content - as well as from other leading vendors, including S&P, MSCI, and Russell - without the pain.

QA Point powered by Elsen simplifies workflows, making it easy to construct, validate, and deploy multi-factor quantitative investment strategies – in a fraction of the time it takes using traditional quant tools.

Core Financial Concepts delivers key knowledge on important topics that everyone deserves to know. Better knowledge. Better decisions.

Peloton Street is a FinTECH startup that uses big-data to help real estate dealmakers and investors come together and transact.