Products

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.

Simplify and improve your derivatives trade processing with a single, integrated platform that works across asset classes and in more than 70 markets worldwide. Our award-winning solution supports every step, from execution, clearing and settlement, to risk and collateral management.

Gain unmatched flexibility and control with automated workflows, rules-based vote execution and on-demand reporting. ProxyEdge seamlessly integrates proprietary data and analytics, as well as third-party research and recommendations, helping to maximize confidence at every step.

Supporting all outsourcing, software and services across your enterprise for the acquisition, cleansing, storage and distribution of global pricing and reference data.

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.

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.

Maintain timely, detailed and accurate reports with compliance master. Provide a differentiated service to your clients, while minimizing operational and regulatory risk.

Deliver important notifications to your shareholders and give them instant access to the data, documents, and resources they need from your company. Your customized portal acts as a seamless interface, enabling you to improve the shareholder experience and increase engagement.

Digital Document Delivery automates personalized and relevant content, and delivers it either on demand, or based on participant activity or life stage.

Portfolio Master combines order management, portfolio management and risk management in a single application, enabling fund managers to streamline their operations and reduce complexity in their mid-back office.

Mortgage-backed securities (MBS) processing requires efficiency, accuracy and transparency. Our electronic trading system supports straight-through processing of large volumes of trades, including assignments of trades (AOT).

Make better strategic decisions, more effectively allocate your company's resources and be more responsive to the needs of your customers through the combined power of Money in Motion, FundFile and SalesWatch.

Get secure access to reports and advisor intelligence for internal business managers, fund partners, TPAs and other intermediaries with our easy-to-use self-service portal.

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.

We partner with our clients to develop purpose-built FPL solutions. Our integrated technology platform and expert consulting services support a fully functioning FPL business.

Engage new prospects and enrich existing relationships with a professional website that reflects your brand. Now you can create and easily maintain a high-quality advisor website to boost your digital marketing strategy.

Give clients visibility across a range of risk factors, asset classes and investment strategies. Easily customize this solution to support valuation, simulation and reporting tailored to their specific requirements.

Smart use of fonts, color, charts and graphics add clarity and enhance shareholder engagement. Choose from four design packages — all of which include HTML conversion and unlimited author's alterations to keep costs low.

Our end-to-end solution combines innovative software and expert services to manage EDGAR filings, XBRL tagging, printing and fulfillment for financial reports, prospectuses, fund fact sheets and other filings.

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.