Products

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.

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.

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.

Identify and prioritize your top RIA, IBD and retirement advisor prospects based on actual shareholder positions.

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.

Our award-winning data management and visualization solutions consolidate, reconcile, store and deliver information where, when and how it's needed.

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

Broadridge provides a comprehensive view of distribution markets based upon analysis of data from multiple sources. It helps uncover opportunities across key market segments, highlighting the impact on local markets and its practical effect on distribution opportunities.

Firms of all sizes around the world rely on our proven, best-in-class solutions for fixed income trades, supporting an extensive range of instruments across markets, currencies and business entities.

Our end-to-end tender distribution solution includes SEC filing and document design, printing and mailing, all supported by simplified billing.

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.

Our innovative portal meets the administrative needs of pooled investment funds. It is an efficient, secure and transparent way to deliver superior service to investors while reducing costs.

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.

Standardize operations across multiple markets and asset classes, including equity, fixed income, foreign exchange, money market, exchange-traded derivatives and securities finance.

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.

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.

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.

Cost-effective services make user-friendly electronic proxy documents available to shareholders in an environment designed to better-communicate your messaging and support your company's brand.

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.

Broadridge's Revport fully automates billing services for more than 55 standard calculations custom rules—from complex asset management to performance fees and commissions.