Broadridge Financial Solutions
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A turnkey solution for communicating with shareholders, employees and other investors in between solicitation periods via direct mail, eDelivery, internet, mobile, and other channels.
Understand what segments of shareholders voted for and against. Target shareholders who are likely to vote in favor of management with a suite of products and services designed to increase participation.
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.
Stay compliant with Broadridge's specialized trading platforms for mutual funds, ETFs, IRAs and broker-dealers. These platforms offer many benefits: reduced trade errors, improved back-office efficiency and increased transparency between firms and intermediaries.
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.
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.
M&A transactions, and private equity and venture capital transactions are filled with complexities — for both you and your clients. With multiple collaborators, large amounts of information and tight deadlines, you need a reliable data room solution. SmartRoom is designed to streamline the due diligence process by enabling you to share, collaborate and manage documents securely online.
Targeting the right consumer with the right product starts with reliable and actionable data. Gain measurable insights that identify consumers with desirable financial profiles and behaviors through household-level demographics and wealth scores, along with comprehensive reports of credit utilization and auto ownership at the ZIP+4.
Provide members with the materials they need – in print and digital. By creating customizable packages to go along with the ID card, such as a welcome letter, privacy notice and other onboarding materials, your communications reinforce your connection to members.
Broadridge Financial Solutions Reviews
Chloe C.
Needs Improvement in Personalization and Reporting
Yashaswini B.
Mycovation | Biotechnology PhDComprehensive fiduciary management platform
Verified User in Accounting
Broadridge Annual Compliance
About
What is Broadridge Financial Solutions?
Broadridge Financial Solutions, Inc. is a global fintech company that provides advanced technology and operations, communications, data, and analytics solutions to the financial services industry. The company specializes in areas crucial for the functioning of the financial markets, including investor communications, securities processing, and data-driven insights. Broadridge's services aim to help clients drive business transformation by increasing efficiency, reducing risks, and enhancing customer engagement.Their comprehensive suite offers solutions for asset management, mutual funds, broker-dealers, banks, and corporate issuers, making the complex infrastructure of financial services more accessible and effective. By leveraging deep industry knowledge and technology, Broadridge aims to anticipate the evolving needs of its clients and the market.For further details about their offerings and to explore their latest innovations in financial technology, you can visit their website at [https://www.broadridge.com/](https://www.broadridge.com/).