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Broadridge Financial Solutions

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66 reviews
  • 117 profiles
  • 39 categories
Average star rating
4.2
Serving customers since
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Provide fund directors with the highest standard of 15(c) board reporting so they have the information they need to fulfill their responsibilities and stay compliant. This includes expense and performance data based on fund peer groups, ensure the most accurate view of your funds.

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Broadridge Advisor Compensation

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Improve recruitment, retention and performance with streamlined compensation and incentive management, client account opening and maintenance, and books and records. Advisor compensation from Broadridge provides dynamic sales reporting and analytics for enhanced practice management.

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Broadridge Advisor Desktop Solutions

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Enable advisors and investors to do advanced trading with comprehensive portfolio insight, while managing their investments based on goals, assets, and market data and research.

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Broadridge Financial Solutions Reviews

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Profile Name
Star Rating
38
20
6
1
1
Sanket O.
SO
Sanket O.
Software Engineer
07/06/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

A reliable digital delivery service

Broadridge provides striking digital delivery verticals such as cloud channels, email delivery systems, secure email delivery, and sharing bills or statements. It apparently helps to leverage smooth communication in various ways.
Mostafa A.
MA
Mostafa A.
04/07/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Wow

One of the benefits of using Broadridge Distributed Marketing Solution is that it allows financial institutions to create and manage targeted marketing campaigns more efficiently, which can lead to increased customer engagement and higher conversion rates. Additionally, the platform provides detailed analytics and reporting capabilities, which can help organizations measure the effectiveness of their marketing efforts and make data-driven decisions.
Owen C.
OC
Owen C.
02/23/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

A great product for all financial advisors

What I like best about the Broadridge Advisor Portal is its ability to email blast all of our clients our weekly newsletters on a scheduled date and time. This is super convenient and helps us save a lot of time

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HQ Location:
New York, NY

Social

@Broadridge

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/).

Details

Ownership
NYSE:BR