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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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Broadridge Investment Accounting

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Broadridge Investment Accounting is the leading provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry.

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Broadridge Portfolio Management

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Broadridge Portfolio Management combines order, risk and portfolio management in a single application.

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Broadridge Fund Regulatory Reporting & Filing

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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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Star Rating

38
20
6
1
1

Broadridge Financial Solutions Reviews

Review Filters
Profile Name
Star Rating
38
20
6
1
1
Abhishek A.
AA
Abhishek A.
Management Information System Executive at Mindlance
04/20/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Increase your marketing effectiveness

Easily manage and target clients and prospects with integration into CRM systems and other marketing tools. Real time reporting and analytics feature also. Use dashboard is very good.
Verified User in Financial Services
UF
Verified User in Financial Services
04/02/2022
Validated Reviewer
Review source: Organic

The articles have been a Godsend in calming my clients and prospects during this difficult period.

I have been very impressed with the quality, the personal style, and the timeliness of the articles and the newsletters that have been sent. I feel blessed to have signed up for the 30-day trial when I did. Also, it's great to send content with no advertising, except my local company's name.
Haley V.
HV
Haley V.
03/26/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Tried

It helped me to make better cards for others when I'm not to creative as well as kept me from having to go to a store and spend way more on traditional cards.th

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HQ Location:
New York, NY

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@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