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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 Distribution 360

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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.

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Broadridge Document Composition

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Whether it's sending a client letter or executing a multi-faceted campaign, our document composition tools make it easy to create content, define your target audience and manage your communications.

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Broadridge EDGARForms

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As the regulatory landscape shifts, so does the complexity of SEC compliance. But many forms remain standard, creating the opportunity to manage them in house to reduce time and cost. Our intuitive and secure web-based platform guides you step-by-step through composing, reviewing and filing standardized EDGAR forms with the SEC.

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Broadridge Enhanced Packaging

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Get critical messages, company reports, enrollment forms, and ballots into the hands of shareholders. Encourage them to take action using high-impact, branded packaging.

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Broadridge Enhanced Proxy Design

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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.

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Broadridge Equity Trade Processing

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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.

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Broadridge Fee Billing

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

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Broadridge Financial Reporting

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Streamline and simplify your financial reporting. Our combination of powerful software and expert services helps you create and file your own disclosure documents or rely on us for execution.

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Broadridge Fixed Income Trade Processing

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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.

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Star Rating

38
20
6
1
1

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

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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