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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

0 reviews

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

0 reviews

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

0 reviews

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.

Profile Name

Star Rating

38
20
6
1
1

Broadridge Financial Solutions Reviews

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Profile Name
Star Rating
38
20
6
1
1
Verified User in Information Technology and Services
CI
Verified User in Information Technology and Services
09/01/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Essentials back office functions but some modules could do with improvements

Broadridge products are systems of record for our capital markets teams, and we manage all our back office and compliance processes. New functionality is being added over time to automate more of our processes
Andrew G.
AG
Andrew G.
Excellent Quality Assurance Services Provider
07/06/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Awesome system to import data from Integrations and add in Accounting Apps

Broadrodge Pricing and VAluation Application is the best application for integrations with third party bank data. This application have some cool features like: - Generate data as per DTCC regulatory - Easy to integrate with REST and SOAP UI - Good Documentaion - Quick and awesome support by Broadridge team - Quick and robust working - many more.... :)
Verified User in Warehousing
UW
Verified User in Warehousing
07/01/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

It is very helpful

It has extensive reach and is very helpful for people.

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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