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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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Post-Trade Processing

0 reviews

Our solution processes FX, FX options, metals, CFDs, Spread Betting and money market instruments across markets and time zones, in real-time throughout the day.

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Broadridge Full Service Tender Processing

0 reviews

Our end-to-end tender distribution solution includes SEC filing and document design, printing and mailing, all supported by simplified billing.

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Broadridge Fully Paid Lending

0 reviews

We partner with our clients to develop purpose-built FPL solutions. Our integrated technology platform and expert consulting services support a fully functioning FPL business.

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Broadridge Fund Budgeting and Accruals

0 reviews

Through rules-based automation of revenue and expense management, fund companies can keep budgets on track and up-to-date with real-time analytics and automated payment allocations to specific funds.

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Broadridge Fund Investor Portal

0 reviews

Our innovative portal meets the administrative needs of pooled investment funds. It is an efficient, secure and transparent way to deliver superior service to investors while reducing costs.

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Broadridge Fund Partner Reporting

0 reviews

Get secure access to reports and advisor intelligence for internal business managers, fund partners, TPAs and other intermediaries with our easy-to-use self-service portal.

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Broadridge Global Market Intelligence

0 reviews

Make better strategic decisions, more effectively allocate your company's resources and be more responsive to the needs of your customers through the combined power of Money in Motion, FundFile and SalesWatch.

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Broadridge Global Post Trade Management

0 reviews

Standardize operations across multiple markets and asset classes, including equity, fixed income, foreign exchange, money market, exchange-traded derivatives and securities finance.

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Broadridge Global Tax Reclaim and State Tax Reporting

0 reviews

Save time and minimize errors by automating data organized by accounts, products, assets and shares, and tax jurisdictions. This solution makes global and state tax reporting simple and efficient.

Profile Name

Star Rating

38
20
6
1
1

Broadridge Financial Solutions Reviews

Review Filters
Profile Name
Star Rating
38
20
6
1
1
Chloe C.
CC
Chloe C.
03/24/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Needs Improvement in Personalization and Reporting

I like the simplistic design of Broadridge Advisor Portal.
Yashaswini B.
YB
Yashaswini B.
Mycovation | Biotechnology PhD
10/15/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Comprehensive fiduciary management platform

The platform provides powerful analytics and data-driven insights, allowing advisors to make informed investment decisions. Its fiduciary score and monitoring tools enable continuous evaluation of portfolios, aligning them with fiduciary best practices.
Verified User in Accounting
TA
Verified User in Accounting
09/13/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Broadridge Annual Compliance

I like how Broadridge makes corporate compliance easy by simplifying complex reporting and keeping everything accurate and efficient.

About

Contact

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