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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.

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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
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