

Our eight-part service provides detailed, customized market data and business insights on institutional assets through interactive dashboards, benchmarking reports and industry analysis.

Cost-effective services make user-friendly electronic proxy documents available to shareholders in an environment designed to better-communicate your messaging and support your company's brand.

Deliver key information about priority issues including ESG and board diversity in a flexible online environment. Our platform helps you easily and cost-effectively present key information so it will have the greatest impact. Embedded videos and graphics, customized landing pages, and flexible navigation enhance your message.

Revport makes it easy to assign and calculate a wide range of distribution payouts and fees, such as management fees, agent rebates, sub-advisor payouts, or revenue sharing.

Mitigate risk, respond to volatility and control market exposures in real time across portfolios and in all asset classes, including equity, fixed income, credit, foreign exchange, commodities and derivatives.

A single solution ensures that advisors, operations, client services, and investors are informed of all communications sent, creating transparency and enhancing the client experience.

My Wealth Advisor, a fully customizable mobile app that was designed specifically for advisors like you. Create seamless client communications with the delivery of videos, newsletters, blog posts and personalized messaging — directly to the device that clients are checking 150 times a day.

Mortgage-backed securities (MBS) processing requires efficiency, accuracy and transparency. Our electronic trading system supports straight-through processing of large volumes of trades, including assignments of trades (AOT).

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


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/).