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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 Multi-Channel Participant Communications

0 reviews

Improve the participant experience, while streamlining costs and reducing complex administration. Broadridge manages the full life cycle of plan communications, saving you time and money.

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Broadridge Mutual Fund Data and Suitability

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Powered by proprietary technology, Broadridge FundPOINT® suite provides data and workflows to enhance advisor productivity and ensure best interests. Simplify rollovers, perform suitability and compare portfolios with fee transparency and clarity.

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Broadridge Newsletters For Individual Advisor Solutions

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Our financial newsletters provide your clients with timely, helpful, FINRA-reviewed content that keeps you top-of-mind and encourage important conversations.

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Broadridge Notice and Access & Inventory Management and Fulfillment

0 reviews

Choose the Notice and Access delivery option best-suited to your business and shareholders. Meet SEC requirements by using our state-of-the-art Inventory Management and Fulfillment system.

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Broadridge Performance Analytics

0 reviews

Empower your advisors with on-demand or periodic performance reporting and investment analytics. With our flexible, scalable Performance Analytics, advisors can easily set and manage performance goals against benchmarks, calculate performance and see a complete view of investors' portfolios.

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Broadridge Performance and Attribution

0 reviews

Differentiate your investment offering with reporting and attribution tools that analyze performance from all angles. This customizable solution accommodates a wide range of measures, across multiple time periods, and integrates with existing accounting and client reporting platforms.

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Broadridge Plan Sponsor Communications

0 reviews

Connect your advisors to key assets at critical points in the sales process—from fund selection to branded enrollment kits.

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Broadridge Point-of-Sale Prospectus

0 reviews

Let technology and data drive prospectus delivery. Our end-to-end solution ensures accurate information, reduced costs and a better investor experience.

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Broadridge Portfolio and Order Management

0 reviews

Portfolio Master combines order management, portfolio management and risk management in a single application, enabling fund managers to streamline their operations and reduce complexity in their mid-back office.

Profile Name

Star Rating

38
20
6
1
1

Broadridge Financial Solutions Reviews

Review Filters
Profile Name
Star Rating
38
20
6
1
1
Kasun U.
KU
Kasun U.
Customer Success Lead at Kiddoz by Strides Tech Solutions (Pvt) Ltd
06/16/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

It was great and it provides what we needs

Every customer is looking for a trusted site so it shows previous customer experience and I kile ebook as well.
Verified User in Telecommunications
IT
Verified User in Telecommunications
05/06/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Neutral - You can do better

Good communication and partnership - active engagement
BhagyaLakshmi S.
BS
BhagyaLakshmi S.
Seeking A Challenging And Responsible Position With A Company As An Analytical Chemist Where I Can Employ My Expertise In Wet Chemistry And Analytical Instrumentation To Reach The Objectives Of The Organization
04/21/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review
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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/).

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NYSE:BR