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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 Portfolio Securities Voting

0 reviews

Gain unmatched flexibility and control with automated workflows, rules-based vote execution and on-demand reporting. ProxyEdge seamlessly integrates proprietary data and analytics, as well as third-party research and recommendations, helping to maximize confidence at every step.

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Broadridge Post Trade and Regulatory Compliance

0 reviews

The platform is nimble enough to accommodate and process various data formats and it's completely flexible, so it can support new reporting environments as regulations change.

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Broadridge Post Trade Control Solutions

0 reviews

Reduce risk and demonstrate compliance through a more efficient control framework. Our solutions enable you to manage the multiple trade reporting and operational processing challenges created by new regulations and market practices across all asset classes, even the most complex OTC derivatives.

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Broadridge Property and Casualty Websites

0 reviews

Engage new prospects and enrich existing relationships with a professional website that reflects your brand. Now you can create and easily maintain a high-quality advisor website to boost your digital marketing strategy.

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Broadridge Proxy Management

0 reviews

We provide a secure, automated proxy voting service, from sourcing announcements and distributing ballots, to vote execution and meeting results. Our solutions help firms achieve improved efficiency, transparency, and governance.

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Broadridge Proxy Policies and Insights

0 reviews

Enrich research and analysis with EDGAR-sourced data. We consolidate input from SEC DEF14A, 8-K and N-PX filings, enabling you to identify and benchmark your policies against key industry trends.

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Broadridge Proxy Services For Institutional Investors

0 reviews

Broadridge leads the industry in proprietary data on proxy voting behavior, which means we are uniquely positioned to help institutional investors develop targeted communications that maximize shareholder engagement and response and minimize your effort and costs.

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Broadridge ProxyVote

0 reviews

Build brand loyalty, foster participation, and provide shareholders with the information they need to vote online with just a few simple clicks.

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Broadridge Rapid Onboarding

0 reviews

Start enjoying the benefits of the Broadridge Communications CloudSM right away with our patented onboarding technology and approach. Realize cost savings and business efficiencies while gaining faster access to our omni-channel communications solution and network with Broadridge Rapid Onboarding.

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38
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1

Broadridge Financial Solutions Reviews

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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.

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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