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Broadridge Financial Solutions, Inc.

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51 reviews
  • 121 profiles
  • 41 categories
Average star rating
4.2
Serving customers since
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Broadridge Investor and Advisor Mailbox

0 reviews

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

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Broadridge Services

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Experience designers, data analysts and creative teams work with you to pinpoint the right message and deliver it to the audience in their channel of choice, improving the experience and outcomes.

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Broadridge Mobile App

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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.

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Broadridge Mortgage Backed Securities

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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).

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Broadridge Multi asset Post Trade Management

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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 Multi-Channel Participant Communications

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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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29
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Broadridge Financial Solutions, Inc. Reviews

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Profile Name
Star Rating
50
29
7
2
1
Pradeep K.
PK
Pradeep K.
01/14/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Broadridge Virtual Shareholder Meeting: Pros and Cons

I love how easy it is to join the Broadridge Virtual Shareholder Meeting from anywhere and stay connected—it feels simple and seamless.
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.
Vivek G.
VG
Vivek G.
Team Lead-Zscaler Managed Services || Cloud Security || SaaS || Identity & Access management ||
10/10/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Best plaform forMutual Funds

Broadridge Disclosures for Mutual Funds is known for its comprehensive and user-friendly approach. One of the best aspects is its ability to streamline complex regulatory information, making it easier for investors to understand fund performance, fees, and risks. Additionally, the platform's emphasis on compliance helps ensure that mutual funds meet regulatory standards while providing clear and accessible disclosures. This transparency fosters investor trust and aids in informed decision-making.

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HQ Location:
New York, NY

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@Broadridge

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NYSE:BR