Broadridge Investment Accounting is the leading provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry.
Analyze sales and marketing data across platforms, programs and silos with a powerful analytics solution tailored to your specific business goals. Get 360-degree views of your business at a single glance. Quickly discover what's working, what's not‚and why. Gain the actionable intelligence you need to make bolder, more confident decisions.
Improve recruitment, retention and performance with streamlined compensation and incentive management, client account opening and maintenance, and books and records. Advisor compensation from Broadridge provides dynamic sales reporting and analytics for enhanced practice management.
Deliver important notifications to your shareholders and give them instant access to the data, documents, and resources they need from your company. Your customized portal acts as a seamless interface, enabling you to improve the shareholder experience and increase engagement.
Minimize risk in an increasingly complex regulatory environment by automating compliance monitoring and reporting. Our rules-based compliance solution aggregates data across intermediary platforms, flagging potential trading violations in real time.
When brokers work with Broadridge you benefit from a provider who plans, executes and delivers your proxy and shareholder communications with modern and proven processing solutions. Using our centralized solution you work with a single entity across all your street positions, simplifying the process.