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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 Investment Accounting

0 reviews

Broadridge Investment Accounting is the leading provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry.

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Broadridge Intelligent Analytics

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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.

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Broadridge Advisor Compensation

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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.

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Broadridge Branded Shareholder Portal

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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.

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Broadridge 22c-2 Compliance

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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.

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Broadridge Beneficial Proxy Services

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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.

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Broadridge Financial Solutions, Inc. Reviews

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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