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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 Document Composition

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Whether it's sending a client letter or executing a multi-faceted campaign, our document composition tools make it easy to create content, define your target audience and manage your communications.

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Broadridge Bank Debt and Loan Trading

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Optimize your credit trading with a bank debt processing solution that covers the entire cycle. Credit Master provides complete trading and support for every step in the workflow, including portfolio analysis, global transaction entry, settlement and closing, and compliance and document warehousing.

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Broadridge Corporate Trade Confirmation Service

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Automate and integrate the confirmation matching process for straight-through-processing, reducing risks associated with delays, manual errors, and inefficient paper-based confirmations.

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Broadridge Enhanced Packaging

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Get critical messages, company reports, enrollment forms, and ballots into the hands of shareholders. Encourage them to take action using high-impact, branded packaging.

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Broadridge Enhanced Proxy Design

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Smart use of fonts, color, charts and graphics add clarity and enhance shareholder engagement. Choose from four design packages — all of which include HTML conversion and unlimited author's alterations to keep costs low.

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Broadridge Corporate Action

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Simplify complex deals and pursue successful outcomes, even within compressed time frames. From mergers and acquisitions to IPOs and stock splits, leverage our flexible services as a single-source solution.

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Broadridge Financial Solutions, Inc. Reviews

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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