Product Avatar Image

Broadridge Financial Solutions

Show rating breakdown
66 reviews
  • 117 profiles
  • 39 categories
Average star rating
4.2
Serving customers since
Profile Filters

All Products & Services

Product Avatar Image
Distributed Marketing Solution

1 review

dmEDGE is a comprehensive, integrated distributed marketing portal solution designed to support organizations with decentralized sales & marketing needs.

Product Avatar Image
Broadridge Annual Compliance For Corporate Issuer

1 review

Our end-to-end solution helps you create and file SEC compliance documents quickly and easily. Start with PROfile, our innovative, lightning-fast software and let us help you as needed for the rest.

Product Avatar Image
Broadridge Market Analytics

1 review

Make informed decisions about product development to boost marketing and sales results. Broadridge provides one central source for researching and understanding market trends and opportunities.

Product Avatar Image
Broadridge Capital Markets Disclosures

1 review

Whether you are going public, growing your business through a merger or acquisition, or raising capital, the right partner can help you get to market faster with less risk. We provide expertise and tools to drive accuracy and efficiency through the SEC disclosure process.

Product Avatar Image
Broadridge Pricing and Valuation

1 review

Price Master takes data from sources such as Bloomberg, Thomson Reuters, IDC, Markit, web sites, spreadsheets, text files and can be integrated with many accounting systems.

Product Avatar Image
Broadridge Revport

1 review

Improve the accuracy of fee and expense calculations, invoice management and accounting. Leverage one solution to rationalize different provider agreements and rates. Our platform, Revport, helps you find efficiencies, free up investment dollars, and gain deep insight into your business.

Product Avatar Image
Broadridge SocialSpeaks

1 review

Expand your library of unbiased, advisor-centric content. Engaging content includes articles, videos, calculators, market summaries and e-seminar presentations; each piece is easy to share thanks to email, mobile, and social media integration, as well as automated campaign capabilities.

Product Avatar Image
Broadridge Client Information Management

0 reviews

Improve the capture, flow, storage, accessibility and management of client information with Broadridge Inform. Enable high-velocity client onboarding and protect your client data across the entire relationship life cycle by eliminating paper and reducing risky integration layers.

Product Avatar Image
Broadridge Collateral Management

0 reviews

Gain a real-time view of global inventory and exposures through intuitive dashboards. Generate efficiencies through margin automation, collateral optimization, life cycle management, settlement and connectivity with market infrastructure.

Profile Name

Star Rating

38
20
6
1
1

Broadridge Financial Solutions Reviews

Review Filters
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.

About

Contact

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