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Broadridge Financial Solutions

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66 reviews
  • 117 profiles
  • 39 categories
Average star rating
4.2
Serving customers since
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Broadridge Public Market Solutions

0 reviews

Maintain timely, detailed and accurate reports with compliance master. Provide a differentiated service to your clients, while minimizing operational and regulatory risk.

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Broadridge Connectivity

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Accelerate your business growth and offer your clients more market choices through real-time connectivity with trading systems, exchanges, regulators, CCPs, clearing centers, custodians and network providers. Our solutions help you increase operational efficiency on a cost-effective, low-risk basis.

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Broadridge Consumer Preference and Profile Management

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Streamline the management of consumer profiles ‚ from initial identity validation to the capture, maintenance and audit of consumer preferences across all channels. Enabling consumers to securely manage their delivery instructions builds better connections, captures their attention and increases brand loyalty.

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Broadridge Content Design and Management

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Broadridge's data-driven, web-based content management platform makes it easy to create, manage, and send targeted campaigns. Connect to customers in their preferred channel with one-to-one messaging.

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Broadridge Content Management and Distribution

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Engage your target audience with real-time, compliant collateral. Broadridge's ContentHub makes it easy to share sales and marketing content on demand, digitally or in print. All from one, secure location.

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Broadridge Continuing Education

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Earn accreditations quickly and efficiently through our web based CE tests, which enable you to fulfill your professional requirements wherever you are with ease. Our online tests satisfy continuing education (CE) requirements for many professional accreditations. We offer tests in several topic areas for advisors maintaining their CFP, ChFC, CLF, CLU, RHU and REBC certifications.

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Broadridge Corporate Action

0 reviews

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 Wealth Aggregation & Insights

0 reviews

Gain a complete view of your business. Get performance reports, track and audit representative activity, seamlessly flow data through third-party applications and beat competitors to key insights.

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Broadridge Communications Consulting

0 reviews

From strategy to execution, our seasoned communications consulting team offers insights, recommendations and solutions grounded in proven, hands-on experience. Our deep knowledge of communications across industries and our understanding of client requirements allows us to provide best practices that drive measurable results. We combine the best people, processes and technology to help increase customer engagement and optimize the path from print to digital.

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38
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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.

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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