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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 Compliance and Regulatory Accounting Managed Service

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Meet your requirements for compliance and regulatory accounting with Broadridge's technology, operations and capital markets expertise. Our managed services will ensure that your firm stays up-to-date with ever-changing rules and regulations.

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Broadridge Corporate Action Services

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Use our sophisticated, cost-effective shareholder communications services to reach beneficial and registered shareholders alike, delivering an impactful online experience that fosters participation.

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Broadridge Data Management Analytics and Reporting

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Our award-winning data management and visualization solutions consolidate, reconcile, store and deliver information where, when and how it's needed.

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Broadridge Data Management and Archival

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Transform and repurpose your data across all document types and channels while supporting retention requirements in a secure, searchable and conveniently accessible environment.

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Broadridge Data Management Warehouse and Reporting

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Broadridge's innovative data analytics solution processes complex, sophisticated data and delivers outcomes designed to power efficient, informed decision-making.

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Broadridge Derivatives Trade Processing

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Simplify and improve your derivatives trade processing with a single, integrated platform that works across asset classes and in more than 70 markets worldwide. Our award-winning solution supports every step, from execution, clearing and settlement, to risk and collateral management.

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Broadridge Digital Document Delivery

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Digital Document Delivery automates personalized and relevant content, and delivers it either on demand, or based on participant activity or life stage.

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Broadridge Direct Marketing

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Pair proven data techniques with innovative technology to create engaging, omni-channel direct marketing that generates leads, increases customer satisfaction and account values and improves your return on marketing investment.

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Broadridge Disclosures for Mutual Funds

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Our end-to-end solution combines innovative software and expert services to manage EDGAR filings, XBRL tagging, printing and fulfillment for financial reports, prospectuses, fund fact sheets and other filings.

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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.

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HQ Location:
New York, NY

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@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