Marketing and Advisor Technology

Direxxis

An integrated marketing solution that delivers smarter marketing operations and is specifically designed to support the complexities associated with decentralized sales and marketing efforts.

Dataphile – Canada

Broadridge’s Dataphile is a comprehensive suite of real-time solutions for Canadian independent securities and mutual fund dealers.


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Is Your Mutual Fund Data Right?

FundPOINT® delivers the most comprehensive and accurate mutual funds rules from the definitive source: the SEC’s EDGAR system. This provides the capability to extract, organize, and maintain information at the share class level into fund-specific “compliance envelopes” – linking key compliance data to the source documents filed on EDGAR.

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FundPOINT® Suite

A Data and Desktop Solution that's accurate, comprehensive and EDGAR-sourced.

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Prospectus Express

A “best-in-class” e-delivery compliance document fulfillment solution with daily EDGAR updates.

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