Financial Planning & Analysis

Leverage Broadridge’s flexible end-to-end financial services and analysis solutions. Our resources and technologies include budget planning and monitoring, business forecasting, strategic planning, actuarial analysis, tax policy and more.


  • Financial Expertise: We leverage 50 years of experience serving the financial services industry award-winning technology, and global infrastructure to offer flexible delivery models that allow you to enter new markets and offer new products.
  • Flexible Delivery: Utilize our comprehensive or modular solutions all on best-in class business process platforms. Select from your people or ours.
  • Proven Reliability:Broadridge offers a mature governance model, commitment to measurable service standards and the highest level of transparency. We can:
    • Keep your business up and running in every eventuality
    • Protect valuable data for you and your clients
    • Provide reliable, 24/7 resource availability even during unforeseen events
    • Broadridge is one of only nine U.S. data processors in the financial services industry that is ISO 27001 certified.
  • Global Reach: Our capabilities extend to over 50 countries, with development centers in the U.S. and India as well as servicing hubs throughout North America, Europe and Asia-Pacific.
  • Business Expansion: We provide you with the people and the expertise to help you manage growth — from helping you improve your infrastructure, entering new markets, to offering new products.

Solution Highlights

  • Use real-time and trend analysis data to improve business performance
  • Tailor alert conditions to ensure the right level of response
  • Actively monitor KPI/KRI indicators across complex scenarios and to a granular level
  • Keep pace with changing requirements through user-configurable, customized dashboards

Contact us Blue Arrow Right

To speak with our experts, call us or fill in the form below.

* Please select one:

* Indicates a required field

News & Related Content

Global Post Trade Processing image

Top of Page