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Accelerate document creation and updates

Transform how your teams collaborate to build, edit and file regulatory documents with DocuBuilder.

Enhance iXBRL user control and oversight

Expedite your filing process. Choose to self-file or outsource your prospectuses, fund reports and SAIs to Broadridge Managed Services.

How we deliver value

Hands-free setup and white-glove support help you publish and file faster. Best-in-class content analysis powers efficient document creation. Plus, our customizable platform can be configured for your budget and needs.

Intuitively built for complex content management

Manage all elements from composition and filing to comprehensive multi-channel distribution with DocuBuilder.

DocuBuilder and RealTime Content Platforms

Automate how you manage complex content and transform how you work. Learn how to manage marketing and regulatory content with our cloud-based solutions.

Maintain document and content integrity with every update

Accelerate Updates, Ensure Consistency

Our automated publishing platform enables you to exercise precise control over all aspects of your update process.

Flexible Data Integration

Easily create new content and ingest data sets in multiple formats to update materials.

Self-Filing

Tag, proof, validate, consolidate and file using our integrated iXBRL and self-filing tools.

Why firms choose DocuBuilder

Drive efficiency and productivity at scale.

Systematize document creation to transform the way your team creates and updates complex and information-sensitive documents
Experience our unique automated publishing solution, enabling you to break down content into small, reusable components including sentences, paragraphs, data and tables
Create, edit, repurpose and publish time-sensitive materials with ease and efficiency
Select white-glove support to go from self-service platforms to fully outsourced compositions

Update once, publish anywhere to connect content components across documents and outputs. If you make a content edit to a single document, you can immediately identify other regulatory documents where this content is used, enabling you to update numerous documents simultaneously
Seemlessly integrate documents into Broadridge print and digital distribution solutions.
Choose best-in-class content analysis, library intelligence, flexible pricing and easily customizable platform features

Lets talk about what's next for you<br><br>Our representatives and specialists are ready with the solutions you need to advance your business.

Lets talk about what's next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

Solutions & Products

Learn more about our communications capabilities.

Enhance and simplify portfolio management

Solution

Drive profitability with automated revenue and expense management

Solution

Access unique distribution insights

Solution

Maximize marketing communications

Solution

Drive a successful proxy outcome

Solution

Simplify financial and regulatory reporting

Solution

Resource

iXBRL and 498A a Streamlined End-to-End Solution

Resource

Checklist: Getting Ahead of the iXBRL Mandate

Resource

Regulatory Insights

Video

Regulatory Communications

Resource

Streamline Summary Prospectus Compliance

Let’s talk about what’s next for you

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22c-2 Compliance

Advisor Resource Center

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Bank Debt and Loan Trading

Beneficial Proxy Services

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Broadridge Alternative Investments Hub

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Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

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Fi360 Learning and Development

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Financial Reporting

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Global Market Intelligence

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

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Market Analytics

MiFID II Compliance

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

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Trade Processing and Settlement

Trading Platforms

Translation Services

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics

22c-2 Compliance

Advisor Resource Center

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Global Custody Solutions

Capital Markets Disclosures