Global Solutions Partner Program

Broadridge Global Solutions Partner Program

Broadridge, the leading provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms is excited to announce The Broadridge Global Solutions Partner Program. Broadridge helps clients drive operational excellence to manage risk, accelerate growth and deliver real business value. Our technology-driven solutions power the entire investment lifecycle, enabling our clients to successfully manage the complexity and operational requirements of today’s capital markets. Broadridge is at the forefront of multi-channel communications, strengthening our clients’ capabilities to communicate with their clients and investors and meet regulatory requirements. Many of these clients are your clients. Together we can increase our overall market opportunity and greatly increase customer value!

The Broadridge Global Solutions Partner Program enables leading consulting, technology, and service providers to engage with Broadridge offering their customers solutions that best leverage Broadridge's suite of products and services. The program consists of a comprehensive set of sales & enablement resources combined with a market leading financial benefits package to accelerate our partner’s growth in both revenue and market share by teaming with Broadridge.

Product Access

  • Select products available for resell individually or as a platform
  • Free access to products for non-commercial use

Sales Support

  • Access to Broadridge sales and pre-sales teams
  • Free enablement offerings available
  • Access to marketing documents and resources
  • Joint demand generation programs available

Financial Incentives

  • Revenue share model for resell
  • Source fees for registered leads
  • Assist fees for non-resellers who assist Broadridge in winning deals

Technical Training

  • Free enablement offerings available
  • Discounted training available remotely or in classroom
  • Discounted certification programs

Broadridge Partner Program
The Broadridge Global Solutions Partner Program offers two distinct partnership categories with corresponding levels of commitment — "Select" and "Premier."

Companies interested in joining and partnering with Broadridge, enter the program at the "Select" partner level.

Upon meeting the program requirements, partners can advance to the benefits of the "Premier" level within the same calendar year.


Partner Annual Activity



Broadridge Revenue Bookings    
Total license bookings (aggregate of recurring and one-off license fees plus support fees in a given year ) Sourced and Resold
$250k $1M+
Sales Teaming    
Broadridge prospect engagement mapping
Teaming and co-selling with Broadridge Sales on qualified opportunities
Production Certification    
Individual consultants annually trained and certified on Broadridge products 1 3

Partner Commitments Select Premier
Designate at minimum (1) Sales Lead to engage, manage and report sales activities
Designate at minimum (1) Presales Lead to provide technical assistance in sales activities
Designate a single resource to manage, track and report on the overall partnership  
Business Planning & Reporting    
Complete an annual joint business plan  
Contract Requirements & Credit Line    
Execute Annual Agreement


Marketing & Demand Generation Select Premier
Broadridge corporate logo for use on partner website & collateral
Profile listing on partner page (when available)  
Access to product data sheets, white papers
Opportunity to engage together on joint marketing / business development efforts
Ability to create co-branded collateral  
Priority consideration for joint marketing activities  

Partner Enablement Select Premier
Broadridge Product Access    
Access to Broadridge product suite for training, demonstration and proof of concept (where applicable)
Role-based Enablement    
Role-based enablement for Sales and Technical resources
Sales, technical tools and collateral including presentations, customer case studies,whitepapers,data sheets,demo templates and solution positioning
Comprehensive toolkits,e-learnings,and slide ware for horizontal use cases and industry solutions
Pre-Sales Support    
Access to pre-sales technical resources for joint opportunity pursuit
Access to technical resources for joint solution offering development  
Technical Support    
Access to Technical Support for Broadridge products(refer to product specific schedules for terms)

About Broadridge Financial Solutions, Inc.

Broadridge is a leading global provider of investor communications and technology-driven solutions to banks, broker-dealers, mutual funds and corporate issuers. Our services include investor communications, securities processing, and data and analytics solutions. In short, we provide the infrastructure that helps the financial services industry operate. With over 50 years of experience, we provide financial services firms with advanced, dependable, scalable and cost-effective integrated systems. Our systems help reduce the need for clients to make significant capital investments in operations infrastructure, thereby allowing them to increase their focus on core business activities.

We deliver a broad range of solutions that help our clients better serve their retail and institutional customers across the entire investment lifecycle, including pre-trade, trade, and post-trade processing. We serve a large and diverse client base across our five businesses: Bank/Broker-Dealer Investor Communication Solutions, Corporate Issuer Solutions, Advisor Solutions, Mutual Fund and Retirement Solutions, and Global Technology and Operations. Our businesses operate in two business segments: Investor Communication Solutions and Global Technology and Operations (formerly known as Securities Processing Solutions). For more information about Broadridge, please visit

How do I become a Broadridge Solutions Partner ?

Identify why your company would be well qualified to partner with Broadridge and complete the inquiry form.


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