Broadridge uses cookies to give you the best experience of the website. By continuing to browse, you agree to use of Broadridge's cookies. Find out more about cookies and how we use them.

Want to see our global services?

Remember your selection and close this message. Your browser must accept cookies. Broadridge uses cookies to give you the best experience of the website. By continuing to browse, you agree to the use of Broadridge's cookies. View our Privacy & Cookie Policy.

Visit our U.S. website Stay on the Canada site

Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

talk to us

Solutions & Products Insights About Us Client Support talk to us

Financial Services
Expert solutions for financial services for over five decades
Corporations
Streamline securityholder communications and management
- Corporate Issuer
  Corporate Treasury
  - Increase efficiencies in managing cash and risk
  Others
Telecom
Attract, engage and retain customers by creating dynamic experiences
Utilities
Deliver exceptional experiences across communication channels
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- Account Charges, Compensation and Performance Reporting
- Account Statements
- Advisor Compensation
- - Advisor Content Communication Platform
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- Advisor Desktop Solutions
- - Advisor Resource Centre
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Advisor Websites
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Annual Compliance
    - For Corporate Issuer
    - For Law Firms
- Asset Servicing
- Automated Publishing for Fund Reporting
- - Bank Debt and Loan Trading
- Banking Book Collateral Management
- - Beneficial Proxy Services
    - For Law Firms
    - For Wealth Management Firms
- - Billing and Expense Management
    - For Capital Markets
    - For Wealth Management Firms
- - Capital Markets Disclosures
    - For Corporate Issuer
    - For Law Firms
- Cash Management
- Client Portal
- - Collateral Management
- Communication Cloud
- Compliance and Regulatory Accounting Business Process Outsourcing
- Compliance and Regulatory Accounting Managed Services
- Compliance Reporting
- - Connectivity
    - For Capital Markets
    - For Wealth Management Firms
- Consent Collection and Preference Management
- - Consumer Preference and Profile Management
- Content Design and Management
- Control Solutions
- Corporate Action Services
- - Credit and Market Risk
- Customer and Advisor Mailbox
- - Customer Communications
- Data Aggregation and Financial Reporting
- - Data Management and Archival
- - Data Management, Analytics and Reporting
- Data Management, Warehouse and Reporting
- - Derivatives Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Digital Delivery
- - Digital Document Delivery
    - For ETF Providers
    - For Institutional Investors
- - Digital Experience Management
- Digital Information Onboarding
- Digital Marketing Campaigns
- - Direct Marketing
- - Document Composition
- Document Fulfilment
- - EDGARForms
    - For Corporate Issuer
    - For Law Firms
- End-to-end Securities-Based Lending
- Enhanced Packaging
- Enhanced Proxy Design
- - Equity Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- European Fund Market Intelligence
- - Expense Management and Fee Validation
    - For Global Investment Managers
    - For Institutional Investors
- Expense Management Business Process Outsourcing
- Expense Management Managed Services
- Financial Reporting
- - Financial Statement and MRFP Delivery Solution
    - For ETF Providers
    - For Global Investment Managers
- - Fixed Income Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- - Global Post Trade Management
    - For Capital Markets
    - For Wealth Management Firms
- - Global Securities Class Action
    - For ETF Providers
    - For Wealth Management Firms
- Global Securities Class Action Services
- - Global SWIFT Services
- Global Tax Reclaim and State Tax Reporting
- Institutional Market Intelligence
- Intermediary Fee Management
- - Intraday Risk Monitoring
    - For Alternative Managers
    - For Global Investment Managers
- - Investment Accounting
- Managed Reference Data Service
- - Managed Services, Hosting and Integration
- Market Analytics
- - Mobile App
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- Performance Analytics
- - Performance and Attribution
- - Performance Dashboards and Operational Reports
- Point-of-Sale Prospectus
- - Portfolio and Order Management
- Portfolio Management for CLO’s
- Portfolio Management for Private Debt
- - Portfolio Securities Voting
- - Post Trade and Regulatory Compliance
    - For Alternative Managers
    - For Global Investment Managers
- Post Trade Processing Managed Services
- Post-Trade Business Process Outsourcing
- - Pricing and Valuation
- - Print Delivery
- - Print Solutions
    - For Corporate Issuer
    - For Law Firms
- Private Fund Compliance Reporting
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Distribution Solutions
- - Proxy Management
    - For Capital Markets
    - For Wealth Management Firms
- - Proxy Services
- ProxyVote™
- R•Broker
- R•Desktop
- - R•Digital
- - R•Funds
    - For Retail Banking
    - For Wealth Management Firms
- R•Term
- R•Wealth
- - R•Wholesale Term
    - For Retail Banking
    - For Wealth Management Firms
- Rapid Onboarding
- - Reconciliation
- Reconciliation Business Process Outsourcing
- Reconciliation Managed Services
- Reference Data Business Process Outsourcing
- - Reference Data Management
- Revenue and Expense Management
- - Revenue Management and Fee Billing
- Risk and Transparency Reporting
- Sales and Asset Reporting
- - Securities Finance
- Securities-Based Lending in the Cloud
- Securityholder Data Services and Advanced Analytics
- Share Management Solution
- Shareholder Meeting Registration
- Statements, Confirmations and Tax Reporting
- Tax Solutions
- - Virtual Shareholder Meeting
    - For Corporate Issuer
    - For Law Firms
- W.insurance
- Web Hosting and Document Conversion
- Winfund Digital Dealership
- Winfund W.investment
Consulting Services
Providing you with actionable insight and proven execution
- Practice Areas
- Communications and Customer Experience
- Data and Technology
- Finance
- Governance, Risk and Compliance
- Operations
Search

Solutions & Products
Insights
About Us
Client Support
Search

Financial Services
Expert solutions for financial services for over five decades
Corporations
Streamline securityholder communications and management
- Corporate Treasury
- Increase efficiencies in managing cash and risk
Telecom
Attract, engage and retain customers by creating dynamic experiences
Utilities
Deliver exceptional experiences across communication channels
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- Account Charges, Compensation and Performance Reporting
- Account Statements
- Advisor Compensation
- - Advisor Content Communication Platform
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- Advisor Desktop Solutions
- - Advisor Resource Centre
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Advisor Websites
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Annual Compliance
    - For Corporate Issuer
    - For Law Firms
- Asset Servicing
- Automated Publishing for Fund Reporting
- - Bank Debt and Loan Trading
- Banking Book Collateral Management
- - Beneficial Proxy Services
    - For Law Firms
    - For Wealth Management Firms
- - Billing and Expense Management
    - For Capital Markets
    - For Wealth Management Firms
- - Capital Markets Disclosures
    - For Corporate Issuer
    - For Law Firms
- Cash Management
- Client Portal
- - Collateral Management
- Communication Cloud
- Compliance and Regulatory Accounting Business Process Outsourcing
- Compliance and Regulatory Accounting Managed Services
- Compliance Reporting
- - Connectivity
    - For Capital Markets
    - For Wealth Management Firms
- Consent Collection and Preference Management
- - Consumer Preference and Profile Management
- Content Design and Management
- Control Solutions
- Corporate Action Services
- - Credit and Market Risk
- Customer and Advisor Mailbox
- - Customer Communications
- Data Aggregation and Financial Reporting
- - Data Management and Archival
- - Data Management, Analytics and Reporting
- Data Management, Warehouse and Reporting
- - Derivatives Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Digital Delivery
- - Digital Document Delivery
    - For ETF Providers
    - For Institutional Investors
- - Digital Experience Management
- Digital Information Onboarding
- Digital Marketing Campaigns
- - Direct Marketing
- - Document Composition
- Document Fulfilment
- - EDGARForms
    - For Corporate Issuer
    - For Law Firms
- End-to-end Securities-Based Lending
- Enhanced Packaging
- Enhanced Proxy Design
- - Equity Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- European Fund Market Intelligence
- - Expense Management and Fee Validation
    - For Global Investment Managers
    - For Institutional Investors
- Expense Management Business Process Outsourcing
- Expense Management Managed Services
- Financial Reporting
- - Financial Statement and MRFP Delivery Solution
    - For ETF Providers
    - For Global Investment Managers
- - Fixed Income Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- - Global Post Trade Management
    - For Capital Markets
    - For Wealth Management Firms
- - Global Securities Class Action
    - For ETF Providers
    - For Wealth Management Firms
- Global Securities Class Action Services
- - Global SWIFT Services
- Global Tax Reclaim and State Tax Reporting
- Institutional Market Intelligence
- Intermediary Fee Management
- - Intraday Risk Monitoring
    - For Alternative Managers
    - For Global Investment Managers
- - Investment Accounting
- Managed Reference Data Service
- - Managed Services, Hosting and Integration
- Market Analytics
- - Mobile App
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- Performance Analytics
- - Performance and Attribution
- - Performance Dashboards and Operational Reports
- Point-of-Sale Prospectus
- - Portfolio and Order Management
- Portfolio Management for CLO’s
- Portfolio Management for Private Debt
- - Portfolio Securities Voting
- - Post Trade and Regulatory Compliance
    - For Alternative Managers
    - For Global Investment Managers
- Post Trade Processing Managed Services
- Post-Trade Business Process Outsourcing
- - Pricing and Valuation
- - Print Delivery
- - Print Solutions
    - For Corporate Issuer
    - For Law Firms
- Private Fund Compliance Reporting
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Distribution Solutions
- - Proxy Management
    - For Capital Markets
    - For Wealth Management Firms
- - Proxy Services
- ProxyVote™
- R•Broker
- R•Desktop
- - R•Digital
- - R•Funds
    - For Retail Banking
    - For Wealth Management Firms
- R•Term
- R•Wealth
- - R•Wholesale Term
    - For Retail Banking
    - For Wealth Management Firms
- Rapid Onboarding
- - Reconciliation
- Reconciliation Business Process Outsourcing
- Reconciliation Managed Services
- Reference Data Business Process Outsourcing
- - Reference Data Management
- Revenue and Expense Management
- - Revenue Management and Fee Billing
- Risk and Transparency Reporting
- Sales and Asset Reporting
- - Securities Finance
- Securities-Based Lending in the Cloud
- Securityholder Data Services and Advanced Analytics
- Share Management Solution
- Shareholder Meeting Registration
- Statements, Confirmations and Tax Reporting
- Tax Solutions
- - Virtual Shareholder Meeting
    - For Corporate Issuer
    - For Law Firms
- W.insurance
- Web Hosting and Document Conversion
- Winfund Digital Dealership
- Winfund W.investment
Consulting Services
Providing you with actionable insight and proven execution

Segment Title

Solution Title

The right insights, right now

Access the latest news, analysis and trends impacting your business.

EXPLORE ALL INSIGHTS

Explore our insights by topic:

About Broadridge

Global websites:

How can we help?

Learn about our partner program Speak with a sales representative Get client support

COVID-19 Resources

Additional Broadridge resource:

View our Contact Us page for additional information.

Back

Talk to us

One of our sales representatives will contact you about your submission.

Welcome back, {firstName lastName}.

Not {firstName}? Clear the form.

elqForm datalayerheadercomment87 comment88 elqcustGUID segment

fstname

lstname

workemail

businessphone

company

jobtitle

country

comments

Want to speak with a sales representative?

+1 800 353 0103

North America

+44 (0)20 7551 3000

EMEA

+65 6438 1144

APAC

Thank You for reaching out to us.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Article

Seven ways the client-focused reforms will change wealth management

These reforms provide forward-looking firms and their advisors with an opportunity to transform their processes and technology.

Donna Bristow

Chief Product Officer, Wealth
Broadridge Financial Solutions, Inc.

Consider the forces affecting the way Canadians manage their financial lives and plan for retirement and there’s a common theme apparent. The broad push toward lower fees, greater digitization, holistic planning and democratization of financial tools is putting more control into the hands of everyday investors and changing the role of financial advisors permanently. The next major step in the shift toward greater client centricity....read more on the Globe and Mail.

Read the article

Want to see our global services?

Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Customer Communications

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Document Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Equity Trade Processing

Expense Management and Fee Validation

Financial Statement and MRFP Delivery Solution

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Post Trade Management

Global Securities Class Action

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

Managed Services, Hosting and Integration

Mobile App

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

Print Solutions

Professional Services

Proxy Management

Proxy Services

R•Digital

R•Funds

R•Wholesale Term

Reconciliation

Reference Data Management

Revenue Management and Fee Billing

Securities Finance

Virtual Shareholder Meeting