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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.
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Streamline Manufacturing and Distribution

Margins are getting tighter and risk penalities higher. How will you adapt?


With Broadridge's Fund Transfer Agency Solution you can deliver better and more personalized service that is automated to bring your cost to serve down while automating your compliance. Integrated asset management, robust order processing and flexible product capabilities. Includes trust accounting, general ledgers and complete back office support.

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Increase your speed to market and improve cost efficiencies.

The Broadridge Funds Transfer Agency Solution is optimized for Broadridge enterprise distribution systems and designed to address the specific needs of financial institutions who have integrated manufacturing and distribution services.

  • Surpass competitors with support for front-end, deferred, no load and fund families
  • Accelerate product launches with built-in compliance tracking for all account types
  • Easily outsource regulatory and tax technology compliance to focus on business growth
  • Manage multiple fund companies on a single platform with complete back-office support
  • Multi-company support boosts efficiency for large financial institutions and third-party administrators

Streamline Manufacturing and Distribution Services

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