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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

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+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

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+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

R•Wholesale Term

Comprehensive wholesale distribution

Provide a higher level of service to distributors while meeting industry standards. R•Wholesale Term is an end-to-end solution for all aspects of the wholesale distribution business for term deposits and high interest savings. It allows you to offer the full range of term deposits to multiple distributors with a single solution.

Better service, reduced effort

Easily configure products, services, rates and commissions and integrate with industry-standard trading frameworks to deliver a higher level of distributor service — all from a single platform for efficiency and cost-savings.

Configurable Dealer Preferences

Single Platform for CANNEX & GICSERV

Enriched Dealer Settlement

Automated Commissions

Automated Processes

PDF-Based Dealer Reporting

Video

Transform the Way You Service Customers

Stay ahead of regulatory change, product innovation and customer demands by transforming your wealth management lines of business. See why leading Canadian financial institutions choose our technology platforms to support over 15 million customer accounts.

How We Can Help

Driving Financial Services in Canada

600B+

Assets Under Management

Clients

42,000

Advisors

Want to see our global services?

Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Video Studio

Business Process Outsourcing

Capital Markets Disclosures

Cash Management

Collateral Management

Compliance and Regulatory Accounting Business Process Outsourcing

Connectivity

Consumer Preference and Profile Management

Control Solutions

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

Equity Trade Processing

Expense Management and Fee Validation

Expense Management Business Process Outsourcing

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

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

Reconciliation Business Process Outsourcing

Reference Data Business Process Outsourcing

Reference Data Management

Revenue Management and Fee Billing

Securities Finance

Virtual Shareholder Meeting

Visual Analytics