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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
    - For Capital Markets
    - For Capital Markets
- 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
- Broadridge Funds Transfer Agency Solution
- Broadridge SFT Submission Service
- - Business Process Outsourcing
- - Capital Markets Disclosures
    - For Corporate Issuer
    - For Law Firms
- - Cash Management
    - For Capital Markets
    - For Capital Markets
- Client Portal
- - Collateral Management
- Communication Cloud
- - Compliance and Regulatory Accounting Business Process Outsourcing
    - For Capital Markets
    - For Wealth Management Firms
- 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
    - For Capital Markets
    - For Capital Markets
- Corporate Action Services
- - Credit and Market Risk
- Custody Expense Management
- 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
- Distributed Ledger Repo (DLR)
- - 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
    - For Capital Markets
    - For Wealth Management Firms
- 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
- Market Analytics
- Mobile App
- North American Post-Trade Business Process Outsourcing
- - Operational Risk Management
- 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 Business Process Outsourcing
- - Pricing and Valuation
- - Print Delivery
- - Print Solutions
    - For Corporate Issuer
    - For Law Firms
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Distribution Solutions
- - Proxy Management
- - 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
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Business Process Outsourcing
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Management
- Regulatory Trade and Transaction Reporting
- 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
- - Visual Analytics
- 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
- Data and Technology
- Finance
- Governance, Risk and Compliance
- Operations
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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
    - For Capital Markets
    - For Capital Markets
- 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
- Broadridge Funds Transfer Agency Solution
- Broadridge SFT Submission Service
- - Business Process Outsourcing
- - Capital Markets Disclosures
    - For Corporate Issuer
    - For Law Firms
- - Cash Management
    - For Capital Markets
    - For Capital Markets
- Client Portal
- - Collateral Management
- Communication Cloud
- - Compliance and Regulatory Accounting Business Process Outsourcing
    - For Capital Markets
    - For Wealth Management Firms
- 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
    - For Capital Markets
    - For Capital Markets
- Corporate Action Services
- - Credit and Market Risk
- Custody Expense Management
- 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
- Distributed Ledger Repo (DLR)
- - 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
    - For Capital Markets
    - For Wealth Management Firms
- 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
- Market Analytics
- Mobile App
- North American Post-Trade Business Process Outsourcing
- - Operational Risk Management
- 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 Business Process Outsourcing
- - Pricing and Valuation
- - Print Delivery
- - Print Solutions
    - For Corporate Issuer
    - For Law Firms
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Distribution Solutions
- - Proxy Management
- - 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
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Business Process Outsourcing
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Management
- Regulatory Trade and Transaction Reporting
- 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
- - Visual Analytics
- W.insurance
- Web Hosting and Document Conversion
- Winfund Digital Dealership
- Winfund W.investment
Consulting Services
Providing you with actionable insight and proven execution

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Reference Data Business Process Outsourcing

Reference, pricing and corporate actions data management

Meet rising regulatory demands for data consistency, transparency and accuracy while lowering total cost of ownership. Our business process outsourcing offers tailored solutions to the challenges of gathering, cleansing and distributing reference data.

An SLA-driven single solution to delivering quality reference data

Our Reference Data Business Process Outsourcing helps you respond to changing regulations while preserving your capital resources. It combines technology and human capital in an easy, flexible and effectively tailored delivery model.

Efficient and Transparent

Decreased Operational Risk

Cost-Efficient Data Cleansing

Seven Dimensions of Data Quality

Outsourced data management solutions with flexible implementation

Our outsourced data management solutions offer scalable exception processing. Centralize your end-of-day pricing and security and corporate action information with our flexible deployment model. Data processing is delivered by our experienced operations staff, tuned to your requirements and backed by SLAs.

How We Can Help

Tangible ROI and client service benefits

40%

Average data quality improvement.

30%

Estimated TCO savings.

Best managed service for reference data for three consecutive years, according to Inside Reference Data.

Article

Clearing the Path to a Managed Data Service

Capital Markets

White Paper

Restructuring for Profitability

White Paper

The Service Value Chain: How Data Management Powers Performance

Fact Sheet

Managed Data Services

Press Release

Broadridge Wins “Best Managed Service for Reference Data” for Third Consecutive Year at the Inside Reference Data Awards 2015

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what’s next for you

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

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+1 877 694 4114

Capital Markets

Optimize your operating model with business process outsourcing

Explore how your firm can benefit from our best-in-class technology and operations outsourcing for capital markets.

Post-Trade Business Process Outsourcing

Reference Data Business Process Outsourcing

Reconciliation Business Process Outsourcing

Expense Management Business Process Outsourcing

Compliance and Regulatory Accounting Business Process Outsourcing

See More Products

Broadridge, a global Fintech leader with
over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for our clients and help them get ahead of today’s challenges
to capitalize on what’s next.

Company Info

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Industry Solutions

Asset Management Capital Markets Consumer Finance Corporations Healthcare Insurance Retail Banking Telecom Utilities Wealth Management

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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

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

EDGARForms

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