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.

Winfund Digital Dealership

Configurable digital tools for independent Dealers and Advisors

Allow Advisors to offer their clients exceptional digital service while saving them time and winning client confidence. We give Dealers and Advisors the confidence that they are providing the best digital and mobile client experience to Investors.

Compliance Focused

We give Dealers and Advisors the confidence that they are providing the best digital and mobile client experience to Investors.

W.eSign

W.investor Web App

W.eStatements

W.fundfacts

Model Portfolios

W.api
(Web Services/API

W.eSign

Industry-leading electronic signature platform for prefilled forms
Secure electronic delivery and comprehensive audit trail
Fully integrated digital platform to protect personal information
Support for advisors in centralized, decentralized and hybrid dealer operations
Servicing nominee, client name and intermediary accounts

W.investor Web App (Investor Portal)

Digital investor app optimized for mobile and desktop devices
Configurable Investor portal showing portfolio and investment insights
Secure Investor self-registration process
Investor access to W.eSign electronically signed documents
Available self-serve options to update information and place trades

W.eStatements

Create and e-deliver CRM2 compliant Account Statements
Create and e-deliver regulatory statements and documents to investors
Create and e-deliver transaction confirmations
Enable investor self-subscribe and review of regulatory e-statements
Intelligent E-delivery of fund fact documents

Web Services/API

Secure third-party application access to the Winfund digital ecosystem
CRM, Portfolio Management and Robo Advisors
AI-powered Wealth Management
Onboarding solutions and Straight Through Processing (STP)

See Product Specifications

Let’s talk about
what’s next for you

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

REQUEST INFORMATION

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

Compliance and Regulatory Accounting Managed Services

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

Expense Management Managed Services

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 Reference Data Service

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

Post Trade Processing Managed Services

Pricing and Valuation

Print Delivery

Print Solutions

Professional Services

Proxy Management

Proxy Services

R•Digital

R•Funds

R•Wholesale Term

Reconciliation

Reconciliation Managed Services

Reference Data Management

Revenue Management and Fee Billing

Securities Finance

Virtual Shareholder Meeting

Segment Title

Solution Title

The right insights, right now

About Broadridge

How can we help?

Talk to us

Thank You for reaching out to us.

Winfund Digital Dealership

Configurable digital tools for independent Dealers and Advisors

Compliance Focused

We give Dealers and Advisors the confidence that they are providing the best digital and mobile client experience to Investors.

Let’s talk aboutwhat’s next for you

Thank you.

Let’s talk about
what’s next for you