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Wealth Management Firms

Advance control, risk and support services

Improve controls and support business growth with leading solutions for proxy, regulatory reporting, tax, data and insights, billing and expense, reconciliation and more.

Included Products

Securities-Based Lending in the Cloud

Take control with an SBL solution built for the realities of your business.

Advisor Compensation

Enhance advisor retention with streamlined compensation and incentive management.

Beneficial Proxy Services

A proven solution for fulfilling your clients’ proxy regulatory requirements.

Proxy Management

Enhance corporate governance with our comprehensive, automated global and local proxy voting solution.

Tax Solutions

Ease the tax reporting burden with solutions that enable you to focus on your core business objectives.

Data Aggregation and Financial Reporting

Provide a better client experience with enhanced data and analytics.

Global Securities Class Action

Easily identify global recovery opportunities on all investment positions.

Operational Risk Management

Evaluate and optimize your end-to-end trade processes and monitor risk in real time, lessening failed trade risk.

Reconciliation

Gain a new level of operational control and efficiency through our SWIFT-accredited reconciliation solution.

Reference Data Management

Streamline the acquisition, cleansing, storage and distribution of global enterprise-wide pricing and reference data.

Billing and Expense Management

Improve expense calculation accuracy and streamline invoicing, gaining capital efficiency and business insights.

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Broadridge, The Next Generation Wealth Management Partner

Learn why Broadridge is your partner for delivering the next generation wealth management experience.

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