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Wealth Management Firms

Advance control, risk and support services

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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.
see product

Advisor Compensation

Enhance advisor retention with streamlined compensation and incentive management.
see product

Beneficial Proxy Services

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

Proxy Management

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

Tax Solutions

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

Data Aggregation and Financial Reporting

Provide a better client experience with enhanced data and analytics.
see product

Global Securities Class Action

Easily identify global recovery opportunities on all investment positions.
see product

Operational Risk Management

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

Reconciliation

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

Reference Data Management

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

Billing and Expense Management

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

Recent Insights from the Wealth Industry
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Recent Insights from the Wealth Industry

Broadridge brings you the latest market trends, insights and analysis that impact the wealth industry.
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Wealth Management Firms

Explore more solutions for advisors

Integrated front, middle and back office solutions help you improve operational efficiency, reduce risk and enhance client relationships to drive better business performance.
Enhance advisor marketing
Enhance client experience with dynamic advisor tools
Transform regulatory and customer communications
Advance control, risk and support services
Transform your trade life cycle
Optimize your operating model with business process outsourcing
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