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Wealth

Client Focused Reforms Solutions

Tackle your CFR obligations with confidence.

Broadridge’s customer-centric, single-data, real-time design, will help you be ready not just for The Client-Focused Reforms (CFR) but for whatever comes next.

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Broadridge Compliance Module

Integrated enterprise solution for configurable CFR compliance.

Included Products

Broadridge Client Centric Compliance Management

With Broadridge’s customer-centric, single-data, real-time design, you’ll be ready not just for The Client-Focused Reforms [CFR] in 2021, but for whatever comes next. Our open architecture platform eases and expedites any major change, market or regulatory, while insulating and preserving the value in your legacy systems.

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KYP Comparison Solution

Broadridge has partnered with Skymantle Technologies to offer a tool to allow advisors to compare like-for-like securities through a simple to use interface, initiated through a single sign on (SSO) from Dataphile. The comparison solution can be called as part of pre-trade portfolio process or as part of the overall trade process.

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New and easy solution to address KYP for Client Focused Reforms

Wealth Management

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Bank Debt and Loan Trading

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Cash Management

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Compliance and Regulatory Accounting Business Process Outsourcing

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Consumer Preference and Profile Management

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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

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Print Delivery

Print Solutions

Professional Services

Proxy Management

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Financial Services