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Broadridge Funds Transfer Agency Solution

Streamline manufacturing and distribution services

Create rapid change with maximum flexibility with the only Transfer Agency Solution in Canada built to a modern technical standard. This fully integrated system includes trust accounting, general ledgers and complete back office support.

Increase your speed to market and improve cost efficiencies

This multi-company solution operates on a single platform to provide large financial institutions and third-party administrators integrated asset management, robust order processing and flexible product capabilities.

Support for front-end, deferred and no load fund families

Built-in compliance tracking for all account types

Outsource regulatory and tax technology compliance

Manage multiple fund companies on a single platform

Multi-company support

Integrate with the full Wealth platform on the same normalized data and system framework

Streamline manufacturing and distribution services

The Broadridge Funds Transfer Agency Solution is optimized for Broadridge enterprise distribution systems and designed to address the specific needs of financial institutions who have integrated manufacturing and distribution services.

Video

Streamline Manufacturing and Distribution Services

For most wealth firms, cost to serve grows with each product their client acquires … even more so as compliance requirements rise. As a result, margins decline. Siloed systems mean that starting a new fund is costly and cumbersome.

How We Can Help

Driving Financial Services in Canada

600B+

Assets Under Management

Clients

42,000

Advisors

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

Broadridge Video Studio

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

Reference Data Business Process Outsourcing

Reference Data Management

Revenue Management and Fee Billing

Securities Finance

Virtual Shareholder Meeting

Visual Analytics