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About Broadridge

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.

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Support for front-end, deferred and no load fund families
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Built-in compliance tracking for all account types
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Outsource regulatory and tax technology compliance
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Manage multiple fund companies on a single platform
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Multi-company support
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Integrate with the full Wealth platform on the same normalized data and system framework

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

Assets Under Management

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