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Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.
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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
How We Can Help

Driving Financial Services in Canada

600B+
Assets Under Management
64
Clients
42,000
Advisors
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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