The right insights, right now

Access the latest news, analysis and trends impacting your business.

About Broadridge


A Real-Time, Browser-Based Advisor Interface

Drive value and improve advisor productivity while focusing on growth. We provide streamlined, real-time access to servicing and sales tools through a feature-rich, browser-based advisor desktop. R•Desktop automates key processes to reduce manual effort and delivers rich insights to drive marketing and sales — all from a single interface.

An industry solution for productivity and growth

R•Desktop enables advisors to manage customers, accounts, assets, transactions and CRM data in real time. It provides a single source for account open, order entry, account services and sales tools.

icon product feature
Browser-Based Access
icon product feature
IIROC/MFDA Compliance
icon product feature
Real-Time Management
icon product feature
Automated, Pre-Processing Validation
icon product feature
Book-of-Business Tools
icon product feature
Performance Data

Transform the Way You Service Customers

Stay ahead of regulatory change, product innovation and customer demands by transforming your wealth management lines of business. See why leading Canadian financial institutions choose our technology platforms to support over 15 million customer accounts.

How We Can Help

Driving Financial Services in Canada

Assets Under Management

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.