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Statements, Confirmations and Tax Reporting

Deliver documents to your clients securely and efficiently

Comprehensive report mining capabilities make automating daily business operations easy. Document delivery with PostEdge e-delivery helps you obtain consents, manage delivery preferences, archive documents and integrate electronic and print delivery.

Make document management easy and accurate with this web-based solution

PostEdge is a cost-effective, web-based system that lets you store and access daily back-office reports to simplify your operations. Access this system from desktop or remotely.

Transaction Confirmations

Account Statements

New Account Documents

Pre- and Post-Sale Disclosure

Annual and Interim Reports

Tax-Related Documents

How We Can Help

Dependably distribute communications

75% +

Of North American mailboxes are reached by Broadridge communications.

2.9B

Documents delivered for clients annually.

Resource

Recent Insights from the Wealth Industry

Broadridge brings you the latest market trends, insights and analysis that impact the wealth industry.

Wealth Management

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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 Alternative Investments Hub

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

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