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Partner Spotlight

Broadridge and Workiva

Creating an end-to-end solution for shareholder communications.

Broadridge and Workiva

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Workiva cloud solutions enable users to create shareholder communications in a connected, collaborative, and compliant environment. When complete, documents can be filed directly with the SEC or sent to other providers for printing and distribution. Workiva sought to deliver added value and convenience to its users by aligning with a partner who could integrate within the platform to provide design and print services at scale, along with flexible services and support.


Workiva and Broadridge forged a partnership, bringing together the market leader in SEC reporting cloud software with a leading investor communications firm. In partnership, Broadridge and Workiva enable customers to securely send documents directly to Broadridge for printing and distribution. This efficiency makes it easier for public companies to develop, design, and deliver their required shareholder communications.


Workiva customers can benefit from a single, secure, straight-through process for document creation, design, and printing from the Workiva platform. The Broadridge integration delivers enhanced value to Workiva customers–improving efficiency, saving time, and reducing cost.