What is asset servicing?

Asset servicing refers to the operational processes that support the administration of securities, such as corporate actions, class actions, income collection, tax reporting, and proxy management on behalf of investors. As training volumes grow, firms seek to digitize these processes to improve speed, efficiency, and transparency.

How does Broadridge’s asset servicing solution support financial institutions?

Our end-to-end platform automates and streamlines complex middle- and back-office functions to reduce risk, improve efficiency, and help firms comply with global regulatory requirements.

What types of organizations use Broadridge asset servicing solutions?

Banks, global custodians, broker-dealers, wealth managers, and other financial institutions rely on Broadridge to service client assets at scale with streamlined data.

How does automation improve asset servicing?

Automation reduces manual touchpoints, lowers operational risk, and improves accuracy in areas like reconciliations, tax reporting, and corporate actions processing.

2027 Guide to Proxy Design

Key strategies and design examples to elevate your proxy statement

Download the guide

This guide is organized by topic, showcasing five proven design strategies. Each section provides practical tips and illustrates real-world examples you can implement right now. Examples are hyperlinked to their respective documents.

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