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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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The right insights, right now

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

About Us

Sales and Asset Reporting

Deeper market intelligence to maximise sales

Enhance your targeted sales strategies and programmes with dynamic data. Our sales and asset reporting technology transforms shareholder and intermediary data into market intelligence to help evaluate sales trends, manage risk and identify new opportunities.

Stay ahead of product sales trends

Our wide set of distributor data improves market visibility and makes it easy to identify new opportunities by channel, distributor and region.

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Marketplace Transparency
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Automated Reporting
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Analysis by Channel/Firm/Rep
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Territory Mapping
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Market Share by Category
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Fund Intelligence Goes Global

Learn how Broadridge is expanding its sales and asset reporting for a global marketplace.

How We Can Help

More industry information for better insight

90%
Industry asset flows covered by our data.
900+
Distributors analysed for true industry insight.
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