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Portfolio Securities Voting

Simplify proxy voting from start to finish

Meet all of your proxy voting needs — from management and tracking to reconciliation and reporting — affordably, efficiently and conveniently through our online portal. Portfolio Securities Voting from Broadridge helps mutual funds and ETF providers reduce the cost, time and risk associated with automated proxy voting management to help enhance and simplify portfolio management.

Manage, track and execute every vote on a single platform.

Vote according to customizable templates, independent research including MSCI, third-party recommendations, or your own policy guidelines.

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Automated Setup
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Convenient Alerts
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Integrated Research
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Intuitive Workflows
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Independent Insight
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Custom Reporting
How We Can Help

An industry leader in proxy management

Of U.S. brokers use Broadridge as their proxy voting partner.
Client revenue retention rate.
Fixed income and equity securities trades per day.
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