Efficient, Scalable Operations for an Asset Manager Undergoing Tremendous Growth
Rapid growth and global expansion came with mounting operational challenges for an independent investment management firm.
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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.
Combine research and vote recommendations from multiple providers. Set up standing instructions to automate specific account votes according to policies.