Client Portal

Get instant access to critical information

Work smarter every day with detailed reporting and advanced search capabilities.The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks.

Our Client Portal helps you achieve more with less

Boost efficiency by using the Client Portal to access shareholder data and other important information. From accessing on-demand reports to monitoring real-time voting results, the Client Portal serves to make your life easier.

Get Real-Time Intelligence
Access Critical Reports in Real-Time
Set Up Alerts
Single Dashboard For All Activity
Streamline Processes
See Everything in One Place

View Essential Information—in One Place

The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts.

How We Can Help

Instant access to the information and tools you need

Access to critical information.
Reporting templates.
Broadridge Request Information Form Broadridge Request Information Form

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.