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Financial Services
Expert solutions for financial services for over five decades
Corporations
Streamline shareholder communications and management Learn More
- Corporate Issuer
  Corporate Treasury
  - Increase efficiencies in managing cash and risk
  Law Firms
  Non-Listed Issuer
  - Enhanced shareholder engagement for alternative investments
Healthcare
Improve the member and patient experience across the wellness journey Learn More
Telecom
Attract, engage and retain customers by creating dynamic experiences Learn More
Utilities
Deliver exceptional experiences across communication channels Learn More
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- 15(c) Board Reporting
- - 22c-2 Compliance
    - For Mutual Funds and ETF Providers
    - For Retirement Services Providers
- Advisor Compensation
- Advisor Desktop Solutions
- - Advisor Resource Center
- Advisor Targeting
- - Advisor Websites
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- - Annual Compliance
    - For Corporate Issuer
    - For Law Firms
- - Asset Servicing
    - For Capital Markets
    - For Wealth Management Firms
- Association Election Management
- - Bank Debt and Loan Trading
- Banking Book Collateral Management
- - Beneficial Proxy Services
- - Billing and Expense Management
    - For Capital Markets
    - For Wealth Management Firms
- Branded Shareholder Portal
- Broadridge Intelligent Analytics
- Call Center
- - Capital Markets Disclosures
    - For Corporate Issuer
    - For Law Firms
- - Cash Management
    - For Capital Markets
    - For Wealth Management Firms
- Client Information Management
- Client Portal
- - Collateral Management
- Communications Consulting
- - Compliance and Regulatory Accounting Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Compliance Reporting
- Composition and Automated Publishing for Marketers
- Composition and Publishing for Legal Documents
- - Connectivity
- - Consumer Preference and Profile Management
- Content Design and Management
- Content Management and Distribution
- - Continuing Education
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Corporate Action
- Corporate Action Services
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Data Aggregation and Financial Reporting
- Data Control Intelligent Automation
- Data Control Messaging and Connectivity
- Data Control Reconciliations
- - Data Management and Archival
- Data Management Warehouse and Reporting
- - Data Management, Analytics and Reporting
- - Derivatives Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Digital Delivery
- Digital Document Delivery
- - Digital Experience Management
- Digital Marketing Campaigns
- Digital Proxy
- - Direct Marketing
- Disclosures for Mutual Funds
- Distributed Marketing Solution
- Distribution 360
- DLT Repo
- - Document Composition
- Document Composition and SEC Filing
- Dynamically Manage Complex Content
- eCards and Email Marketing
- - EDGARForms
    - For Corporate Issuer
    - For Law Firms
- - Enhanced Packaging
    - For Corporate Issuer
    - For Non-Listed Issuer
- - Enhanced Proxy Design
    - For Corporate Issuer
    - For Law Firms
- - Equity Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - ESG Advisory Services
    - For Corporate Issuer
    - For Law Firms
- - Expense Management and Fee Validation
    - For Global Investment Managers
    - For Institutional Investors
- - Expense Management Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Fact Sheets
- Fee Billing
- - Financial Reporting
    - For Corporate Issuer
    - For Mutual Funds and ETF Providers
- - Fixed Income Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Full Service Tender Processing
- Fully Paid Lending
- Fund Budgeting and Accruals
- Fund Investor Portal
- Fund Partner Reporting
- Global Market Intelligence
- Global Post Trade Management
- - Global Securities Class Action Services
- - Global SWIFT Services
- Global Tax Reclaim and State Tax Reporting
- Institutional Market Intelligence
- - Intelligent Prospecting
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Interactive Online Document Management
- Intermediary Fee Manager
- - Intraday Risk Monitoring
    - For Alternative Managers
    - For Global Investment Managers
- - Investment Accounting
- Investor and Advisor Mailbox
- IPO End to End Services
- Key Information Documents
- Local Business Listings
- - Managed Reference Data Service
    - For Capital Markets
    - For Wealth Management Firms
- - Managed Services, Hosting and Integration
- Market Analytics
- MiFID II Compliance
- Mortgage Backed Securities
- Multi asset Post Trade Management
- Multi-Channel Participant Communications
- Mutual Fund Data and Suitability
- - Newsletters
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Notice and Access & Inventory Management and Fulfillment
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- Performance Analytics
- - Performance and Attribution
- - Performance Dashboards and Operational Reports
- Plan Sponsor Communications
- Point-of-Sale Prospectus
- - Portfolio and Order Management
- Portfolio Management for CLOs
- Portfolio Management for Private Debt
- - Portfolio Securities Voting
- - Post Trade and Regulatory Compliance
    - For Alternative Managers
    - For Global Investment Managers
- Post Trade Control Solutions
- - Post Trade Processing Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Post Trade Processing Managed Services for EMEA and APAC
- - Pricing and Valuation
- - Print Delivery and Postal Optimization
- - Print Marketing
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Print Solutions
- - Private Fund Compliance Reporting
    - For Alternative Managers
    - For Private Debt
- Property and Casualty Websites
- Proxy Management
- Proxy Policies and Insights
- - Proxy Services
    - For Institutional Investors
    - For Mutual Funds and ETF Providers
- - ProxyVote
    - For Corporate Issuer
    - For Non-Listed Issuer
- - Rapid Onboarding
- - Reconciliation
- Reconciliation for Corporate Treasury
- - Reconciliation Managed Services
- - Reference Data Management
- - Registered Proxy Services
- Regulatory and Investor Communications
- - Regulatory Communications
    - For Mutual Funds and ETF Providers
    - For Retirement Services Providers
- Regulatory Trade and Transaction Reporting
- Retirement Readiness
- Revenue and Expense Management
- - Revenue Management and Fee Billing
- Revport custodian bank billing management
- Risk and Transparency Reporting
- - Sales and Asset Reporting
    - For Mutual Funds and ETF Providers
    - For Retirement Services Providers
- SEC Rule 30e-3
- Securities Based Lending in the Cloud
- - Securities Finance
- - Seminars
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Share Management Solution
- Shareholder Communications
- - Shareholder Data Services
    - For Corporate Issuer
    - For Non-Listed Issuer
- Shareholder Meeting Registration
- Smart Solutions for Reg BI
- - SmartRoom
    - For Corporate Issuer
    - For Law Firms
- SocialSpeaks
- - Sponsored Name Placement
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- - Stock Transfer
    - For Corporate Issuer
    - For Law Firms
- Streamline Reg BI disclosures end to end
- - Tax Services
    - For Trust Services Providers
    - For Wealth Management Firms
- Trading Platforms
- Translation Services
- Trust and Custody Services
- Vdr
- - Virtual Shareholder Meeting
    - For Corporate Issuer
    - For Law Firms
- - Wealth Insight Services
    - For Trust Services Providers
    - For Wealth Management Firms
- Welcome Kits and ID Cards
Consulting Services
Providing you with actionable insight and proven execution
- Practice Areas
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- Data and Technology
- Finance
- Governance, Risk and Compliance
- Operations
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About Us
Client Support
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Financial Services
Expert solutions for financial services for over five decades
Corporations
Streamline shareholder communications and management
- Corporate Treasury
- Increase efficiencies in managing cash and risk
- Non-Listed Issuer
- Enhanced shareholder engagement for alternative investments
Healthcare
Improve the member and patient experience across the wellness journey
Telecom
Attract, engage and retain customers by creating dynamic experiences
Utilities
Deliver exceptional experiences across communication channels
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- 15(c) Board Reporting
- - 22c-2 Compliance
    - For Mutual Funds and ETF Providers
    - For Retirement Services Providers
- Advisor Compensation
- Advisor Desktop Solutions
- - Advisor Resource Center
- Advisor Targeting
- - Advisor Websites
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- - Annual Compliance
    - For Corporate Issuer
    - For Law Firms
- - Asset Servicing
    - For Capital Markets
    - For Wealth Management Firms
- Association Election Management
- - Bank Debt and Loan Trading
- Banking Book Collateral Management
- - Beneficial Proxy Services
- - Billing and Expense Management
    - For Capital Markets
    - For Wealth Management Firms
- Branded Shareholder Portal
- Broadridge Intelligent Analytics
- Call Center
- - Capital Markets Disclosures
    - For Corporate Issuer
    - For Law Firms
- - Cash Management
    - For Capital Markets
    - For Wealth Management Firms
- Client Information Management
- Client Portal
- - Collateral Management
- Communications Consulting
- - Compliance and Regulatory Accounting Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Compliance Reporting
- Composition and Automated Publishing for Marketers
- Composition and Publishing for Legal Documents
- - Connectivity
- - Consumer Preference and Profile Management
- Content Design and Management
- Content Management and Distribution
- - Continuing Education
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Corporate Action
- Corporate Action Services
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Data Aggregation and Financial Reporting
- Data Control Intelligent Automation
- Data Control Messaging and Connectivity
- Data Control Reconciliations
- - Data Management and Archival
- Data Management Warehouse and Reporting
- - Data Management, Analytics and Reporting
- - Derivatives Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Digital Delivery
- Digital Document Delivery
- - Digital Experience Management
- Digital Marketing Campaigns
- Digital Proxy
- - Direct Marketing
- Disclosures for Mutual Funds
- Distributed Marketing Solution
- Distribution 360
- DLT Repo
- - Document Composition
- Document Composition and SEC Filing
- Dynamically Manage Complex Content
- eCards and Email Marketing
- - EDGARForms
    - For Corporate Issuer
    - For Law Firms
- - Enhanced Packaging
    - For Corporate Issuer
    - For Non-Listed Issuer
- - Enhanced Proxy Design
    - For Corporate Issuer
    - For Law Firms
- - Equity Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - ESG Advisory Services
    - For Corporate Issuer
    - For Law Firms
- - Expense Management and Fee Validation
    - For Global Investment Managers
    - For Institutional Investors
- - Expense Management Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Fact Sheets
- Fee Billing
- - Financial Reporting
    - For Corporate Issuer
    - For Mutual Funds and ETF Providers
- - Fixed Income Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Full Service Tender Processing
- Fully Paid Lending
- Fund Budgeting and Accruals
- Fund Investor Portal
- Fund Partner Reporting
- Global Market Intelligence
- Global Post Trade Management
- - Global Securities Class Action Services
- - Global SWIFT Services
- Global Tax Reclaim and State Tax Reporting
- Institutional Market Intelligence
- - Intelligent Prospecting
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Interactive Online Document Management
- Intermediary Fee Manager
- - Intraday Risk Monitoring
    - For Alternative Managers
    - For Global Investment Managers
- - Investment Accounting
- Investor and Advisor Mailbox
- IPO End to End Services
- Key Information Documents
- Local Business Listings
- - Managed Reference Data Service
    - For Capital Markets
    - For Wealth Management Firms
- - Managed Services, Hosting and Integration
- Market Analytics
- MiFID II Compliance
- Mortgage Backed Securities
- Multi asset Post Trade Management
- Multi-Channel Participant Communications
- Mutual Fund Data and Suitability
- - Newsletters
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Notice and Access & Inventory Management and Fulfillment
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- Performance Analytics
- - Performance and Attribution
- - Performance Dashboards and Operational Reports
- Plan Sponsor Communications
- Point-of-Sale Prospectus
- - Portfolio and Order Management
- Portfolio Management for CLOs
- Portfolio Management for Private Debt
- - Portfolio Securities Voting
- - Post Trade and Regulatory Compliance
    - For Alternative Managers
    - For Global Investment Managers
- Post Trade Control Solutions
- - Post Trade Processing Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Post Trade Processing Managed Services for EMEA and APAC
- - Pricing and Valuation
- - Print Delivery and Postal Optimization
- - Print Marketing
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Print Solutions
- - Private Fund Compliance Reporting
    - For Alternative Managers
    - For Private Debt
- Property and Casualty Websites
- Proxy Management
- Proxy Policies and Insights
- - Proxy Services
    - For Institutional Investors
    - For Mutual Funds and ETF Providers
- - ProxyVote
    - For Corporate Issuer
    - For Non-Listed Issuer
- - Rapid Onboarding
- - Reconciliation
- Reconciliation for Corporate Treasury
- - Reconciliation Managed Services
- - Reference Data Management
- - Registered Proxy Services
- Regulatory and Investor Communications
- - Regulatory Communications
    - For Mutual Funds and ETF Providers
    - For Retirement Services Providers
- Regulatory Trade and Transaction Reporting
- Retirement Readiness
- Revenue and Expense Management
- - Revenue Management and Fee Billing
- Revport custodian bank billing management
- Risk and Transparency Reporting
- - Sales and Asset Reporting
    - For Mutual Funds and ETF Providers
    - For Retirement Services Providers
- SEC Rule 30e-3
- Securities Based Lending in the Cloud
- - Securities Finance
- - Seminars
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Share Management Solution
- Shareholder Communications
- - Shareholder Data Services
    - For Corporate Issuer
    - For Non-Listed Issuer
- Shareholder Meeting Registration
- Smart Solutions for Reg BI
- - SmartRoom
    - For Corporate Issuer
    - For Law Firms
- SocialSpeaks
- - Sponsored Name Placement
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- - Stock Transfer
    - For Corporate Issuer
    - For Law Firms
- Streamline Reg BI disclosures end to end
- - Tax Services
    - For Trust Services Providers
    - For Wealth Management Firms
- Trading Platforms
- Translation Services
- Trust and Custody Services
- Vdr
- - Virtual Shareholder Meeting
    - For Corporate Issuer
    - For Law Firms
- - Wealth Insight Services
    - For Trust Services Providers
    - For Wealth Management Firms
- Welcome Kits and ID Cards
Consulting Services
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Enhanced Proxy Design

Drive shareholder engagement with more impactful proxy statements

Transform basic disclosures into compelling shareholder communications that support good governance. Spotlight key issues and make complex policies easy to understand. We make it simple, with flexible, cost-effective designs and professional templates that can be customized with your logo, brand and messaging.

Add value to one of your most important shareholder documents

Smart use of fonts, color, charts and graphics add clarity and enhance shareholder engagement. Choose from four design packages—all of which include HTML conversion and unlimited author's alterations to keep costs low.

Highlight Key Information

Engage Shareholders

Improve Readability

Humanize Your Board

Reinforce Your Brand Identity

Affordable Design Options

Make a bold statement

Easily create attention-getting covers that put your brand values front and center. Incorporate eye-catching photos that represent your business or customers. Select an existing template or supply your own custom artwork.

Highlight key messages

Visual depictions provide a crisp and compelling way to state your case. Let shareholders see in a glance what's new and what's important. Use photos to introduce board candidates.

Simplify complex information

Charts and graphs make complicated data and evolving trends easy to understand. The solution offers a wide variety of formats that you can tailor to create a custom look that reflects your brand.

How We Can Help

A leader in disclosure and shareholder communications

Second largest provider for SEC filings.

66K+

We process more than 66,000 EDGAR filings each year.

1,000+

Our clients include more than 1,000 publicly traded companies — many in the Fortune 500.

“Thanks again. These look fantastic!! You have given us some great options for us to choose from.”

Associate General Counsel

Commercial Appliance Manufacturer

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Best Practices for a More Powerful Proxy

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Shareholder Communications, Transformed

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Corporate Issuer

Shareholder engagement solutions

Amplify the impact of shareholder communications by taking advantage of our comprehensive set of tools and resources.

Enhanced Proxy Design

Corporate Action Services

Notice and Access & Inventory Management and Fulfillment

Print Solutions

Shareholder Communications

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Broadridge, a global Fintech leader with
over $4 billion in revenues, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology, data and analytics solutions that help transform their businesses.

Company Info

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Asset Management Capital Markets Consumer Finance Corporations Healthcare Insurance Retail Banking Telecom Utilities Wealth Management

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Global Websites

Canada EMEA / APAC Germany Japan United States

Privacy Statement Terms of Use & Linking Policy Cookie Policy Legal Statements

22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Compliance and Regulatory Accounting Managed Services

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging