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Financial Reporting

Accurate, compliant filings every time

Public companies have the same goals when it comes to their annual and quarterly reports — accuracy, compliance and timeliness. Our flexible annual compliance solution helps you.

A flexible solution for financial reporting

Streamline and simplify your financial reporting. Our combination of powerful software and expert services helps you create and file your own disclosure documents or rely on us for execution.

Control and Flexibility: Full Service, Self-Service or Hybrid Service Model

XBRL Tagging and Consulting Services

Single-Source Solution for HTML, XBRL, Typeset, PDF and MS Word

Exceptional Quality and Affordability

Transparent Billing With No Hidden Fees

Fast Turnaround and Convenient Service

Innovative, lightning-fast software

Increase speed and accuracy while reducing review time with our proprietary tool which links to native Excel files.

How We Can Help

Industry leaders trust us with their compliance

33%

Of SEC filings leverage our software or services.

66K+

EDGAR filings processed each year.

1,000+

Publicly traded companies — many in the Fortune 500 — are our clients.

Webinar

XBRL Webinar: Preparing for a Successful Reporting Season

Broadridge Acquires Summit Financial Disclosure LLC

Press Release

Broadridge Enhances Document Composition and Compliance Reporting Capabilities, Acquires Summit Financial Disclosure, LLC

Best Practices for a More Powerful Proxy

Resource

The 2022 Broadridge Proxy Best Practices

Fact Sheet

Best-in-Class Compliance and Document Management Solutions

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22c-2 Compliance

Advisor Resource Center

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Global Custody Solutions

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Fact Sheets

Fi360 Data and Analytics

Fi360 Learning and Development

Fi360 Software and Technology