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Beneficial Proxy Services

Meet your proxy obligations with a higher standard

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Broadridge provides innovative technology and proprietary tools to help trust services providers fulfill proxy regulatory requirements. From proxy distribution and presentment to voting, tabulation and reporting, our Beneficial Proxy Services solution is the market's most complete, secure and accurate turnkey solution.

Streamlining the complex proxy process to make your job easier

Scalable and integrated, our proxy solution meets regulatory requirements and is easily managed through an intuitive online portal solution. Our one-of-a kind network enables us to anticipate and adapt to your needs.

Reduced Regulatory Risk

Highest Level Cybersecurity

Innovative Technology

ISO 27001 and 9001 Certified

One-Stop Access to Client Communications

Cost Effective

Satisfy your proxy requirements with ease and efficiency

Broadridge consistently invests in technology, digital and workflow solutions to optimize the proxy process for operational efficiency, compliance and cost reduction. Our Beneficial Proxy Services solution helps optimize business operations for trust services providers.

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Innovative Technology: Greater Oversight and Improved Operational Efficiency

The new ICS Portal gives you a secure, compliant way to streamline processes and full transparency into all of your shareholder communication activities.

How We Can Help

Supported by deep, proven expertise

$140M

Our investment in technological advances.

900+

Of the world's leading banks and brokers rely on us for regulatory communications.

100%

External auditor confidence level in the accuracy of ballots with greater than 50K.

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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what’s next for you

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

REQUEST INFORMATION

15(c) Board Reporting

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

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

Distributed Marketing Solution

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Fi360 Data and Analytics

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Global Tax Reclaim and State Tax Reporting

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trading Platforms

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics

Wealth Insight Services

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