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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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Innovation Creates a Wealth of Possibilities

From impactful digital communications to new applications that maximize investor participation, our next-gen solutions move your business — and the industry — forward.

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.

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22c-2 Compliance

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Annual Compliance

Asset Servicing

Bank Debt and Loan Trading