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Wealth Management Firms

Advance control, risk and support services

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Improve controls and support business growth with leading solutions for proxy, regulatory reporting, tax, data and insights, billing and expense, reconciliation and more.

Included Products

Mutual Fund Data and Suitability

Simplify investor disclosure with technology and data.
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Beneficial Proxy Services

A proven solution for fulfilling your clients’ proxy regulatory requirements.
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Tax Services

Ease the tax reporting burden with solutions that enable you to focus on your core business objectives.
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Data Aggregation and Financial Reporting

Provide a better client experience with enhanced data and analytics.
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Global Securities Class Action Services

Easily identify global recovery opportunities on all investment positions.
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Advisor Compensation

Enhance advisor retention with streamlined compensation and incentive management.
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Asset Servicing

Automate your corporate actions processing life cycle to mitigate risk while enhancing client service levels.
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Cash Management

Streamline your cash management process and access the real-time data your firm needs to leverage capital.
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Operational Risk Management

Evaluate and optimize your end-to-end trade processes and monitor risk in real time, lessening failed trade risk.
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Reconciliation

Gain a new level of operational control and efficiency through our SWIFT-accredited reconciliation solution.
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Reference Data Management

Streamline the acquisition, cleansing, storage and distribution of global enterprise-wide pricing and reference data.
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Billing and Expense Management

Improve expense calculation accuracy and streamline invoicing, gaining capital efficiency and business insights.
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Broadridge, The Next Generation Wealth Management Partner

Learn why Broadridge is your partner for delivering the next generation wealth management experience.

Resource

Recent Insights from the Wealth Industry

Broadridge brings you the latest market trends, insights and analysis that impact the wealth industry.
read more
White Paper

Targeting the Digital Generation

Broadridge teamed with Roubini ThoughtLab, combining the results from their wealth study with our insights, to help wealth executives understand the implications of the digital generation and resulting wealth transfer.
Learn More
Broadridge Named 2017 XCelent Functionality Award Winner
Report
Broadridge Named 2017 XCelent Functionality Award Winner
Pathways to Attract and Retain Top Advisors
White Paper
Pathways to Attract and Retain Top Advisors
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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Wealth Management Firms

More solutions for better client experiences

Explore the many solutions that will enhance your clients' experience and build your brand.
Enhance advisor marketing
Enhance the client experience with dynamic advisor tools
Transform communications
Advance control, risk and support services
Transform your trade life cycle
Optimize your operating model with managed services
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