Amid this period of unprecedented change, with the potential for further market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

Reference Data Business Process Outsourcing

Reference, pricing, and corporate actions data management

Meet rising regulatory demands for data consistency, transparency, and accuracy while lowering total cost of ownership. Our Business Process Outsourcing Data Service offers tailored solutions to the challenges of gathering, cleansing, and distributing reference data.

A single solution to delivering quality reference data

Our Business Process Data Service responds to changing regulations while preserving your capital resources. It combines technology and human capital in an easy, flexible, and effectively tailored delivery model.

Efficient and Transparent

Decreased Operational Risk

Cost Efficient Data Cleansing

7 Dimensions of Data Quality

Outsourced data management solutions with flexible implementation

Outsourced data management solutions with scalable exception processing. Centralize your end-of-day pricing, security and corporate action information with our flexible deployment model. Data processing is delivered by our experienced operations staff, tuned to your requirements, and backed by SLAs.

How We Can Help

Tangible ROI and client service benefits

40%

Average data quality improvement.

30%

Estimated TCO savings.

Best Managed Service for Reference Data for Three Consecutive Years in the Inside Reference Data Awards.

White Paper

Global Investing: Considerations for Building an End-to-End Solution

White Paper

The Service Value Chain: How Data Management Powers Performance

Fact Sheet

Managed Data Services

Press Release

Broadridge Wins “Best Managed Service for Reference Data” for Third Consecutive Year at the Inside Reference Data Awards 2015

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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

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Expense Management business process outsourcing

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Private Fund Compliance Reporting

Proxy Services

ProxyVote

Rapid Onboarding

Reconciliation

Reconciliation Managed Services

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

Vdr

Virtual Shareholder Meeting

Wealth Insight Services

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Reference Data Business Process Outsourcing

Reference, pricing, and corporate actions data management

A single solution to delivering quality reference data

Our Business Process Data Service responds to changing regulations while preserving your capital resources. It combines technology and human capital in an easy, flexible, and effectively tailored delivery model.

Outsourced data management solutions with flexible implementation