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.

Performance Dashboards and Operational Reports

Track and measure your customer communications

CLIENT LOGIN

Gain insight into your customer communications with a 24/7/365 view into the omni-channel production process. Performance dashboards and operational reports allow you to view, audit and measure the status and effectiveness of every communication.

Dashboard displays analytics and results in a visual, infographic-like format

A centralized dashboard with robust reporting capabilities enables you to visualize operational insights, omni-channel delivery and financial data using preselected templates that include graphics, plots, tables and charts.

50+ Standard Reports

Visual Display of Insights and Trends

Standard and Ad Hoc Reporting

Web-based Tool Available 24/7

Flexible Business Rules

Self-service Administrative Tools

Leverage data and insights

Gain immediate insight with robust reporting of key production metrics, including data visualization and ad hoc reporting, and download data for further business intelligence, analysis and trending.

Get Detailed Views of Every Communication

Production Dashboards and Operational Reports

Track communications across the lifecycle from data transfer to customer delivery
Streamline production, improve customer support and provide metrics across channels
Production workflow and statistics; document inquiries down to the account level

Digital communications data, customer actions and engagement activity
Mailing and turnaround statistics; postal costs and reports
Features include favorites, branding, bookmarks, shared documents and more

See Product Specifications

Video

Reimagine Communications

Reimagine essential communications as an opportunity to drive customer engagement, efficiencies and business results.

How We Can Help

A robust platform, delivering 5B+ communications annually

80%+

North American households reached.

5K+

Brands trust Broadridge to deliver their essential communications.

95%

U.S. consumers connect to the channels in the Communications Cloud.

Resource

Recent Insights from the Wealth Industry

Information and analysis to help strengthen client relationships and grow your business.

Wealth Management

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

Let’s talk about
what’s next for you

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

REQUEST INFORMATION

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