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Financial Services
Expert solutions for financial services for over five decades
- Asset Management
  
  Alternative Managers
  - Enhance and simplify portfolio management
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  Fund Administrators and Prime Brokers
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  - Adapt to growing investment complexity and regulatory burden
  Global Investment Managers
  Global Funds
- Capital Markets
- Wealth Management
  
  Wealth Management Firms
  Retirement Services Providers
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Corporations
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Transform your business with communications, technology, data and analytics solutions
search-all-product
- - Asset Servicing
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- Risk and Transparency Reporting
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- Securities Processing
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Solutions & Products
Insights
About Us
Client Support
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Financial Services
Expert solutions for financial services for over five decades
- Asset Management
  Alternative Managers
  - Enhance and simplify portfolio management
  - Manage risk and optimise operational efficiency
  Fund Administrators and Prime Brokers
  - Support operational control and scalability
  - Adapt to growing investment complexity and regulatory burden
  Global Investment Managers
  Global Funds
- Capital Markets
- Wealth Management
  Wealth Management Firms
  Retirement Services Providers
  - Optimise trade processing
Corporations
Streamline shareholder communications and management
- Corporate Treasury
- Increase efficiencies in managing cash and risk
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- - Asset Servicing
    - For Capital Markets
    - For Wealth Management Firms
- - Bank Debt and Loan Trading
    - For Alternative Managers
    - For Fund Administrators and Prime Brokers
- Banking Book Collateral Management
- - Billing and Expense Management
    - For Capital Markets
    - For Wealth Management Firms
- Branded Shareholder Portal
- - Cash Management
    - For Capital Markets
    - For Wealth Management Firms
- - Collateral Management
    - For Capital Markets
    - For Global Investment Managers
- Compliance and Regulatory Accounting Managed Services
- - Connectivity
- Control Solutions
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Custody Expense Management
- Data Control Intelligent Automation
- - Data Control Managed Services
    - For Capital Markets
    - For Capital Markets
- Data Control Messaging and Connectivity
- Data Control Reconciliations
- - Data Management, Analytics and Reporting
- Data Management, Warehouse and Reporting
- Derivatives Trade Processing
- Distribution 360
- DLT Repo
- Equity Trade Processing
- European Fund Market Intelligence
- Expense Management and Fee Validation
- - Expense Management Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Factsheet
- Fee Billing
- Financial Reporting
- Fixed Income Trade Processing
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- Global Market Intelligence
- Global Post Trade Management
- - Global Securities Class Action Services
- - Global SWIFT Services
- Institutional Market Intelligence
- Interactive Online Document Management
- Intermediary Fee Management
- - Intraday Risk Monitoring
    - For Alternative Managers
    - For Global Investment Managers
- Key Information Documents
- Lombard lending in the Cloud
- - Managed Reference Data Service
    - For Capital Markets
    - For Wealth Management Firms
- - Managed Services, Hosting and Integration
- Market Analytics
- MiFID II Costs & Charges
- North American Post Trade Processing Managed Services
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- - Performance and Attribution
    - For Alternative Managers
    - For Global Investment Managers
- - Portfolio and Order Management
- - Portfolio Securities Voting
- - Post Trade and Regulatory Compliance
    - For Alternative Managers
    - For Global Investment Managers
- Post Trade Processing Managed Services for EMEA and APAC
- Predictive Meeting Analytics
- - Pricing and Valuation
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- - Proxy Management
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Services
- - Reconciliation
- - Reconciliation Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Management
- Regulatory & Investor Communications
- Regulatory Trade and Transaction Reporting
- Revenue and Expense Management
- - Revenue Management and Fee Billing
    - For Global Funds
    - For Global Investment Managers
- Risk and Transparency Reporting
- Sales and Asset Reporting
- - Securities Finance
    - For Capital Markets
    - For Global Investment Managers
- Securities Processing
- Shareholder Data Services
- Trading Platforms
- Translation Services
- Virtual Shareholder Meeting
Consulting Services
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Internal Audit

Improving internal processes and controls

As regulations evolve, specialists are in great demand. From highly specific co-sourced expertise, to full-fledged methodological transformation, experts in our Internal Audit practice bring the quality independent insight and resources you require for efficient, preemptive evaluation and change.

Transform your business with confidence

Provide guidance on internal audit methodology development and enhance, co-sourcing, outsourcing, as well as the development and execution of the Quality Assurance and Improvement Program.

Methodology Development

Co-sourcing/
Outsourcing

Quality Assurance and
Improvement Program (QAIP)

Broadridge Consulting Services Practice Areas

When disruptive trends create new challenges, you need more than technology — you need a roadmap forward. Tap into decades of experience for a unique perspective on what works and what doesn’t. We’ll help benchmark, strategise and prioritise, so your actions today position you for a more efficient and profitable tomorrow.

How We Can Help

Actionable insight. Proven execution.

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30+

Years of experience.

$4B+

In annual revenues.

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Consulting Services

Areas of expertise

Industry insight and hands-on expertise you need to effectively manage change.

Optimise, analyse and utilise emerging technology in innovative ways

Finance

Address risk, regulatory and internal-audit requirements with confidence

Operations

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Broadridge, a global Fintech leader with
over $4.5 billion in revenues, helps clients get ahead of today’s challenges to capitalise on what’s next with communications, technology, data and intelligence solutions that help transform their businesses.

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Want to see our services in the US?

Asset Servicing

Bank Debt and Loan Trading

Billing and Expense Management

Cash Management

Collateral Management

Connectivity

Credit and Market Risk

Data Control Managed Services

Data Management, Analytics and Reporting

Expense Management Managed Services

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Managed Reference Data Service

Managed Services, Hosting and Integration

Operational Risk Management

Performance and Attribution

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Professional Services

Proxy Management

Reconciliation

Reconciliation Managed Services

Reference Data Management

Revenue Management and Fee Billing

Securities Finance