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Financial Services
Expert solutions for financial services for over five decades
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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
  CLO Managers
  - Manage risk and optimize operational efficiency
  - Enhance and simplify portfolio management
  Private Debt
  - Enhance and simplify portfolio management
  - Manage risk and optimise operational efficiency
- 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
- 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
- Compliance and Regulatory Accounting Managed Services
- - Connectivity
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Custody Expense Management
- Data Control Business Process Outsourcing
- Data Control Intelligent Automation
- Data Control Managed Services
- 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
- End-to-end Lombard Lending
- 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
- - Portfolio and Order Management
- Portfolio Management for CLO’s
- Portfolio Management for Private Debt
- - 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
- Private Fund Compliance Reporting
- - 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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Portfolio Securities Voting

Optimise proxy voting control and efficiency

Meet your entire proxy voting needs—from management and tracking to reconciliation and reporting—affordably, efficiently and conveniently through our online portal. Reduce cost, time and risk with automated proxy voting management.

Integrated Recommendation service brings control over vote execution

Combine research and vote recommendations from multiple providers. Set up standing instructions to automate specific account votes according to policies.

Standard Proxy Management

Voting Views and Options

Advanced Voting Options

Policy Management

Third-Party Research

Premier Proxy Management

Comprehensive proxy voting solutions with three-tiered service levels

Pay only for what you need. Choose from Standard, including reporting; Premier, including more advanced features such as policy management; or Integrated Recommendation, with vote execution and more.

How We Can Help

An industry leader in proxy management

98%

Client revenue retention rate.

$5T

In transactions processed daily.

Resource

ProxyEdge: Complete Proxy Management From Voting Through Reporting

Here’s a look at how the ProxyEdge three-tiered solution helps address proxy voting challenges.

Asset Management

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+1 866 359 0456

Alternative Managers

Enhance and simplify portfolio management

Reduce portfolio management costs and vendor risk by moving to Broadridge's comprehensive, fully integrated investment operations platform for alternative managers.

Portfolio and Order Management

Reference Data Management

Pricing and Valuation

Data Management, Analytics and Reporting

Performance and Attribution

Bank Debt and Loan Trading

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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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Asset Servicing

Bank Debt and Loan Trading

Billing and Expense Management

Cash Management

Collateral Management

Connectivity

Credit and Market Risk

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