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Financial Services
Expert solutions for financial services for over five decades
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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
- 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
    - 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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Proxy Services

Engage cost-effectively with shareholders in proxy campaigns

Broadridge manages the end-to-end proxy voting process across all distribution channels—from project management, mailing and solicitation to voting tabulation. Our access to 800+ banks and brokers and historical voting data enables you to provide clients with targeted, cost-effective campaigns that promote engagement and loyalty.

Engage shareholders the way they prefer

Broadridge's unparalleled data on shareholder proxy voting behaviour enables us to tailor communications to maximise shareholder engagement and response, saving you time and money.

Call Centre

Proxy E-Delivery

Customised Print Mailings

Enhanced Packaging

ProxyVote.com

Targeted Reminder Communications

Video

ProxyVote™ Shareholder Voting Solution

Broadridge's industry-leading proxy voting solution saves time and money and improves the voting process through its intuitive interface.

How We Can Help

Let our team help you achieve your goals

25%

Average increase in accounts voted using enhanced packaging.

Years of proxy voting service experience.

“We are fully accountable and have a unique ability to manage the process across all distribution channels, truly providing a single point of contact.”

Michael Collins

Vice President and General Manager, Broadridge Mutual Fund Proxy Solutions

Fact Sheet

The Facts on Broadridge's Full-Service Mutual Fund Proxy Solutions

Leverage the experience we gain from the 750+ mutual fund campaigns we conduct annually, which touch more than 30 million individual shareholders.

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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