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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 and Banking
- 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
  Corporate Issuer
All Products
Transform your business with communications, technology, data and analytics solutions
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- Anti-Money Laundering Solution (AMLS)
- - 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
- Broadridge Payments-as-a-Service
- - Business Process Outsourcing
    - For Alternative Managers
    - For Global Investment Managers
- - Business Process Outsourcing
- - Cash Management
    - For Capital Markets
    - For Wealth Management Firms
- - Collateral Management
- Compliance and Regulatory Accounting Business Process Outsourcing
- - Connectivity
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Custody Expense Management
- Data Control Business Process Outsourcing
- Data Control Business Process Outsourcing for Alternative Managers
- 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
- Digital Solutions
- Distribution 360
- DLT Repo
- End-to-end Lombard Lending
- Equity Trade Processing
- European Fund Market Intelligence
- Expense Management and Fee Validation
- Factsheet Production and Distribution
- Fee Billing
- Financial Report Preparation and Filing
- Financial Reporting
- Fixed Income Trade Processing
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- Fund Data Distribution with Galaxia Data API
- Global Fund Data and Document Dissemination
- 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
- Market Analytics
- MiFID II Costs and Charges
- North American Post-Trade Business Process Outsourcing
- - 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 FastStart
- Post-Trade Processing Business Process Outsourcing for EMEA and APAC
- Predictive Meeting Analytics
- - Pricing and Valuation
- PRIIPs KID and EPT Production, Reporting and Distribution
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Management
- Proxy Services
- - Reconciliation
- - Reconciliation Business Process Outsourcing
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Business Process Outsourcing
    - 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
- Solvency II Reporting
- Trading Platforms
- Translation and Language Services
- UCITS KIIDs and EMT Production and Distribution
- Virtual Shareholder Meeting
- - Visual Analytics
Consulting Services
Providing you with actionable insight and proven execution
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- Data and Technology
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- Governance, Risk and Compliance
- Operations
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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 and Banking
- 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
- Anti-Money Laundering Solution (AMLS)
- - 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
- Broadridge Payments-as-a-Service
- - Business Process Outsourcing
    - For Alternative Managers
    - For Global Investment Managers
- - Business Process Outsourcing
- - Cash Management
    - For Capital Markets
    - For Wealth Management Firms
- - Collateral Management
- Compliance and Regulatory Accounting Business Process Outsourcing
- - Connectivity
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Custody Expense Management
- Data Control Business Process Outsourcing
- Data Control Business Process Outsourcing for Alternative Managers
- 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
- Digital Solutions
- Distribution 360
- DLT Repo
- End-to-end Lombard Lending
- Equity Trade Processing
- European Fund Market Intelligence
- Expense Management and Fee Validation
- Factsheet Production and Distribution
- Fee Billing
- Financial Report Preparation and Filing
- Financial Reporting
- Fixed Income Trade Processing
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- Fund Data Distribution with Galaxia Data API
- Global Fund Data and Document Dissemination
- 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
- Market Analytics
- MiFID II Costs and Charges
- North American Post-Trade Business Process Outsourcing
- - 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 FastStart
- Post-Trade Processing Business Process Outsourcing for EMEA and APAC
- Predictive Meeting Analytics
- - Pricing and Valuation
- PRIIPs KID and EPT Production, Reporting and Distribution
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Management
- Proxy Services
- - Reconciliation
- - Reconciliation Business Process Outsourcing
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Business Process Outsourcing
    - 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
- Solvency II Reporting
- Trading Platforms
- Translation and Language Services
- UCITS KIIDs and EMT Production and Distribution
- Virtual Shareholder Meeting
- - Visual Analytics
Consulting Services
Providing you with actionable insight and proven execution

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Predictive Meeting Analytics

Monitor shareholder voting trends on a daily basis

Track proxy voting totals and trending proposals so you can prepare additional communications, minimise unexpected proposal outcomes and reduce the risk of postponement due to lack of quorum.

Identify and track critical voting trends

By staying abreast of daily voting analytics in Meeting Dashboard, your company can avoid costly postponements, demonstrate good governance and engage key shareholders to impact results.

Predictive Meeting Results

Daily Voting Analytics

Quorum Management

Voting Trend Analysis

Meeting and Proposal Reports

Historic Voting Comparisons

Use voting analytics intelligence to achieve successful meeting outcomes

Track results on a daily basis to understand aggregate voting trends and predicted outcomes, monitor quorum needs, contain meeting costs and reach out to shareholders with additional information.

How We Can Help

A leader in global investor communications

2B+

Investor communications processed annually.

Countries with shareholder voting.

Decades of experience in the financial services industry.

“Understanding voting trends early can make a real difference in securing the desired outcome.”

Demi Derem

General Manager, Investor Communication Solutions International, Broadridge

Resource

Meeting Dashboard

A voting analytics platform for effective shareholder engagement and meeting management.

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

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what’s next for you

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

REQUEST INFORMATION

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Your submission has been received.

+1 844 364 4966

Corporate Issuers

Enhance corporate governance practices

Improve your understanding of shareholder behaviours and trends to make smart decisions that support good governance.

Shareholder Data Services

Predictive Meeting Analytics

see more products

Broadridge, a global Fintech leader with
$5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for our clients and help them get ahead of today’s challenges
to capitalise on what’s next.

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Industry Solutions

Asset Management Capital Markets and Banking Corporations Wealth Management

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Want to see our services in the US?

Asset Servicing

Bank Debt and Loan Trading

Billing and Expense Management

Business Process Outsourcing

Business Process Outsourcing

Cash Management

Collateral Management

Connectivity

Credit and Market Risk

Data Management, Analytics and Reporting

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Operational Risk Management

Performance and Attribution

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Professional Services

Reconciliation

Reconciliation Business Process Outsourcing

Reference Data Business Process Outsourcing

Reference Data Management

Revenue Management and Fee Billing

Securities Finance

Visual Analytics

Segment Title

Solution Title

The right insights, right now

About Broadridge

How can we help?

Talk to us

Thank youfor reaching out to us

Predictive Meeting Analytics

Monitor shareholder voting trends on a daily basis

Identify and track critical voting trends

By staying abreast of daily voting analytics in Meeting Dashboard, your company can avoid costly postponements, demonstrate good governance and engage key shareholders to impact results.

Track results on a daily basis to understand aggregate voting trends and predicted outcomes, monitor quorum needs, contain meeting costs and reach out to shareholders with additional information.

A leader in global investor communications

Let’s talk aboutwhat’s next for you

Thank You for submission

Let’s talk about
what’s next for you