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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
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  Private Debt
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  CLO Managers
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  Wealth Management Firms
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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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Solutions & Products
Insights
About Us
Client Support
Search

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
  Private Debt
  - Enhance and simplify portfolio management
  - Manage risk and optimise operational efficiency
  CLO Managers
  - Manage risk and optimize operational efficiency
  - Enhance and simplify portfolio management
- 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 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
- - 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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End-to-end Lombard Lending

Accelerate your entire Lombard lending business with NAVIGATOR

Originate loans directly on the Advisor dashboard, enable sales and enhance rich back-office Lombard lending operations and risk management. NAVIGATOR combines digital experiences, intelligent automation and data-driven oversight to fast-track your Lombard lending business from end to end—through a single platform.

Satisfy more clients with the only straight-through Lombard lending platform

Automate success. Deliver a self-service solution that goes beyond online access to account information to deliver powerful loan management capabilities directly to advisors and clients.

Intelligent Prospecting

Automated Applications and e-Signatures

Auto-decisioning and Underwriting

Same-day Funding

Real-time Monitoring and Stress Testing

Self-service Loan Management

Generate your pipeline with machine learning insights

Uncover prospects, pre-qualify candidates and target clients based on borrowing patterns. NAVIGATOR fuels advisor outreach by recommending potential borrowers based on client profiles, transaction history and firm benchmarks. Deliver results with focused marketing and outreach activities.

The Advisor dashboard puts complex data at your fingertips

NAVIGATOR is the only platform that consolidates detailed client data plus rich collateral information for both in-house and held-away assets, including portfolio positions and ratings for all types of liquid assets. Streamline communication between lender and Advisor, with Lombard lending activities integrated into a robust, repeatable automated process.

Simplify every step – for you, your advisors and your clients

NAVIGATOR delivers direct connectivity across the full Lombard lending ecosystem for straight-through Lombard lending processing. Eliminate manual information-gathering and approval steps with auto-decisioning and exception-based underwriting. Take control with Lombard lending built for the realities of your business.

How We Can Help

Digitize the advisor-client experience

48 hrs

Accelerate time-to-loan from weeks to days.

200k

Advisors use our wealth management solutions.

17M

Investor accounts are supported by our wealth management solutions.

Schedule a demo

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Thank you

Your submission has been received. We will contact you soon.

+1 855 252 3822

Wealth Management Firms

Advance control, risk and support services

Discover how our solutions can help you gain control, manage risk and optimise support services to achieve business and operational value.

Proxy Management

Global Securities Class Action Services

End-to-end Lombard Lending

Advance control risk and support services

Operational Risk Management

Lombard lending in the Cloud

SEE MORE PRODUCTS

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 Management Capital Markets 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

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

Segment

Solution

The right insights, right now

About Broadridge

How can we help?

Talk to us

Thank You

End-to-end Lombard Lending

Accelerate your entire Lombard lending business with NAVIGATOR

Satisfy more clients with the only straight-through Lombard lending platform

Automate success. Deliver a self-service solution that goes beyond online access to account information to deliver powerful loan management capabilities directly to advisors and clients.

Generate your pipeline with machine learning insights

Uncover prospects, pre-qualify candidates and target clients based on borrowing patterns. NAVIGATOR fuels advisor outreach by recommending potential borrowers based on client profiles, transaction history and firm benchmarks. Deliver results with focused marketing and outreach activities.

The Advisor dashboard puts complex data at your fingertips

Simplify every step – for you, your advisors and your clients

Digitize the advisor-client experience

Schedule a demo

Thank you

Advance control, risk and support services