Broadridge Financial Solutions
HQ Address
5 Dakota Drive, Suite 300, Lake Success, NY 11042, United States
Website Address
Business introduction
The question isn’t whether to adapt but how
Transform your business and prepare for what’s next with technology, insights and critical infrastructure from the experts at Broadridge
Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their businesses.
The world’s leading companies and financial institutions recognize us as an invaluable partner. We handle millions of trades a day involving trillions of dollars, deliver essential communications for over 5,000 brands and manage shareholder voting in 90 countries.
Broadridge Financial Solutions Solutions
Advisor Compensation
Improve your advisor retention and performance. Provide your advisors with true practice management capabilities, deep insight into their revenue and expense, and a 360-degree view of their clients’ accounts and assets....
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view solutionAdvisor Desktop Solutions
Increase client engagement and achieve greater business value. Enable advisors and investors to do advanced trading with comprehensive portfolio insight, while managing their investments based on goals, assets, and market data and research....
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view solutionAdvisor Resource Center
Position your advisors as expert resources for clients. We offer an extensive library of original content to access and share, including articles, videos, calculators, market summaries and e-seminar presentations to attract, engage and convert new clients....
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view solutionAdvisor Websites
Manage websites for your financial advisors on a single platform. A single platform enables home office administrators to create and manage websites to ensure brand adherence while allowing advisors to add personalization....
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COLLATE
Generate a clear view of your banking book collateral. COLLATE makes it easy to aggregate and standardize collateral data, helping to streamline workflows across the entire credit lifecycle. Empower decision makers and client-facing teams with the real-time intelligence they need to see and understand the big picture. Compliance reporting accuracy......
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view solutionData Aggregation and Financial Reporting
Provide consolidated views of clients' assets—regardless of custodian. Gain access to a high-quality, fully reconciled database of information and view client performance reports, asset allocation, holdings and transactions on a convenient, user-friendly dashboard....
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view solutionDistributed Marketing Solution
Increase efficiencies and enhance compliance and brand controls. Centralize sales and marketing communications in a single platform that can be customized by local agents with parameters and brand controls set by the home office....
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view solutionDOL Compliance
Communicate and comply with the DOL Fiduciary Rule. Validate investment recommendations, communicate with your investors and comply with new compensation structures using our suite of DOL solutions....
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view solutionFASTNET
Securities-based lending is a valuable source of revenue for wealth managers. But with growing demand and potential market volatility without robust risk management, SBL can carry unique risks. FASTNET is built to help you manage the realities of growing your business—supporting every phase of the SBL process. From collateral evaluation......
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- Data Management & Analysis
- Market & Business Infrastructure
- Risk Analysis & Management
- Trading & Back Office
My Wealth Advisor mobile app
Create seamless client communication. Videos, newsletters, blog posts and personalized communication — the My Wealth Advisor mobile app instantly improves the client experience....
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view solutionNewsletters
Customized or turnkey? You choose. Select from turnkey newsletters with topics aimed at target markets or select articles from our content library to create a newsletter tailored to your clients....
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view solutionPerformance Analytics
Flexible, multi-currency performance management and investment analytics. Take advantage of our scalable and efficient performance engine to provide your advisors with real-time analytics and on-demand or periodic reports....
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Sentry PM™ for Asset Managers
In today’s financial markets asset managers are being asked to adapt to new risk requirements and increase insight to investors; all while implementing cost-saving measures. With the ever-changing nature of technology, it is critical that systems are positioned to handle these challenges....
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view solutionSocial Media Publishing
Utilize social media to increase target audience engagement. Financial advisors receive high-quality, audience-relevant and engaging social media content with the ability to automate posting to help grow their business while ensuring regulatory compliance....
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view solutionSocialSpeaks
Discover user and compliance-friendly social media content. SocialSpeaks allows advisors to easily post and share financial content from our FINRA-reviewed library across multiple accounts including Facebook, Twitter and LinkedIn....
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view solutionSponsored Name Placement
Make it easy for new clients and referrals to find your advisors' businesses online. Our search engine marketing tool can help your advisors’ listings appear on the first page of the sponsored ads area of Google and Bing online search results....
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view solutionWealth Insight Services
Gain measureable insights that identify consumers with desirable financial profiles and behaviors through household-level demographics and wealth scores, along with comprehensive reports of credit utilization and auto ownership at the ZIP+4. Give your firm a unique strategic advantage. Our household scoring and summarized reports enable wealth management, retail banking and insurance marketers......
