SCROLL
DOWN
Optimize processes, manage
compliance and build relationships
Broadridge works side by side with trust and wealth management firms to create efficiency, ensure compliance and deliver data-driven insights that drive success.
Combining next-gen technologies, powerful data and deep-rooted expertise, we deliver automated, intelligent solutions to optimize operations while reducing risk, effort and costs.
Received an Fi360 Fiduciary Score (meeting the minimum fiduciary standard of care).
30K+
TRUST AND CUSTODY FIRMS
Innovation and expertise that drive growth
Use prudent fiduciary practices to profitably gather, grow, and protect investor assets with Fi360 designations, training, technology, data and analytics.
Next-gen technologies
Powerful data
Deep-rooted expertise
Automated intelligent solutions to optimize operations
New securities class actions were filed — a new record — billions of dollars are unclaimed by eligible institutions each year.
400+
Maximize recoveries and minimize risk. Our end-to-end solution streamlines and automates asset recovery—from monitoring and filing to validation and payment distribution—so you can focus on your business objectives.
Of investors were asked to go paperless, but only 41% were asked to do so at signup (the balance were asked later).
Put your digital foot forward. Asking is only part of a successful drive to digital. You also must be equipped to execute. Preference management solutions can connect investor information across disparate, siloed systems.
Of CEOs use next-gen technologies to create new revenue opportunities. Fortune 1000 executives are embracing what’s next.
57%
Innovation starts at the top. “Forward-thinking CEOs who embrace next-generation technology to drive their business roadmap against specific success metrics are best positioned to succeed in this rapidly evolving environment.”
Of firms will change their operating model and next-gen technology strategy as a result of COVID-19.
99%
Adapting to the new digital-first environment. Many financial service firms are accelerating their plans to implement next-gen technologies and the underlying data and analytics that power them.
Outstanding U.S. shares processed.
80%+
Optimize proxy processing. Data-driven, impactful and simplified in every way, our proven proxy solutions help boost engagement, reduce costs and support regulatory compliance with a lot less effort.
74%
Ways we help trust services providers gain an operational advantage.
Unlock the
hidden value
of your business.
We can help you collect disparate data about your retirement and wealth clients and turn it into actionable business and compliance insights.
Unlock the
hidden value
of your business.
Build, grow
and manage.
Build, grow
and manage.
Drive growth, enhance communications and optimize your practice
with a suite of advisor solutions designed specifically for you.
Transform communications.
Transform communications.
Our solutions make it easy for you to connect with customers across a range of digital channels, save print and mail costs, gain efficiencies and create revenue opportunities.
Efficient, accurate
and transparent trading.
Efficient, accurate
and transparent trading.
Our specialized platforms automate critical processes and open up access to more than 30,000 funds, while reducing errors, optimizing back-office efficiency and increasing transparency between firms and intermediaries.
Simple and effective
proxy processing.
Simple and effective
proxy processing.
From distribution and presentment to voting, tabulation and reporting, leverage the market’s most complete turnkey solution to boost engagement, reduce costs and ensure compliance with a lot less effort.
End-to-end
recovery services.
End-to-end
recovery services.
Meet fiduciary obligations and maximize recovery revenue from global securities class action cases worldwide with a flexible service model for research, filing, claim payment distribution and notification.
®