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+1 800 353 0103	North America
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+1 800 353 0103	Amérique du Nord
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+1 800 353 0103	Amérique du Nord
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R•Funds

Mutual fund product management and dealer services

Mutual fund record keepers need to deliver a higher level of service while containing costs. R•Funds is a modern, flexible transfer agent solution that streamlines product management and dealer services while enhancing channel capabilities.

An enterprise solution

R•Funds is a powerful solution that supports multiple fund families and diverse distribution channels on a single platform. It lets you efficiently create new mutual fund instruments and make any product and service available to any channel.

Alternate Network

Auto Backdating & Adjustments

Real-Time Tax Records

Parameter-Based Configurability

Concurrent Batch Processing

Video

Transform the Way You Service Customers

Stay ahead of regulatory change, product innovation and customer demands by transforming your wealth management lines of business. See why leading Canadian financial institutions choose our technology platforms to support over 15 million customer accounts.

How We Can Help

Driving Financial Services in Canada

600B+

Assets Under Management

Clients

42,000

Advisors

Want to see our global services?

Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Video Studio

Business Process Outsourcing

Capital Markets Disclosures

Cash Management

Collateral Management

Compliance and Regulatory Accounting Business Process Outsourcing

Connectivity

Consumer Preference and Profile Management

Control Solutions

Credit and Market Risk

Customer Communications

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Document Delivery

Digital Experience Management

Direct Marketing

Document Composition

Equity Trade Processing

Expense Management Business Process Outsourcing

Financial Statement and MRFP Delivery Solution

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Post Trade Management

Global Securities Class Action

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery

Print Solutions

Professional Services

Proxy Management

Proxy Services

R•Digital

R•Funds

R•Wholesale Term

Reconciliation

Reconciliation Business Process Outsourcing

Reference Data Business Process Outsourcing

Reference Data Management

Securities Finance

Virtual Shareholder Meeting

Visual Analytics