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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.

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The Broadridge Wealth Platform

A modular ecosystem delivering front-to-back office solutions with seamless integration

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Understand risk and enhance accuracy across the entire trade life cycle.

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Generate alpha, drive growth and strengthen client relationships.

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Streamline communications and simplify securityholder management.

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Building client confidence through real results

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More than 5,000 brands rely on us to deliver essential communications to their clients, creating richer customer experiences.

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Financial firms rely on us to process daily trading of more than U.S. $10 trillion in equities, fixed income and other securities globally.

95%

Clients look to us to provide visibility into the distribution of 95% of all ETF assets and 90% of all long-term mutual fund assets.

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We maintain a network of business operations in office locations throughout the world to help meet the needs of our clients.

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Advisor Content Communication Platform

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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

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