Let’s talk about what’s next for you Talk to us

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

First Name

Last name

Work email address

Telephone

Country

Company name

Job title

What would you like a Broadridge sales representative to contact you about?

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

Parlons de ce qui vous attendTalk to us

Nos représentants et nos spécialistes sont prêts à vous apporter les solutions dont vous avez besoin pour faire progresser votre entreprise.

Vous voulez parler à un représentant commercial?

Table Heading
+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

Prénom

Nom de famille

Adresse de courriel professionnelle

Téléphone professionnel

Country

Nom de l'entreprise

Titre du poste

À propos de quoi aimeriez-vous qu'un représentant commercial Broadridge vous contacte ?

Merci. .

Votre soumission a été reçue. Nous communiquerons avec vous sous peu.

Vous souhaitez parler à un commercial ?

Table Heading
+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

Point-of-Sale Prospectus

Simplify investor disclosure with technology and data

Our regulatory document library and data-driven fulfillment platform helps firms simplify investor disclosure at every communication touch point—from pre-sale and point-of-sale to post-sale delivery. Broadridge provides the industry's first and leading electronic prospectus solution.

Simplify prospectus delivery and save on costs

Let technology and data drive prospectus delivery. Our end-to-end solution ensures accurate information, reduced costs and a better investor experience.

Regulatory Document Library

Proprietary EDGAR Sourcing

Summary Prospectus Web Hosting

Investor Disclosure Data

Omni-channel Prospectus Fulfillment

Simplify prospectus delivery for compliance and investor satisfaction

Leveraging proprietary technology, data-driven fulfillment and a central regulatory library, Broadridge helps firms simplify investor disclosure and prospectus delivery obligations.

Product Specifications

Digitize prospectus delivery from the definitive source – EDGAR

The industry’s first and most comprehensive online prospectus library

Pre-Sale: Show the most recent prospectus online
Point of Sale: Provide an investor a link to a prospectus after an online transaction
Post Sale: Enable firms to collect consent and e-deliver ongoing regulatory materials

Data-driven investor disclosure, updated daily

Improve operational efficiency, increase accuracy and mitigate risk

Proprietary “fund mapping” technology assures timely, accurate information
Comprehensive data feeds for mutual funds, ETFs, variable annuities and 529 plans
Fee transparency and investor disclosure for point-of-sale transactions

Fulfill first-dollar prospectus and annual prospectus updates

A single-source print and digital prospectus delivery solution

Reduce print, paper, inventory and postage costs
Personalize the investor experience
Provide a bridge from paper to e-communications

Outsource summary prospectus web hosting and save

A single-source summary prospectus solution for print, e-delivery and online

Complies with SEC Rule 498 for summary prospectus delivery and web linking methodology
Offers three flexible options to support your summary prospectus hosting needs
Web-enabled access to your documents across all major mobile devices

See Product Specifications

Video

FundPOINT Improves Mutual Fund Transactions

FundPOINT^® delivers the most comprehensive and accurate mutual fund rules from the definitive source: the SEC's EDGAR system.

How We Can Help

Industry-leading data and technology for disclosure

40K+

CUSIPs monitored from the SEC EDGAR system daily.

400M+

Pieces of regulatory communications delivered electronically each year.

1,678

Average new CUSIP filings on EDGAR daily.

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

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