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Securityholder Data Services and Advanced Analytics

Convert data into critical intelligence

Contact Us

Knowledge is power. Turn historical data about securityholder voting behaviour into actionable insights with our Securityholder Data Services. Use these insights to refine your message, drive better outcomes and more accurately predict results.

Optimize securityholder communications and influence

Eliminate surprises. Leverage data-driven insights to refine strategy, deliver persuasive securityholder communications, define benchmarks, evaluate progress and improve projections.

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Investor Residency Report
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Geographic Analysis Report
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Summary by Range Report
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Voted and Non-Voted NOBO Report
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Residency Vote Reporting
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Know your investors

See the geographic breakdown based on securityholder addresses provided by financial intermediaries. Securityholders are listed by Canadian province and territory, United States and foreign countries.

How We Can Help

Solutions and experience you can trust

+224
In 2016, we processed over 224B securities on behalf of Canadian issuers.
34
In 2016, Broadridge delivered $34M savings to Canadian issuers.
+50%
In 2016, over 50% of all mailings (as a % of records) were eliminated.

“Activism continues to trend upward. More proxy contests went to a vote this proxy season.”

ProxyPulse, Broadridge and PwC - 2016
Fact Sheet

Developing Cost-Effective Communications

Broadridge’s data analytical service provides a single-source solution for your continuous disclosure and proxy management needs – for your registered, beneficial and ESOP securityholders.
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More securityholder management tools

Broadridge offers a wide range of relationship management tools that can be used to create positive impact on securityholder engagement and loyalty.
Securityholder Data Services and Advanced Analytics
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