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Proxy Services

The only end-to-end solution for the entire proxy process

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Consolidate the entire proxy process with a more efficient, cost-effective solution that reaches all of your securityholders. From design to filing, through distribution and vote tabulation, we offer deep expertise in proxy, making your job easier.

Streamline and simplify the proxy process, gain control, and insight

By managing both registered and beneficial securityholders, we save you time and reduce cost. We leverage our advanced technology, deep experience, and world-class service to create a single, comprehensive solution.

Single-Source Solution

Customized Solutions

Data and Insights

Vote Tabulation

Dedicated Account Manager

Streamlined Process

How We Can Help

Solutions and experience you can trust

$140M

Investment in technological advances.

2,500+

Companies choose Broadridge to handle their registered proxy processing.

Resource

Broadridge Annual Meeting Handbook

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Make More Informed Decisions

Video

Increase Engagement, Digitally

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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