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About Broadridge

R•Funds

Mutual fund product management and dealer services

Mutual fund record keepers need to deliver a higher level of service while containing costs. We help wealth management firms streamline product management and dealer services while enhancing channel capabilities with R•Funds, a modern, flexible transfer agent solution.

An enterprise wealth 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.

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Alternate Network
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Auto Backdating & Adjustments
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Real-Time Tax Records
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Parameter-Based Configurability
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Concurrent Batch Processing
How We Can Help

Driving Financial Services in Canada

600B+
Assets Under Management
64
Clients
42,000
Advisors

Let’s talk about
what’s next for you

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