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Mutual Funds and ETF Providers

Simplify regulatory reporting

Meet compliance and reporting requirements more effectively. Leverage automated workflows and advanced technologies to add efficiencies, reduce costs and accelerate results.

Included Products

Dynamic Fund Board Reporting

Streamline 15(c) oversight with updated expense, performance and portfolio data and analysis.
see product

Credit and Market Risk

Streamline credit and market risk reporting with on-demand, web-based reporting.
see product

Global Fund Communications Solutions

Meet evolving global fund requirements with one transformative, digital platform.

Global Tax Reclaim and State Tax Reporting

Eliminate the burden of collecting tax-related data and estimate obligations with greater accuracy and efficiency. Reclaim funds on a global basis.
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15(c) Board Reporting

Provides best-in-class expense and performance benchmarking for fund boards.
see product

22c-2 Compliance

Helps operations and compliance perform the monitoring and analysis required for SEC Rule 22c-2.
see product

DocuBuilder for Legal

Easily create, edit, publish and package regulatory communications and EDGAR filings.
see product
Video

Regulatory and Governance Communications: Delivering Against a Higher Standard

Everything we do is for one purpose – to help you meet your regulatory and governance obligations with greater confidence, efficiency and ease.

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Tailored Shareholder Reports
Article
Regulatory Insights – September 2024
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Regulatory Insights - June 2024
Article
Regulatory Insights – May 2024
Article
Regulatory Insights – April 2024
Resource
Efficient Marketing and Regulatory Communications Checklist
Resource
Multi-State Tax Solutions
Fact Sheet
Document Management Solutions
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Regulatory Compliance Simplified
Fact Sheet
Auditor Independence Assessment Services
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Mutual Fund and ETF Providers

Grow sales, streamline operations and manage risk

Broadridge offers the insight, infrastructure, and technology you need to achieve operational excellence, manage risk, accelerate growth, and strengthen customer relationships.
Enhance and simplify portfolio management
Access unique distribution insights
Maximize marketing communications
Drive a successful proxy outcome
Simplify regulatory reporting
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