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+1 800 353 0103	Amérique du Nord
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+1 800 353 0103	Amérique du Nord
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Wealth Management Firms

Advance control, risk and support services

Improve controls and support business growth with leading solutions for proxy, regulatory reporting, tax, data and insights, billing and expense, reconciliation and more.

Unlock growth with the Broadridge Wealth Platform

Our modular ecosystem puts you in control while delivering front-to-back office solutions that seamlessly integrate with your existing capabilities.

LEARN HOW

Included Products

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what’s next for you

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

REQUEST INFORMATION

22c-2 Compliance

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

Enhanced Proxy Design

Fact Sheets

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Global Market Intelligence

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Market Analytics

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics