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+1 800 353 0103	North America
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+1 800 353 0103	Amérique du Nord
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Expense Management Business Process Outsourcing

Industry-leading fee and expense management

Improve your organization's operational efficiency with our expense management technology and operations outsourcing. Our state-of-the-art fee validation software and experienced teams can help reduce errors and decrease costs.

Streamline your expense management process

Our powerful combination of operational expertise and technology provide a seamless business process outsourcing offering.

Onboard Brokers

Verify Transaction Data

Receive and Process Invoices

Analyze Performance Metrics

Fine Tune Reconciliations

Track Rate Card Updates

Take a centralized approach to expense management

Partner with Broadridge to optimize key processes and bring control to your cost base.

How We Can Help

Boost performance and profitability

30%

Increase in efficiency experienced by our clients.

80%

Average reduction in client error rates.

99%

Client Revenue Retention Rate.

Resource

Recent Insights from the Wealth Industry

Information and analysis to help strengthen client relationships and grow your business.

Wealth Management

Resource

Transactional Expense Managed Services

Report

Leverage Revenue Management Solutions to Increase Profitability

With revenue growth under pressure, firms must be both operationally efficient and agile enough to capitalize on new opportunities.

White Paper

Global Investing: Considerations for Building an End-to-End Solution

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what’s next for you

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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