Menu Icon Mobile
stock arrow
ICON. Search
Close
Icon Search Clear

The right insights, right now

Access the latest news, analysis and trends impacting your business.

EXPLORE ALL INSIGHTS
SUBSCRIBE

Explore our insights by topic:

ASIA PACIFIC
Consulting Services
COMMUNICATIONS
Capital markets and banking
EMEA
CORPORATE ISSUER
DIGITAL TRANSFORMATION
Environmental, Social and Governance (ESG)
FINANCIAL ADVISORS
FUND DISTRIBUTION
Global Class Action
REGULATORY
RETIREMENT
WEALTH MANAGEMENT
Webinar Program

About Broadridge

ABOUT US
BOARD OF DIRECTORS
CAREERS
EXECUTIVE LEADERSHIP
INVESTOR RELATIONS
SUSTAINABILITY
PRESS RELEASES

Global websites:

Canada
EMEA / APAC
Germany
Japan
United States

How can we help?

Speak Sales Icon Broadridge Learn about our partner program Speak Sales Icon Broadridge Speak with a sales representative Client Support Icon Broadridge Get client support

Additional Broadridge resources:

Careers
Client Support
Investor Relations
Partner Program
Press Relations

View our Contact Us page for additional information.

Let’s talk about what’s next for you Talk to us

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

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

Wealth Management

Drive growth by adapting to recurring change

Contact Us

Attract investors, grow relationships and retain advisors. Flexible platforms and leading-edge wealth management solutions provide the tools you need to stay relevant—no matter what comes your way.

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

Wealth Management Firms

Wealth management firms rely on our solutions to optimize critical operations and enable advisors to provide an exceptional customer experience.

Reimagine asset servicing

Streamline operations across the entire asset lifecycle, powered by a single source of truth
see solutions

Enhance advisor marketing

Enable your advisors to build their practice with leading data driven, targeted marketing and customizable brand-building tools.
see solutions

Step up to the new Standard of Care

Address Form CRS and Reg BI obligations with confidence and efficiency.
see solutions

Enhance client experience with dynamic advisor tools

Provide front-office teams with robust and collaborative technology that fosters customer engagement and a better customer experience.
see solutions

Transform communications

Streamline the design, delivery and management of transactional, regulatory and marketing communications with a single, data-driven and integrated platform.
see solutions

Advance control, risk and support services

Take advantage of our proxy, tax, data and insights solutions that streamline your business operations and support services via industry-leading regulatory risk and expense management capabilities.
see solutions

Transform your trade life cycle

Benefit from our wealth and retail brokerage trade management services to support real-time processing of Equities, ETFs, Mutual Funds, Options, International and Fixed-Income securities.
see solutions

Optimize your operating model with managed services

Leverage our best-in-class technology and operations services. We help wealth management firms transform their operating model, gain efficiency and mutualize costs to meet business needs and compliance requirements.
see solutions

Individual Advisor Solutions

Our customizable solutions will help advisors build their brand, share their knowledge and optimize their practice.

Build your practice

Build your brand, share your knowledge and grow your practice with lead generation programs, business ideas, retention strategies and branding tools.

2024 Advisor Marketing Trends Report

Gain exclusive insights on how growth-focused advisor drive ROI through Broadridge’s 5th annual report.
see solutions

Trust Services Providers

Mitigate risks, increase operational efficiencies and meet regulatory requirements with customizable and cost efficient solutions.

Optimize business operations

Our dedicated team will work with you to find solutions that drive automation, mitigate risk, and reduce costs to stay aligned with your changing needs.
see solutions

Retirement Services Providers

Cost-effectively engage with participants, advisors and plan providers. Our suite of mutual fund trading, advisor targeting, data and analytics solutions simplifies operations and drives growth.

Optimize Trade Processing

Automate and optimize trade processing with an integrated platform that reduces errors, improves back-office efficiency and increases transparency.
see solutions

Streamline Retirement Services

Leading-edge technology and tools drive front, middle and back-office efficiencies for retirement and wealth.
see solutions

Simplify Trust and Custody Services

Automate and optimize trust and custody services from an experienced, independent custodian.
see solutions

Simplify regulatory and compliance reporting

Adapt to regulatory changes, monitor compliance risks and achieve greater visibility into your operations.
see solutions

Maximize participant and plan sponsor engagement

Help plan participants navigate the road to retirement by creating and delivering timely and relevant communications.
see solutions

Equip advisors to grow their business

Tailor your data and insights to suit the communication needs of advisors to develop and strengthen relationships with these key intermediaries.
see solutions
Wealth Management

Partnering with the world's top wealth management firms

1,100
Global banks and brokers partner with us for their wealth management solutions.
50+
Years of experience providing technology driven solutions.

Let’s talk about
what’s next for you

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