Broadridge Financial Solutions
Ready for Next.
Overview
Broadridge is a major provider of investor communications and technology-driven solutions for the financial services industry. Their offerings span the entire investment lifecycle, from processing and data management to investor communications and wealth management technology. They play a critical role in the plumbing of the financial system, processing trillions of dollars in trades daily and managing communications for a vast number of public companies and mutual funds.
✨ Key Features
- Wealth management platforms
- Asset management solutions
- Capital markets technology (trade processing)
- Investor communications (proxy, statements)
- Data and analytics
- Governance and compliance tools
🎯 Key Differentiators
- Market leader in investor communications and proxy services
- Deeply embedded in the operational infrastructure of the financial industry
- Comprehensive solutions covering the entire trade lifecycle
Unique Value: Provides the essential, high-volume technology and operations infrastructure that allows financial institutions to communicate with investors, process trades, and manage wealth efficiently and in compliance with regulations.
🎯 Use Cases (5)
✅ Best For
- Providing the core trade processing and investor communication infrastructure for major broker-dealers and asset managers.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Individual investors
- Small, independent advisory firms
🏆 Alternatives
Offers an unparalleled scale and level of integration into the core processes of the financial industry, particularly in the investor communications space.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
🔄 Similar Tools in Robo Advisors
Betterment for Business
Provides 401(k) and 403(b) plans for businesses with automated investment management....
Human Interest
Offers affordable and easy-to-manage 401(k) and 403(b) retirement plans for small and medium-sized b...
Schwab Intelligent Portfolios
A robo-advisor service that builds, monitors, and automatically rebalances a diversified portfolio o...
BlackRock Aladdin
An end-to-end investment management and operations platform for institutional investors....
State Street Alpha
An integrated platform for institutional and wealth management firms, covering the entire investment...
Addepar
A wealth management platform for RIAs specializing in data aggregation, analytics, and portfolio rep...