BR Profile
Broadridge Financial Solutions, Inc. specializes in providing advanced technology solutions and investor communications services tailored for the financial services industry. The company's Investor Communication Solutions segment focuses on processing and distributing proxy materials to investors in equity securities and mutual funds, alongside managing vote processing services and offering regulatory reporting, class action, and corporate action/reorganization event information. Additionally, it provides tax reporting solutions and ProxyEdge, an electronic proxy delivery and voting platform. Broadridge's comprehensive platform supports content management, composition, and omni-channel distribution of regulatory and marketing communications, complemented by mutual fund trade processing and data analytics solutions.
In its Global Technology and Operations segment, Broadridge offers a broad spectrum of solutions automating the transaction lifecycle across various financial instruments including equity, mutual fund, fixed income, foreign exchange, and exchange-traded derivatives. Services span from order capture and execution to clearance and settlement, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related functions. The segment also delivers business process outsourcing services and technology solutions such as portfolio management, compliance, fee billing, and operational support, catering to both capital markets and wealth management sectors.
Founded in 1962 and headquartered in Lake Success, New York, Broadridge has evolved into a pivotal player in financial technology and communications. The company's innovations in digital platforms, customer communications management, and operational efficiency have positioned it as a trusted partner for financial institutions seeking to streamline processes and enhance client engagement in an increasingly complex regulatory environment.
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