25 February 2024

Company profile for Broadridge Financial Solutions

Broadridge Financial Solutions logo
1981 Marcus Avenue, Lake Success, NY 11042, NY 11042, United States
Telephone: +1 800 353 0103
Telephone: +44 (0) 20 7551 3000
Asia Pacific
Telephone: +852 2869 6393

Company information

International offices: New York, Frankfurt, Geneva, Hong Kong, London, Sydney, Tokyo, Toronto, Prague, Hyderabad, Singapore, and Johannesburg

Broadridge Financial Solutions is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge’s investor communications, securities processing and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America, and processes more than $5 trillion in fixed income and equity trades per day. Broadridge employs approximately 7,400 full-time associates in 14 countries.

Products and services

Global Post-Trade Management - Multi-Asset Processing
Leading international institutional brokerage solution which automates the trade processing lifecycle from trade capture through confirmation, clearing agency reporting and settlement. Enables firms to capture, process and settle securities, treasury and derivative transactions in virtually any currency and market.

Revenue and Expense Management
A global revenue and expense management solution that enables asset management, mutual fund, and capital markets firms to effectively perform complex calculations, process invoices and validate expenses through a streamlined operations process.

PROactive Reconciliation
Validates, enriches and matches transaction data from the earliest point in the trade lifecycle through to post-settlement, for any type of financial instrument across all internal systems and external agents.

PROactive Matching
Confirmation matching solution that automates the processing of trade confirmations.

FX and Liquidity Solutions
Componentised front-to-back office solutions - from risk analytics to cash management - with straight through processing for FX, exchange-traded futures and options, metals, CFDs, NDFs, and money market instruments.

PROactive Broker - UK Retail & Private Client Processing
UK and cross-border system for retail and private client stockbroking.

The SUMMIT broker client accounting system is part of a comprehensive multi-asset, multi-market solution range for firms operating in Australia. It combines straight-through processing capabilities with local connectivity to the Australian market, and offers regional and global reach for international operations.

Global SWIFT Services
Provides fast-track access to the SWIFT network for the full range of SWIFT messages including securities, treasury, derivatives, payments and corporate actions, all in a complete service environment.

Investor Communication Solutions
Outsource solutions for banks, brokers, institutional investors and issuing companies for proxy voting and shareholder communications. Our proxy voting services are fully automated and delivered through our multilingual browser based platform, Proxy Edge.

Managed Data Services
A streamlined way to deliver the highest quality reference data throughout your organisation, our service offers one-stop access to the data sources you need through a single, neutral global provider, covering: securities master records, pricing, corporate actions, legal entity, financial calendars and more.

Investment Management Solutions
Broadridge provides hedge funds and asset managers with front-, middle- and back-office solutions. Our multi-asset solutions help simplify the management of complex instruments and strategies, improve operational efficiencies and help lower the costs of managing multi-prime hedge funds.

Risk Management and Analysis
Portfolio management solution allowing firms to manage the full trade lifecycle in one application with real-time market data across all asset classes, analytics and an extensive, customisable library of reports.
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