Provider of investor communications and technology-driven solutions to banks, broker-dealers, and corporations.
Broadridge Financial Solutions, Inc. specializes in providing innovative investor communications and technology-driven solutions tailored for the financial services industry. The company's Investor Communication Solutions segment is integral to its operations, managing the processing and distribution of proxy materials for equity securities and mutual funds. This segment also facilitates vote processing services and delivers regulatory reports, class action notifications, corporate action updates, and tax reporting solutions. Broadridge's ProxyEdge platform offers electronic proxy delivery and voting capabilities, enhancing efficiency and engagement in shareholder communications.
Additionally, Broadridge operates a robust Global Technology and Operations segment that automates the end-to-end transaction lifecycle across various financial instruments. This includes equities, mutual funds, fixed income products, foreign exchange, and exchange-traded derivatives. The segment provides comprehensive solutions for order capture, trade confirmation, margin and cash management, clearance and settlement, reference data management, reconciliations, and regulatory reporting. Broadridge also offers business process outsourcing services, technology solutions for portfolio management and compliance, as well as wealth management solutions.
Founded in 1962 and headquartered in Lake Success, New York, Broadridge serves a wide range of clients globally. The company's Broadridge Communications Cloud platform is pivotal in creating, delivering, and managing omni-channel communications and customer engagement activities. With a strong commitment to technological innovation and operational excellence, Broadridge continues to shape the future of financial services by enabling seamless digital experiences and enhancing operational efficiency for its clients.