Broadridge Financial Solutions

Broadridge Financial Solutions

Broadridge Financial Solutions offers a range of services in asset management, capital markets, consumer finance, and insurance, focusing on operational efficiency and risk management.

Location: United States
Software Type: Web App
Categories:

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Description

Broadridge Financial Solutions provides a suite of services tailored for the financial services industry, addressing the needs of institutional investors, mutual funds, ETFs, and retirement service providers. Their offerings span across various sectors, including:

Asset Management

  • Portfolio Management: A comprehensive approach that enhances the performance and management of client portfolios, ensuring alignment with their investment strategies.
  • Regulatory Compliance: Solutions designed to help firms navigate the complex landscape of regulations, ensuring adherence to industry standards and practices.

Capital Markets

  • Transform Trade Life Cycle: This service optimizes the entire trade life cycle, enhancing efficiency and reducing operational risks associated with trading activities.

Consumer Finance

  • Customer Communications: Broadridge enables firms to gain a single view of customer identities and preferences, allowing for tailored and effective communication strategies.

Insurance

  • Digital and Print Communications: The company provides solutions that ensure relevant, personalized communications are delivered to clients, enhancing engagement and satisfaction.

These services collectively empower financial institutions to improve operational efficiency, manage risks more effectively, and enhance investor engagement through optimized communication and compliance strategies. Broadridge's commitment to innovation and reliability positions it as a leader in the financial services sector, catering to diverse client needs across various platforms.

Features

Comprehensive Portfolio Management

Enhances the management and performance of client portfolios across various investment strategies.

Regulatory Compliance Solutions

Assists firms in meeting complex regulatory requirements, ensuring adherence to standards.

Trade Lifecycle Optimization

Streamlines trading processes to reduce operational risks and improve efficiency.

Customer Identity Management

Provides insights into customer identities and preferences for better-targeted communications.

Personalized Communication Strategies

Delivers relevant digital and print communications to enhance client engagement and satisfaction.

Tags

financial technologyinvestment managementrisk managementclient engagement

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support