Broadridge Review

Broadridge OUR SCORE 85%
starting price By quote
our score 85%
free trial
  1. What is Broadridge
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Broadridge?

Broadridge is a set of technology-driven solutions and a pack of investor communications tools that are specifically developed to cater to the specifications and needs of corporate issuers, mutual funds, broker-dealers, and banks. Its line of products includes data and analytics, securities processing, and customer communications solutions. Broadridge applications are designed to aid clients in delivering high-quality service to their institutional customers and retailers across the whole investment lifecycle which includes pre-trade, trade, as well as post-trade processes. There are four groups of clients that the solution serves: corporations, wealth management, asset management, and capital markets. With this, Broadridge is a leader of multi-channel communications, which bolsters your abilities to communicate with your investors and clients and at the same time, comply with regulatory requirements.

Product Quality Score

Features
8.5
Ease of use
8.6
Customer support
8.4
Value for money
8.5
8.5
TOTAL SCORE

Broadridge features

Main features of Broadridge are:

  • Mutual Fund Processing
  • Enterprise Data Management & Analytics
  • Investment Management Solutions
  • Reconciliation & Process Control
  • Business Process Outsourcing
  • Advisor & Wealth Solutions
  • Revenue & Expense Management
  • Corporate Issuer Solutions
  • Investor Communications
  • Securities Processing Technology

Broadridge Benefits

Benefits

The main benefits of Broadridge are its investment management capabilities, support for systems with multiple currencies, and business process outsourcing services. Here are more details:

Investment management solutions

The system’s Investment Management Solutions are capable of delivering buy-side technology platforms specially designed for businesses in the field of global investment management. It is equipped with core functionalities required by investment managers, hedge fund managers, as well as providers that operate in the same sector such as prime brokers, custodians, and hedge fund admins. These aforementioned functionalities include order management, portfolio accounting, risk management, reference data management, and data warehousing.

Multi-currency systems

The platform has a suite of multi-currency systems, which empowers users to execute real-time processing of securities transactions in mutual funds, fixed income securities, options, and North American equities. Options and equity transactions that are being processed in the US are supported in real time by the BPS (Brokerage Processing Services), the multi-currency back office processing system of Broadridge there. Furthermore, the platform also gives small- and medium-sized market financial firms that are operating in Canada a set of transaction processing services and tools.

BPO services

Broadridge is equipped with BPO services that are collectively known as Managed Services solutions. This is capable of providing support for the operations of your client’s businesses like custody-related functions, record keeping, and securities clearing. Clients can clear and execute their securities transactions and they can engage Broadridge for various related admin back office jobs such as reconciliations and record keeping.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

Broadridge Integrations

The following Broadridge integrations are currently offered by the vendor:

No information available.

Video

Customer Support

Phone
Online

Pricing Plans

Broadridge pricing is available in the following plans:

Free trial
QUOTE-BASED PLAN
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