Pricing is not publicly disclosed; contact Broadridge's sales team for a custom quote.
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Last updated
August 15, 2026
IntegrationsSaaSEnterpriseAPIReportingCloud
Broadridge Financial Solutions is a global financial technology company that powers investing, corporate governance, and communications infrastructure for the financial services industry. Publicly traded on the NYSE (ticker: BR) and a member of the S&P 500, Broadridge has operated for more than 60 years and employs over 15,000 associates supporting clients in more than 100 countries. Its platform spans the full investment lifecycle: front-office trading and portfolio/order management, middle- and back-office trade processing, asset servicing and reconciliation, wealth advisor productivity tools, governance and regulatory compliance (including proxy services and stock transfer agency), omnichannel customer communications, and data/analytics intelligence. Broadridge settles over $15 trillion in tokenized and traditional securities daily and serves more than 10,000 public companies, along with banks, broker-dealers, asset managers, and wealth management firms, positioning itself as core infrastructure for the capital markets ecosystem.
Key Features
Portfolio & Order Management — Trading venue connectivity and order/portfolio management tools for front-office trading operations.
Advisor Productivity & Investor Solutions — Tools to help wealth advisors grow their book of business, plus retirement and workplace solutions.
Proxy Services & Regulatory Reporting — Governance, regulatory compliance, proxy voting services, and stock transfer agency support for public companies.
Omnichannel Customer Communications — Messaging and marketing engagement tools for investor and customer communications.
Market Intelligence & Analytics — Data, analytics, and regulatory reporting intelligence across the investment lifecycle.
Pros & Cons
Pros
Extremely broad platform spanning front-office trading through back-office processing, governance, and communications, reducing vendor sprawl for large financial institutions.
Established, publicly traded company (NYSE: BR, S&P 500) with 60+ years in the industry and deep regulatory/compliance expertise.
Massive proven scale: settles over $15 trillion in securities transactions daily and serves 10,000+ public companies.
Global footprint with support in 100+ countries, useful for multinational financial institutions.
Cons
Enterprise-focused with no public self-serve pricing or sign-up; buyers must go through a sales engagement to get a quote.
Breadth of offerings across 7+ capability areas can make it harder for smaller firms to identify the specific module they need.
Built primarily for large financial institutions, likely overkill or cost-prohibitive for small firms or independent advisors.