Broadridge Company Review & Valuation
About Broadridge Financial Solutions, Inc.
Broadridge Financial Solutions, Inc.
provides investor communications and technology-driven solutions for the financial services industry worldwide.
The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and offers ProxyEdge, an electronic proxy delivery and voting solution.
It also provides registered proxy, registrar, stock transfer, and record-keeping services to corporations; and distributes regulatory reports and corporate action/reorganization event information, and tax reporting solutions.
In addition, this segment offers customer communication solutions, including processing and distributing its clients' transactional, regulatory, and marketing communications through print and digital channels.
Further, it provides cloud-based marketing and customer communication tools, as well as customer and account data aggregation and reporting services; and creates sales and educational content, including seminars and a library of financial planning topics, as well as customizable advisor Websites, search engine marketing, and electronic and print newsletters.
Additionally, this segment offers mutual fund and retirement, and mutual fund trade processing services.
The company's Global Technology and Operations segment offers middle- and back-office securities processing solutions that include desktop productivity tools, data aggregation, performance reporting, portfolio management, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, asset servicing, reference data management, reconciliation, securities financing and collateral optimization, compliance and regulatory reporting, and accounting.
It also provides international securities processing and managed services.
The company was founded in 1962 and is headquartered in Lake Success, New York.