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Broadridge Review

Broadridge
Our score: 8.5 User satisfaction: 100%

What is Broadridge?

Broadridge is a suite of investor communications and technology-driven solutions that cater to the needs and specifications of banks, broker-dealers, mutual funds and corporate issuers. Its product lines include investor and customer communications, securities processing, and data and analytics solutions.

Broadridge solutions are built to help clients deliver high-quality services to their retail and institutional customers across the entire investment lifecycle, including pre-trade, trade, and post-trade processing functionality. Serving a base comprised of four client groups – capital markets, asset management, wealth management and corporations – Broadridge now leads the way of multi-channel communications, bolstering your capabilities to communicate with your clients and investors and adhere to regulatory requirements.

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Overview of Broadridge Benefits

Broadridge Investment Management Solutions delivers buy-side technology platforms that are specifically built for the global investment management industry. It comes with core capabilities such as order management, data warehousing, reporting, reference data management, risk management and portfolio accounting, features required by hedge fund managers, investment managers and the providers that operate in this sector, including prime brokers, hedge fund administrators, and custodians.

Broadridge boasts a set of multi-currency systems that enable users to perform real-time processing of securities transactions in North American equities, options, fixed income securities and mutual funds. Equity and options transactions that are processed in the United States are supported in real time by the Brokerage Processing Services (BPS), its multi-currency back-office processing system, On top of that, Broadridge gives small and mid-market financial firms that operate in Canada a throng of transaction processing tools and services.

Broadridge provides business process outsourcing services collectively branded as the Managed Services solution, which is capable of supporting the operations of its clients’ businesses, such as their securities clearing, record-keeping, and custody-related functions. Its clients execute and clear their securities transactions and engage Broadridge to do several related administrative back-office tasks, like record-keeping and reconciliations.

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Overview of Broadridge Features

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

Broadridge Position In Our Categories

Because businesses have their own business-related needs, it is only sensible that they avoid choosing an all-encompassing, ”best” software product. Nonetheless, it would be almost impossible to try to find such an app even among popular software systems. The right thing to do would be to narrow down the several key aspects which merit inspection like essential features, costing, technical skill ability of the users, organizational size, etc. Next, you must conduct the product research comprehensively. Browse through some Broadridge evaluations and scrutinize each of the software options in your list in detail. Such detailed research can make sure you stay away from unfit software products and choose the one that provides all the aspects your business requires to achieve growth.

Position of Broadridge in our main categories:

TOP 50

Broadridge is one of the top 50 Business Process Management Software products

If you are considering Broadridge it might also be sensible to analyze other subcategories of Business Process Management Software gathered in our database of B2B software reviews.

Since each organization has specific business wants, it is advisable for them to refrain from seeking a one-size-fits-all faultless software solution. Needless to say, it would be futile to try to find such a system even among widely used software platforms. The intelligent thing to do would be to list the various vital factors that require consideration such as main features, finances, skill levels of employees, company size etc. Then, you should do your homework thoroughly. Read some Broadridge Business Process Management Software reviews and look into each of the other solutions in your shortlist in detail. Such exhaustive groundwork can make sure you discard ill-fitting applications and zero in on the system that provides all the features you need for business success.

How Much Does Broadridge Cost?

Broadridge Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Broadridge pricing details?

Broadridge Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Broadridge’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 135
Negative Social Media Mentions 0

We are aware that when you make a decision to purchase a Business Process Management Software it’s important not only to see how professionals rank it in their reviews, but also to discover whether the real clients and businesses that bought it are genuinely happy with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Broadridge reviews across a wide array of social media sites. The information is then presented in an easy to understand form showing how many clients had positive and negative experience with Broadridge. With that information at your disposal you will be equipped to make an informed purchasing decision that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Broadridge?

Bo information available.

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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