Corporate Issuer
Consolidate the entire proxy process with an efficient, cost-effective solution that reaches both registered and beneficial shareholders.
ShareLink
some random Albania that works in Park Ave.
a prospect looking for newsletter and seminar information
BAS
back-office processing system, supporting real-time processing of North American Equities, ETFs, MFs, Options, and DTC eligible Fixed-Income securities
BPS
2017- a full-service financial document management solutions provider.
Summit Financial Disclosure
ability to host the annual meeting online
Virtual Shareholder Meeting
full multi-asset class support, electronic connectivity to 400+ destinations, risk and exposure calculations and integrated short locate functionality
Portfolio/Order Management
comprehensive data & reconciliation solution offering enterprise performance reporting, and a web-based advisor desktop
Data Agg. (investigo)
Front to back office global solutions for securities lending, repo, synthetic finance and collateral management
Collateral Management
2016- a provider of advisor compensation management solutions that help broker-dealers and wealth management firms
M&O Systems
Full-service shareholder communications and transactional services, record keeping.
Transfer Agency
Transforms fee and billing processes to deliver transparency, efficiency, and value
REVPORT
an automated, end-to-end platform that makes it easy to establish and set up voting policies and procedures; monitor voting trends; process, track and reconcile voting; and comply with SEC guidelines
ProxyEdge
provides fast-track access to a network for the full range of messages including securities, treasury, derivatives, payments and corporate actions
SWIFT
2018- provides specialist support services with an emphasis on Financial Reporting. Located in Ireland
Fund Assist
offers a comprehensive reporting dashboard that provides a unique, multidimensional view of shareholder data.
Shareholder Data Services
solution that masters and delivers ‘fit for purpose’ enterprise data to the enterprise for use in portfolio management, risk, operations, reporting and back office accounting
Security Master
prospecting tool that consolidates, scores and analyzes data from multiple sources, presenting these insights in a simple, mobile enabled user interface.
Opportunity Hunter
provides global multi-asset transaction processing covering the full post-trade lifecycle for equities, debt, FX/money markets and derivatives in more than 70 countries
GLOSS
2019- provide specialized banking book collateral management technology.
RockallTech
helps shareholders better understand the data and information presented with an easy way to highlight important corporate messaging. Automatic conversion of SEC document and customized landing pages extend your brand message.
Interactive Proxy
comprehensive, accurate and timely accounting book of record to support accounting and control requirements with a leading market position supporting the leading state treasury and public investment funds
Broadridge Investment Accounting
a comprehensive approach to compensation across asset classes, including assets held away, facilitating commission-based, asset-based and other innovative and compliant compensation approaches.
BRAC
provides global scalability and promotes 24X7 processing. Traders, operations and support can perform daily activities without interruption (even during end-of day processes)
FXL
2010- leading independent provider of mutual fund processing solutions for the defined contribution market, and holds a substantial position in the rapidly growing small- and medium-sized retirement plan segment.