Broadridge Financial Solutions (NYSE:BR) is a global fintech company that provides investor communications and technology-driven solutions to financial services firms. The company’s core offerings include proxy processing, regulatory compliance communications, and data and analytics tools designed to improve operational efficiency and client engagement. Broadridge serves a broad range of customers, including banks, broker-dealers, asset managers, mutual funds and corporate issuers, helping them manage critical back-office tasks and meet evolving regulatory requirements.
Broadridge’s product suite spans investor communication platforms, securities processing, and wealth and asset management technology. Its investor communication solutions automate the production and distribution of shareholder materials, such as proxy statements and annual reports, while its transaction processing services support trade confirmation, clearing and settlement. The company also offers data analytics and cloud-based software for portfolio management, performance reporting and client relationship management, enabling firms to leverage insights throughout the investment lifecycle.
Founded as part of Automatic Data Processing (ADP) before spinning off as an independent public company in 2007, Broadridge has expanded through organic growth and strategic acquisitions. It operates in over 90 markets globally with major offices in North America, Europe and Asia, reflecting its commitment to support clients in diverse regulatory environments. The company’s scalable platforms are designed to adapt to local market practices while delivering consistent service standards worldwide.
Broadridge’s leadership team is headed by Executive Chairman Richard J. Daly and President and Chief Executive Officer Christopher A. Perry, who guide the company’s strategic vision and innovation roadmap. With a focus on technology investments and client-centric solutions, the company continues to evolve its offerings to address industry trends such as digital asset integration, environmental, social and governance (ESG) reporting, and next-generation data analytics.
