Broadridge Financial Solutions, Inc. (BR)

業務介紹

博睿金融解決方案公司提供投資者通訊和以技術為驅動的金融服務行業解決方案。該公司的投資者通訊解決方案部門處理和分發股票證券和共同基金的代理材料,並提供相關的投票處理服務;分發監管報告、集體訴訟和公司行動/重組事件信息,以及納稅申報解決方案。該公司還提供ProxyEdge,這是一個電子代理投票解決方案;數據驅動的解決方案和用於內容管理、撰寫和全渠道分發監管、營銷和交易信息的端到端平台,以及共同基金交易處理服務;數據和分析解決方案;公眾公司和共同基金的解決方案;SEC備案和資本市場交易服務;登記管理、股票轉讓和記錄保管服務;以及全渠道客戶通訊解決方案,並運營博睿通訊雲平台,該平台創建、傳遞和管理通訊和客戶參與活動。該公司的全球技術和運營部門提供自動化股票、共同基金、固定收益、外匯和交易所交易衍生品從前端到後端的交易生命週期的解決方案,包括訂單捕獲和執行、交易確認、保證金、現金管理、結算、參考數據管理、對賬、證券融資和抵押品管理、資產服務、合規和監管報告、投資組合會計和託管相關服務。該部門還提供業務流程外包服務;投資組合管理、合規、費用計費和運營支持等技術解決方案;以及資本市場和財富管理解決方案。該公司成立於1962年,總部位於紐約州湖成功。



Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.

公司網址

https://www.broadridge.com