Fund Sales, Marketing & IR Technology

Broadridge

Lake Success, NY (hq) | +41 offices globally
14,000 employees

Broadridge provides a wide range of technology solutions and services for the financial services industry.

Its marketing and IR solutions for asset managers are geared towards enhancing communications and sales for ETFs and Mutual funds.

Those solutions include fund communications, investor intelligence and prospect targeting, and marketing campaign management.

Broadridge also provides the DocuBuilder tool that allows investment managers and others to create, edit and deliver marketing and communications documents from a centralized source.

The firm processes daily trading of $10T in securities globally and serves 5,000+ brands in financial services including asset managers, wealth managers, banks, consumer finance providers and corporate issuers.

Last checked or updated:
6/28/2024

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