Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions to banks, broker-dealers, mutual funds and corporate issuers worldwide. The company’s services include investor communications, securities processing, and data and analytics solutions. Business and Segments The company’s businesses operate in two business segments, Investor Communication Solutions and Global Technology and Operations. The company serves a client base across four client groups, including capital markets, asset management, wealth management and corporations. Investor Communication Solutions segment This segment includes the company’s Bank/Broker-Dealer Investor Communication Solutions, Customer Communication Solutions, Corporate Issuer Solutions, Advisor Solutions and Mutual Fund and Retirement Solutions. This segment’s business involves the processing and distribution of proxy materials to investors in equity securities and mutual funds, as well as the facilitation of related vote processing. ProxyEdge, the company’s electronic proxy delivery and voting solution for institutional investors and financial advisors, helps ensure the voting participation of the major stockholders of various companies. The company also provides the distribution of regulatory reports and corporate action/reorganization event information, as well as tax reporting solutions that help its clients meet their regulatory compliance needs. The company also provides customer communications, financial information distribution and transaction reporting services to financial services firms, corporations and mutual funds. These services include the processing and distribution of account statements and trade confirmations, traditional and personalized document fulfillment and content management services, marketing communications, and imaging, archival and workflow solutions that enable and improve its clients’ communications with investors and customers. All of these communications are delivered through print, electronic or digital channels. In addition, the company provides corporations with registered proxy services, as well as registrar, stock transfer and record-keeping services. The company’s advisor solutions enable firms, financial advisors, wealth managers, and insurance agents to engage with customers through cloud-based marketing and customer communication tools. Its marketing ecosystem integrates data, content and technology to drive new client acquisition and cross-sell opportunities through the creation of sales and educational content, including seminars and a library of financial planning topics, as well as customizable advisor Websites, search engine marketing and electronic and print newsletters. The company’s advisor solutions also help advisors optimize their practice management through customer and account data aggregation and reporting. The company supports approximately 100,000 professionals at approximately 250 financial firms with its advisor solutions. The company’s mutual fund and retirement solutions are a range of tools for mutual funds, exchange traded fund (ETF) providers, and asset management firms. They include data-driven technology solutions for data management, analytics, investment accounting, marketing and customer communications. In addition, it provides mutual fund trade processing services for retirement providers, third party administrators, financial advisors, banks and wealth management professionals through its subsidiary, Matrix Financial Solutions, Inc. (Matrix). Bank/Broker-Dealer Investor Communication Solutions: The company handles the proxy materials distribution and voting process for its capital markets clients on-line and in real-time, from coordination with third party entities to ordering, inventory maintenance, mailing, tracking and vote tabulation. It offers electronic proxy delivery services for the electronic delivery of proxy materials to investors and collection of consents; maintenance of a database that contains the delivery method preferences of its clients’ customers; posting of documents on the Internet; e-mail notification to investors notifying the
broadridge financial solutio
5 Dakota Drive
Lake Success, NY 11042
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