Broadridge
Print fulfillment software
Digital banking platforms
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$17.99 per month
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What is Broadridge
Broadridge provides technology and operations services for financial institutions, with products that support investor communications, regulatory reporting, securities processing, and digital engagement. It is used by broker-dealers, banks, asset managers, and corporate issuers to run high-volume, compliance-sensitive workflows across print and digital channels. The portfolio combines software platforms with managed services, including large-scale document composition, distribution, and data-driven communications.
Deep financial industry coverage
The product set is designed around capital markets and wealth/investor communications workflows rather than general-purpose print or design use cases. It supports regulated document types and operational processes common to broker-dealers, asset managers, and issuers. This specialization can reduce the need for custom development compared with generic print fulfillment tools.
High-volume communications operations
Broadridge is built to handle large-scale, recurring production and distribution of statements, notices, and other investor communications. It supports coordinated delivery across print and digital channels, which is important for firms managing preference, consent, and delivery rules. This operational focus differs from lighter-weight direct mail or on-demand print services that emphasize ad hoc campaigns.
Managed services plus platforms
Broadridge commonly delivers solutions as a combination of software and outsourced processing, which can help firms that want to offload production, mailing, and related operational tasks. This model can simplify vendor management by consolidating technology and execution under one provider. It also aligns with organizations that require defined service levels for time-sensitive communications.
Less suited to SMB needs
The platform and service model is typically oriented to mid-market and enterprise financial institutions with complex compliance and volume requirements. Smaller organizations may find the scope, contracting, and operating model heavier than simpler print fulfillment or digital-first tools. Total cost and implementation effort can be disproportionate for low-volume use cases.
Implementation and change complexity
Deployments often involve integration with core banking, brokerage, CRM, data warehouses, and document composition workflows. Coordinating stakeholders across compliance, operations, and IT can extend timelines compared with self-serve print or design platforms. Ongoing changes to templates, data mappings, and regulatory content may require specialized skills or vendor involvement.
Portfolio breadth can be fragmented
Broadridge operates a broad portfolio spanning communications, processing, and digital experiences, which can create complexity in product selection and architecture. Capabilities may be distributed across multiple modules or services rather than a single unified application. Buyers may need careful scoping to avoid overlapping tools and to ensure consistent reporting and governance.
Plan & Pricing
AdvisorStream (Advisor Marketing) plans (Broadridge Advisor Solutions pricing page)
| Plan | Price | Key features & notes |
|---|---|---|
| Essentials | $210 per month | Professional website, financial literacy content, marketing automation, social & email marketing, eCards. (Listed on Broadridge Advisor Solutions pricing page.) |
| Growth | $400 per month | Everything in Essentials plus licensed publisher content, weekly newsletters done-for-you, AI-powered marketing, automated email nurturing, business listings & ads. |
| Enterprise | Contact Us | Enterprise-level reporting, compliance workflows, integrations, named account manager. |
Website plans (Broadridge Advisor Solutions pricing page)
| Plan | Price | Key features & notes |
|---|---|---|
| Essentials (Website) | $75 per month | Site builder, integrated financial content, mobile-optimized layouts, SEO tools. |
| Growth (Website) | $185 per month | Everything in Essentials + local business listings, branded search ads, re-targeting ads. |
| Enterprise (Website) | Contact Us | Enterprise features, advanced integrations and reporting. |
Usage-based / per-item / special-offer pricing (examples found on Broadridge official site pages and partner-offer pages):
Pricing model: Usage-based / per-piece and one-time fees (varies by product/offers) Free tier/trial: Broadridge Advisor Solutions free trial signup is available on the official site (sign-up page). Example costs (official site pages / partner offers):
- eNewsletters / Market Summaries — $59.99 per month (listed on Broadridge Advisor site).
- eCards — $17.99 per month (listed on Broadridge partner offer pages as a promoted price).
- Seminar solution sets — starting at $1,350 annually per Seminar Solution Set (Broadridge site).
- Single-session seminars — as low as $299 per title (+ annual renewal fee).
- Print marketing (partner offer pricing ranges shown on Broadridge site): Full-service orders: $1.49–$1.76 per piece (example offered pricing); Print-only: $0.84–$0.90 per piece. (Other partner pages show similar ranges such as Full Service $1.72–$1.92; Print Only $0.84–$0.90.) Discounts/notes: Partner/broker-dealer promotions and bundled discounts (e.g., bundled 15% off) and broker-dealer partner pricing are shown on the official site; many enterprise solutions require contacting sales for custom/pricing.
Seller details
Broadridge Financial Solutions, Inc.
Lake Success, New York, USA
1962
Public
https://www.broadridge.com/
https://x.com/Broadridge
https://www.linkedin.com/company/broadridge/
