Broadridge Testimonials

“Broadridge’s unique combined order management and portfolio management system is all that we need to support the entire workflow of our firm.”

“Prior to implementation, we spent weeks with auditors collecting manual reports, answering questions and providing a large sample of data to ensure consistency. The Broadridge solution has saved us at least 1-2 weeks a year on just the annual audits. When combined with the savings of approximately half a day a month for accruals and the more simplified and streamlined process, it is just the beginning of what we hope to do moving forward.”