Choose Broadridge
Complex shareholder communications, proxy distribution, and transactional or capital-markets programs where a large service network is the point of the engagement.
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TakePublic vs Broadridge
Broadridge runs shareholder communications and proxy services at scale; TakePublic is the Exchange Act reporting back office.
- Best for
- Smaller reporting companies
- Our pricing
- Posted; Core in closed beta
- Their pricing
- Quote-based, engagement-scoped
- Broadridge category
- Shareholder communications and proxy
- Counsel
- Your attorney, or your designated reviewer for Forms 3, 4 and 5, signs off every filing we prepare
VS
VS BR
Broadridge
Shareholder communications
How TakePublic is different
Broadridge provides shareholder communications, proxy and regulatory filing services, often for proxy season. TakePublic drafts, reviews and files the recurring SEC forms; it is not a shareholder-communications or proxy-distribution network.
- 01Connect books
- 02AI drafts with citations
- 03Counsel signs
- 04Submit to EDGAR
The TakePublic model
- Ledger numbersThe model reads summary and flux figures but never generates a statement figure.
- Counsel gateYour securities attorney, or for Forms 3, 4 and 5 your designated reviewer, signs off the exact document version before anything reaches EDGAR.
- Free counsel seatsYour securities counsel's seat is free; the company's subscription is the only paid account. TakePublic is not a law firm and does not replace your PCAOB auditor.
- One workspaceReplaces the drafting-consultant-agent handoff; specialized proxy vendors can still sit beside the platform.
When Broadridge is the better fit
Choose TakePublic
Day-to-day 10-K, 10-Q, 8-K, and Form 4 work at a smaller reporting company, from books to counsel to EDGAR.
Pricing
Their pricing
Broadridge pricing is quote-based and engagement-scoped. Contact Broadridge for current terms.
TakePublic, published
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Monitor$499 / month
Company calendar, health score, and ET deadline tracking while your current vendors keep filing. Or $4,990 a year, 2 months free.
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Section 16$999 / month
Forms 3, 4, and 5 drafted, signed by counsel, and filed. Or $9,990 a year, 2 months free.
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CoreClosed beta
In closed beta: drafts and files 10-K, 10-Q, 8-K and NT notices.
No per-filing fees, no rush charges. Core is in closed beta and has no price posted yet; request access on the pricing page and we will be in touch.
See full pricingRead our output before you decide
Generated documents, scored line by line against what each company filed.
EPM10-K
Evolution Petroleum Corporation
Score95.6 / 100
YORW10-K
The York Water Company
Score95.9 / 100
CADL10-Q
Candel Therapeutics, Inc.
Score95.8 / 100
These companies are not TakePublic customers. Trademarks belong to their respective owners; the filings shown are public records. All 27 published drafts are in the viewer.
Frequently asked questions
Is TakePublic a Broadridge replacement?
For recurring SEC reporting and filing with counsel in the workflow, it is an alternative operating model. Shareholder communications and proxy distribution at scale remain Broadridge's category.
Do I still need an EDGAR filing agent?
On Core you can file through TakePublic after counsel sign-off, or export to your own agent. On Monitor your existing agent continues to file while TakePublic runs the calendar.
Does TakePublic handle proxy statements?
Yes, the statement itself. For proxy season, Core drafts the proxy statement, tags pay versus performance, gets counsel's sign-off and prepares the package for your agent; distribution goes to your Broadridge or Mediant campaign with the meeting facts in their format; TakePublic never mails or tabulates. The Company calendar tracks the DEF 14A and Part III dates in ET and marks them satisfied when the statement reaches EDGAR.
Can we use TakePublic alongside Broadridge?
Yes. Broadridge stays your distributor: TakePublic hands your Broadridge campaign the counsel-signed proxy package with a campaign sheet in Broadridge's own field order (record and meeting dates, class, distribution model, CUSIP, postage, USPS Mailer ID), records the delivery and the confirmation you paste back, and puts Broadridge's cut-offs on the Company calendar. Broadridge keeps production, mailing and tabulation. Start on Monitor if you are mid-contract elsewhere.
Pricing
Fixed pricing, posted in full.
Monitor $499 a month, Section 16 $999. Core is in closed beta. Annual billing: 2 months free. No per-filing fees.
See pricing Get startedTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Forms 3, 4 and 5 prepared in TakePublic file only after the reviewer the company designates, such as its securities counsel, signs off; any other filing prepared in TakePublic files only after a licensed securities attorney signs off.