Broadridge is the better fit
Choose Broadridge for 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 is known for shareholder communications, proxy, and regulatory filing services at scale. Public companies engage Broadridge when proxy distribution, investor communications, and related regulatory production need a large service network.
TakePublic focuses on the company's recurring Exchange Act reporting back office: deadlines, AI drafts from connected books, auditor and counsel seats, and EDGAR filing. It is aimed at CFOs and controllers at smaller reporting companies, not at enterprise shareholder-communications programs.
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TakePublic
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Broadridge
Shareholder communications
- Best for
- CFOs and controllers at smaller reporting companies
- Pricing
- TakePublic posts pricing. Core from $2,999/month.
- Broadridge pricing
- Quote-based and engagement-scoped
- Counsel
- Your securities attorney signs every TakePublic filing.
What Broadridge is
Broadridge provides shareholder communications, proxy, and regulatory filing services for public companies and market participants. The category is service-heavy: distribution, communications, and filing support run through an established vendor network.
Companies often bring Broadridge in for proxy season, investor materials, and other work that sits next to (or on top of) the core 10-K and 10-Q cycle.
How TakePublic is different
TakePublic is a compliance platform for drafting, review, and filing of recurring SEC forms. It does not position as a shareholder-communications or proxy-distribution network.
01 BOOKSConnected ledger
02 DRAFTAI with citations
03 SIGNCounsel sign-off
04 FILEEDGAR filing
- Books connect once; drafts for 10-K, 10-Q, and related forms start from the ledger with citations and tie-outs. Statements render from the ledger; the model reads summary and flux figures but never generates a statement figure.
- Your securities attorney signs every filing in the product before submission. TakePublic is not a law firm.
- Published tiers: Monitor $299/month, Section 16 $499/month, Core from $2,999/month, with complex Core computed from EDGAR history before checkout.
- Counsel and auditor firm seats are free; the company's subscription is the only paid account.
- One workspace replaces the drafting-consultant-agent handoff for routine filings. Your PCAOB auditor and, when you need them, specialized proxy vendors can still sit beside the platform.
When Broadridge is the better fit
TakePublic is the tighter fit
For day-to-day 10-K, 10-Q, 8-K, and Form 4 work at a smaller reporting company, TakePublic's books-to-counsel-to-EDGAR workspace is the tighter fit.
Pricing
Their pricing
Broadridge pricing is quote-based and engagement-scoped. Contact Broadridge for current terms.
TakePublic, published
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Monitor$299 / month
Compliance calendar, health score, and deadline tracking while your current vendors keep filing.
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Section 16$499 / month
Forms 3, 4, and 5 drafted, signed by counsel, and filed.
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Corefrom $2,999 / month
10-K, 10-Q, and 8-K drafted from your books, counsel sign-off, EDGAR filing, and Inline XBRL.
Complex Core is $4,999 or $5,999 per month, computed from your public EDGAR history and shown before checkout. Onboarding is $5,000 to $10,000 one time by complexity tier.
See full pricingRead our output before you decide
Complete generated documents, scored line by line against what each company actually filed. Open one and read it cover to cover.
These companies are not TakePublic customers. Trademarks belong to their respective owners; the filings shown are public records. All 35 published drafts are on the proof page.
Frequently asked questions
Is TakePublic a Broadridge replacement?
For recurring SEC reporting and filing with counsel in the workflow, TakePublic 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?
A director must record the board's approval against the exact document hash before a DEF 14A can be filed. This gate is unconditional, so invite a director before the deadline. The board's action itself happens under the company's bylaws and state law. Full proxy distribution and shareholder communications are not TakePublic's service model; keep a specialist vendor when you need that network.
Can we use TakePublic alongside Broadridge?
Yes. Many companies will keep a shareholder-communications vendor for proxy season while running the 10-K, 10-Q, and 8-K cycle in TakePublic. Start on Monitor if you are mid-contract elsewhere.
Fixed pricing, quoted before you sign
Monitor from $299 per month, Section 16 at $499, Reg A at $749, and Core from $2,999. Reg A onboarding is $1,500 one time. Core pricing is computed from your public EDGAR history and shown with evidence before checkout.
See pricing Get startedTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.