Deliver Real-time Portfolio Intelligence

Wealth management firms differentiate themselves through information, analysis and service. Now you can deliver real-time portfolio intelligence and insights to advisors and their clients—in whatever channel or format they prefer.

Performance Analytics

Broadridge’s flexible, ready-to-deploy performance solution makes it simple to set, measure and manage goals against any benchmark. It is architected to handle a vast volume of data over a long period of time, to calculate an accurate rate-of-return throughout the life of an account and its holdings.

  • Consistent calculations include time and dollar weighted rates of return, as well as net and gross-of fees calculations at the asset, category, account, group and composite levels.
  • A complete view of investors’ holdings and performance at the account, individual and household-level—including an option for held-away assets.
  • Performance measured by goals-based buckets to create a household asset allocation strategy that optimize investor outcomes.
  • Assign individual benchmarks or use our blended benchmark functionality to construct benchmarks appropriate to portfolio strategies. Demonstrate value-added performance with side-by-side comparisons that show actual investor cash-flows-to-index performance.
  • Risk measures include Standard Deviation, Sharpe Ratio, Treynor Ratio, Alpha, Beta and R-squared.

Broadridge Performance Analytics is an open solution that integrates easily with your existing data, platform and infrastructure. The platform handles all types of financial data, including real-time and non-standard formats. Our expertise in conversions and integration, coupled with world-class training, service and support, will have your enterprise and advisors up and running quickly, painlessly, and effectively.

Step up to evolving investor demands. Ensure your infrastructure is future-ready. Broadridge has earned the confidence of leading financial organizations with our ability to think proactively and act innovatively, while delivering scale, reliability and mission-critical functionality.


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Product Overview
Performance Analytics

Broadridge’s flexible, ready-to-deploy performance solution makes it simple to set, measure and manage goals...

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