Broadridge's Portfolio Accounting

Challenge:

Support the new cost basis reporting requirements, reduce amount of input/research needed by your operations staff? Wishing you could offer performance reporting for all of your customers?

Solution:

Portfolio accounting a highly efficient engine lets you do both. Broadridge's cost basis reporting system:

integrates with your books and records
year end reporting adjusts for corporate actions automatically

Take a closer look at where your firm stands. Get informed by contacting Broadridge to learn more about where you may have reporting gaps. Plant your firm on solid ground and learn more about the upcoming requirements.