A Solution is Available Today

With Broadridge’s cost basis reporting system your firm will:
  • Support the new cost basis reporting requirements
  • Offer performance reporting to all of your customers
  • Reduce amount of input/ research needed by your operations staff
  • Integrate with your books and records and year end reporting
  • Adjust for corporate actions automatically


Broadridge’s Aspire® Portfolio Accounting application helps our clients meet all of these requirements, at the processing scale and accuracy they need.