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+1 800 353 0103	North America
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+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

Our full, multi-currency platform automates your revenue and expense billing process with robust calculation capabilities. Handle all aspects of fee billing management while maintaining complete control and auditability.

Streamline your business with an integrated platform

Provides an end-to-end platform to handle calculating, validating, accruing, invoicing, reconciling and collecting fees within a controlled and auditable workflow

Dynamic reporting and business intelligence outputs
General ledger integration with full chart of accounts
Full, multi-currency sub-ledger
Accounts receivable aging and payment tracking
"No Code" mechanism for defining complex fee calculations
Repository for all client relationship and fee-related data
Straight through processing and exception-based workflow
Audit and control features to validate and finalize invoices

Drive visibility and profitability

Increase revenue

Eliminate fee leakage, add new fee structures, and perform complex fee calculations for a competitive advantage.

Reduce risk

Replace outdated technology and manual processes with a toolset built for large volumes. Experience an auditable platform that ensures transparent fee modifications and accountability.

Improve straight through processing

Automate exceptions and thresholds, streamline exception handling, and ensure seamless flows of inbound and outbound data.

Enhanced fee transparency

Deliver clear and transparent fee communication to clients.

Seize global opportunities

Use multi-currency, multi-lingual capabilities, and built-in tax functionality for control across international jurisdictions.

Enhance revenue control and business intelligence

Revenue, expense and fee billing management

Ingest and store data regarding clients, revenue, and expenses
Calculate accruals, fees, and expenses using a rules-based engine
Perform straight through processing and automation
Leverage a full, multi-currency subledger

Accounts receivable aging and payment tracking

Enter, apply, and track payments and receivables in one or more currencies
Automate payment loads
Automatically compute FX Gain/Loss for invoices outside of native currency
Make pre-payments

Reconciliations

Compare current and prior period invoices (percentage and numerical thresholds)
Review internal accruals against external invoices (total, fees, and data level)

Dynamic reporting and business intelligence

Work within an intuitive dashboard
Produce standard, ad hoc, and custom reports

Gain complete control over your revenue and fee billing. Connect with our experts today.

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

Streamlined fee billing management for every type of firm

Key Capabilities:

Revenue billing
End-client agreement
Client invoicing
Multi-currency
Cashflow proration
Flexible fee rule
Multi-tier fee schedule
Tax management

Support for unlimited fee types, including:

Management fee
Performance fee
Custodial fee
Transaction fees

Get Started

Case Study:

Global Asset Manager Shortens Invoice Cycles and Streamlines Compliance | Broadridge

“Identified and recovered over $1 million of misallocated revenue and minimized errors through streamlined processes.”

Key Capabilities:

Revenue and expense billing
Sleeves, programs, product types, and portfolio hierarchies
Accruals
Multi-assets
Minimums/maximums
Discounts
Overrides
Daily holdings average
Multi-tier fee schedules
Arrears and advanced billing
Anniversary billing

Support for unlimited fee types, including:

Advisory fees
Platform fees
Program fees
SMA/UMA fees
12b-1 credit backs

Get Started

Case Study:

Global Investment Manager Scales Fee Billing | Broadridge

“Revport’s flexible technology architecture allowed quicker rollout of new product offerings.”

Key Capabilities:

Revenue and expense billing
Fund family hierarchies
Fund distribution
Reconciliation/expense validation
Trailers and rebates
Multi-assets
CUSIP/participant-level data
Minimums/maximums
Discounts
Overrides
Daily holdings average

Support for unlimited fee types, including:

12b-1 fees
Participant fees
Custodial fees
Transfer agent fees
Fund expenses

Get Started

Case Study:

Optimized Billing and Payment Processes Accelerate Cash Flow for an Investment Management Firm | Broadridge

“Bringing the billing back in-house promised to deliver on our goals, our growth metrics and other business priorities.”

Key Capabilities:

Expense validation
Reconciliation and trade matching
Rate card digitization and management
Minimums/maximums
Multi-tiered fee schedules
Multi-leg strategy calculations
Multi-currency
Payout management
Accruals
Management intelligence

Support for unlimited fee types, including:

Brokerage fees
Settlement and custody fees
Clearing fees
Taxes
Rebates

Get Started

Case Study:

A Global Investment Bank Streamlines Trade Operations and Enhances Efficiency | Broadridge

“Lifetime savings exceeding $1.3 million and broker payment turnaround times reduced by 66%.”

Key Capabilities:

Revenue and expense billing
Retirement plans
Plan sponsors
Various billing cycles
Multi-tiered fee schedules
Daily holdings balances

Support for unlimited fee types, including:

Plan and participant-level fees
Asset-based fees
Participant and loan-based fees

Get Started

“A leading investment manager eliminated its dependency on legacy systems, realized operational improvements and generated a significant return on investment.”

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

First name*

Last name*

Work email address*

Telephone*

Country*

Company name*

Job title*

What would you like a Broadridge sales representative to contact you about?

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Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

22c-2 Compliance

Advisor Resource Center

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Global Custody Solutions

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

Enhanced Proxy Design

Expense Management and Fee Validation

Fact Sheets

Fi360 Data and Analytics

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Fund Budgeting and Accruals

Global Market Intelligence

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Market Analytics

MiFID II Compliance

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trading Platforms

Translation Services

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics

22c-2 Compliance

Advisor Resource Center

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Global Custody Solutions

Capital Markets Disclosures