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Case Study

Fund Overcomes Workflow Inefficiencies with Order and Portfolio Management System

Learn how a state-of-the-art approach combining order management and portfolio management in one integrated platform helped a long/short fund reduce operating costs and gain flexible, real-time views.

Fund Overcomes Workflow Inefficiencies With Order and Portfolio Management System

A European long/short fund required a single solution for real-time understanding of P&L and risk exposure at a low overall cost, with minimal internal support requirements. With a state-of-the-art approach that combined order management and portfolio management in one integrated platform, Broadridge offered the complete flexibility the fund required.