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Broadridge public/private portfolio management solution replaces legacy patchwork system.
Replace a legacy 10+ year old internal proprietary order and portfolio system that utilized a patchwork of outdated processes, outsourcing and workarounds for different asset classes. Impeded the ability of the firm to easily scale. Wanted a system that could handle everything, especially their expanding footprint in structured credit and CLOs.
One system that could handle all asset classes and investment strategies, with expansion in structured credit, private debt, bank debt and CLOs. A single portfolio management solution and underlying data infrastructure providing support for complex credit instruments.
Order & Portfolio Management, Security & Price Master, Data Warehouse
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