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Portfolio and Order Management

A single platform for portfolio, order and risk management

Portfolio Master combines order management, portfolio management and risk management in a single application, enabling fund managers to avoid wasting time and resources integrating various tools and instead focus on what they do best: earning returns for clients.

Manage the full life-cycle of a trade in a single application

Broadridge's multi-asset portfolio and order management solution offers an integrated approach to modeling and executing trades and tracking portfolios in real-time, supporting firms' compliance and operations.

All Asset Classes

Complete Electronic Trading

Real-Time Positions and P&L

Post-Trade Processing

Specific Asset Class Solutions

Integrated Compliance Tools

A fully integrated solution that streamlines workflows

Portfolio Master combines modular solutions into one single platform to meet front-to-back office needs in real time.

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Broadridge Investment Management Solutions

Broadridge's Betsy Bobkoski explains how our investment management solutions can lower your IT footprint while increasing operational efficiencies.

How We Can Help

Let us help your fund achieve its goals

225+

Asset managers use Broadridge's platform.

$1T

Assets serviced with our solutions.

The data on this site is U.S. data unless otherwise stated.

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Future of Operations: Simplifying Operations With Data

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Future of Operations Finding a Home for Fintech

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Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Video Studio

Business Process Outsourcing

Capital Markets Disclosures

Cash Management

Collateral Management

Compliance and Regulatory Accounting Business Process Outsourcing

Connectivity

Consumer Preference and Profile Management

Control Solutions

Credit and Market Risk

Customer Communications

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Document Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Equity Trade Processing

Expense Management and Fee Validation

Expense Management Business Process Outsourcing

Financial Statement and MRFP Delivery Solution

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Post Trade Management

Global Securities Class Action

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports