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Financial Services
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Financial Services
Expert solutions for financial services for over five decades
Corporations
Streamline securityholder communications and management
- Corporate Treasury
- Increase efficiencies in managing cash and risk
Telecom
Attract, engage and retain customers by creating dynamic experiences
Utilities
Deliver exceptional experiences across communication channels
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- Account Charges, Compensation and Performance Reporting
- Account Statements
- Advisor Compensation
- - Advisor Content Communication Platform
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- Advisor Desktop Solutions
- - Advisor Resource Centre
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Advisor Websites
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Annual Compliance
    - For Corporate Issuer
    - For Law Firms
- Asset Servicing
- Automated Publishing for Fund Reporting
- - Bank Debt and Loan Trading
- Banking Book Collateral Management
- - Beneficial Proxy Services
    - For Law Firms
    - For Wealth Management Firms
- - Billing and Expense Management
    - For Capital Markets
    - For Wealth Management Firms
- - Capital Markets Disclosures
    - For Corporate Issuer
    - For Law Firms
- Cash Management
- Client Portal
- - Collateral Management
- Communication Cloud
- - Compliance and Regulatory Accounting Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Compliance Reporting
- - Connectivity
    - For Capital Markets
    - For Wealth Management Firms
- Consent Collection and Preference Management
- - Consumer Preference and Profile Management
- Content Design and Management
- Control Solutions
- Corporate Action Services
- - Credit and Market Risk
- Customer and Advisor Mailbox
- - Customer Communications
- Data Aggregation and Financial Reporting
- - Data Management and Archival
- - Data Management, Analytics and Reporting
- Data Management, Warehouse and Reporting
- - Derivatives Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Digital Delivery
- - Digital Document Delivery
    - For ETF Providers
    - For Institutional Investors
- - Digital Experience Management
- Digital Information Onboarding
- Digital Marketing Campaigns
- - Direct Marketing
- - Document Composition
- Document Fulfilment
- - EDGARForms
    - For Corporate Issuer
    - For Law Firms
- Enhanced Packaging
- Enhanced Proxy Design
- - Equity Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- European Fund Market Intelligence
- - Expense Management and Fee Validation
    - For Global Investment Managers
    - For Institutional Investors
- - Expense Management Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Financial Reporting
- - Financial Statement and MRFP Delivery Solution
    - For ETF Providers
    - For Global Investment Managers
- - Fixed Income Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- - Global Post Trade Management
    - For Capital Markets
    - For Wealth Management Firms
- - Global Securities Class Action
    - For ETF Providers
    - For Wealth Management Firms
- Global Securities Class Action Services
- - Global SWIFT Services
- Global Tax Reclaim and State Tax Reporting
- Institutional Market Intelligence
- Intermediary Fee Management
- - Intraday Risk Monitoring
    - For Alternative Managers
    - For Global Investment Managers
- - Investment Accounting
- - Managed Reference Data Service
    - For Capital Markets
    - For Wealth Management Firms
- - Managed Services, Hosting and Integration
- Market Analytics
- - Mobile App
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- Performance Analytics
- - Performance and Attribution
- - Performance Dashboards and Operational Reports
- Point-of-Sale Prospectus
- - Portfolio and Order Management
- Portfolio Management for CLO’s
- Portfolio Management for Private Debt
- - Portfolio Securities Voting
- - Post Trade and Regulatory Compliance
    - For Alternative Managers
    - For Global Investment Managers
- - Post Trade Processing Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- - Pricing and Valuation
- - Print Delivery
- - Print Solutions
    - For Corporate Issuer
    - For Law Firms
- Private Fund Compliance Reporting
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Distribution Solutions
- - Proxy Management
    - For Capital Markets
    - For Wealth Management Firms
- - Proxy Services
- ProxyVote™
- Rapid Onboarding
- - Reconciliation
- - Reconciliation Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Management
- Revenue and Expense Management
- - Revenue Management and Fee Billing
- Risk and Transparency Reporting
- Robo-Advisory Platform
- RPM R•Broker
- RPM R•Desktop
- - RPM R•Digital
- - RPM R•Funds
    - For Retail Banking
    - For Wealth Management Firms
- RPM R•Term
- RPM R•Wealth
- - RPM R•Wholesale Term
    - For Retail Banking
    - For Wealth Management Firms
- Sales and Asset Reporting
- - Securities Finance
- Securities-Based Lending in the Cloud
- Securityholder Data Services and Advanced Analytics
- Share Management Solution
- Shareholder Meeting Registration
- Statements, Confirmations and Tax Reporting
- Tax Solutions
- - Virtual Shareholder Meeting
    - For Corporate Issuer
    - For Law Firms
- W.insurance
- Web Hosting and Document Conversion
- Winfund Digital Dealership
- Winfund W.investment
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Data Management, Warehouse and Reporting

Leverage essential business data to drive company growth

Our investment operations platform efficiently aggregates, analyses, warehouses and reports critical business data. This allows you to instantly see the information you need, generate eye-catching data charts and grids and access enterprise data anywhere across multiple devices.

Maximize portfolio efficiency with comprehensive performance data management

Broadridge's innovative data analytics solution processes complex, sophisticated data and delivers outcomes designed to power efficient, informed decision-making.

Flexible UI and Data Mining

Third-Party Data Aggregation

Reporting Writing Tools

Web Tools and Developer Kits

Report Library (NAV, P&L, etc)

Instantly access detailed portfolio exposure data by country

Our solution delivers sophisticated, detailed data on demand. You can even access country-specific portfolio information via the “Exposure by Country” view.

How We Can Help

Data software that powers portfolio performance

98%

Client revenue retention rate.

70+

Markets served worldwide.

$7T

Fixed income and equity securities trades per day.

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

“Broadridge's unique combined order management system and portfolio management system is all we need to support the entire workflow of our firm.”

Andrew Wall

COO, Belay Partners

Press Release

Broadridge Named “Best Front-Office Initiative” at The American Financial Technology Awards 2016 and "Best Risk Management Software" at the HFM European Hedge Fund Technology Awards 2016

White Paper

Future of Operations Finding a Home for Fintech

Case Study

Belay Partners Utilizes Broadridge Order Management System Technology

Product

Analytics Master

Fact Sheet

Broadridge Solutions for Data Analytics and Visualization

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Fund Administrators and Prime Brokers

Support operational control and scalability

Achieve greater performance outcomes and boost portfolio management workflow with critical, on-demand asset manager data and powerful dashboard reporting.

Portfolio and Order Management

Pricing and Valuation

Reference Data Management

Revenue and Expense Management

Reconciliation

Data Management, Warehouse and Reporting

See More Products

Broadridge, a global Fintech leader with
over $4.5 billion in revenues, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology, data and intelligence solutions that help transform their businesses.

Company Info

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Asset Management Capital Markets Consumer Finance Corporations Healthcare Insurance Retail Banking Telecom Utilities Wealth Management

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Want to see our global services?

Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Collateral Management

Compliance and Regulatory Accounting Managed Services

Connectivity

Consumer Preference and Profile Management

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 Managed Services

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

Managed Reference Data Service

Managed Services, Hosting and Integration

Mobile App

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Post Trade Processing Managed Services

Pricing and Valuation

Print Delivery

Print Solutions

Professional Services

Proxy Management

Proxy Services

Reconciliation

Reconciliation Managed Services

Reference Data Management

Revenue Management and Fee Billing

RPM R•Digital

RPM R•Funds

RPM R•Wholesale Term

Securities Finance

Virtual Shareholder Meeting

Segment

Solution

The right insights, right now

About Broadridge

How can we help?

Talk to us

Thank You

Data Management, Warehouse and Reporting

Leverage essential business data to drive company growth

Maximize portfolio efficiency with comprehensive performance data management

Broadridge's innovative data analytics solution processes complex, sophisticated data and delivers outcomes designed to power efficient, informed decision-making.

Instantly access detailed portfolio exposure data by country

Our solution delivers sophisticated, detailed data on demand. You can even access country-specific portfolio information via the “Exposure by Country” view.

Data software that powers portfolio performance

Broadridge Named “Best Front-Office Initiative” at The American Financial Technology Awards 2016 and "Best Risk Management Software" at the HFM European Hedge Fund Technology Awards 2016

Let’s talk aboutwhat’s next for you

Thank you

Support operational control and scalability

Let’s talk about
what’s next for you