Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

Data Management, Warehouse and Reporting

Leverage essential business data to drive company growth

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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.

White Paper

Future of Operations: Changing the Nature of Work

White Paper

Retooling the Investment Management Industry’s Performance Yardstick for New Realities

White Paper

Future of Operations Finding a Home for Fintech

Case Study

Belay Partners Utilizes Broadridge Order Management System Technology

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Analytics Master

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Broadridge Solutions for Data Analytics and Visualization

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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

R•Digital

R•Funds

R•Wholesale Term

Reconciliation

Reconciliation Managed Services

Reference Data Management

Revenue Management and Fee Billing

Securities Finance

Virtual Shareholder Meeting

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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.

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

Let’s talk aboutwhat’s next for you

Thank you.

Let’s talk about
what’s next for you