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Institutional Investors

Enhance and simplify portfolio management

Reduce vendor risks and costs by moving to Broadridge's fully integrated and comprehensive investment operations platform.

Included Products

Visual Analytics

Firm-wide reporting portal and mobile dashboard with customizable portfolio, risk, operational and financial reports.

Data Management, Analytics and Reporting

Integrated analytics tools provide data aggregation and reporting without integration costs.

Portfolio and Order Management

Broadridge's Portfolio Master combines order, risk and portfolio management in a single application.

Investment Accounting

Gain complete, accurate and timely information to support investment management functions.

Reference Data Management

Accurate and cost-effective reference data management is crucial for every fund's operations and risk management.

Portfolio Securities Voting

ProxyEdge simplifies the proxy voting, tracking and disclosure processes for fund managers.

Future of Operations: Simplifying Operations With Data

Future of Operations: Simplifying Operations With Data

Future of Operations: Changing the Nature of Work

Future of Operations: Changing the Nature of Work

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

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

Future of Operations Finding a Home for Fintech

Future of Operations Finding a Home for Fintech

Northern Trust to Transfer Pioneering Private Equity Blockchain Technology Platform to Broadridge

Broadridge to build out the platform to serve all PE market participants.

Broadridge Request Information Form

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION