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Institutional Investors

Enhance and simplify portfolio management

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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.
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Data Management, Analytics and Reporting

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

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

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

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

ProxyEdge simplifies the proxy voting, tracking and disclosure processes for fund managers.
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Future of Operations: Simplifying Operations With Data
White Paper
Future of Operations: Simplifying Operations With Data
Future of Operations: Changing the Nature of Work
White Paper
Future of Operations: Changing the Nature of Work
Retooling the Investment Management Industry’s Performance Yardstick for New Realities
White Paper
Retooling the Investment Management Industry’s Performance Yardstick for New Realities
Future of Operations Finding a Home for Fintech
White Paper
Future of Operations Finding a Home for Fintech
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Press Release
Northern Trust to Transfer Pioneering Private Equity Blockchain Technology Platform to Broadridge
Broadridge to build out the platform to serve all PE market participants.
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Institutional Investors

Streamline your operations

Broadridge helps institutional investors optimize and scale operations, meet compliance requirements and fulfill fiduciary duties with a complete, flexible investment operations platform.
Enhance and simplify portfolio management
Manage operational risk
Drive profitability with automated revenue and expense management
Engage investors effectively
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