Reconciliation Managed Services

A single-supplier, best-practice model for managed reconciliation services

Reach a new level of operational control and efficiency while reducing risk and costs with Broadridge's Reconciliation Managed Services. Tap into our solution technology, IT services and operational expertise to manage reconciliation across asset classes and process exceptions company-wide.

Core technology enhanced with industry expertise

Gain efficiencies through our leading solution for all of your reconciliation requirements. Then add our managed services for technology and operations to improve performance even more.

Comprehensive Reconciliation

Real-Time Exception Alerts

Business-Wide Dashboard

Scalable IT Resources

Deep Domain Expertise

World-Class Support

Choose from two solutions to suit your needs

As a provider of proprietary technology and operational expertise, we offer the choice of two managed services models, both utilizing our reconciliation system.

Two Ways to Improve Efficiencies and Performance

Reconciliation Managed Services

A flexible, scalable solution

State-of-the-art security via the latest technology and infrastructure
Scalable solution that supports growth and change
Quick and efficient response to market and regulatory change requirements
Can lower operating costs and free up your own IT to focus on different business areas
Improved performance with a best practice approach

Managed Technology and Operations Services

Benefit from our expertise and support

Enhanced performance from years of reconciliation experience
Reduced costs via the ability to enter new markets without hiring new specialists
Cutting edge team and support
Improved flexibility due to customized on- or offshore services
A more predictable and transparent cost structure

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How We Can Help

Improve control of financial transactions

Years of experience providing reconciliation managed services.

50+

Years experience in the financial services industry.

1,000+

Financial services firms serviced globally.

Resource

A Best-Practice Approach to Business Monitoring and Control

Our Reconciliation Managed Services gives firms the ability to focus more resources on core strategic priorities, such as growing the business and customer service.

Wealth Management

Let’s talk about
what’s next for you

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

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Advisor Content Communication PlatformAdvisor Content Communication Platform

Advisor Resource CentreAdvisor Resource Centre

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Credit and Market RiskCredit and Market Risk

Customer CommunicationsCustomer Communications

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Document DeliveryDigital Document Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Equity Trade ProcessingEquity Trade Processing

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial Statement and MRFP Delivery SolutionFinancial Statement and MRFP Delivery Solution

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Post Trade ManagementGlobal Post Trade Management

Global Securities Class ActionGlobal Securities Class Action

Global SWIFT ServicesGlobal SWIFT Services

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print DeliveryPrint Delivery

Print SolutionsPrint Solutions

Professional ServicesProfessional Services

Proxy ManagementProxy Management

Proxy ServicesProxy Services

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Revenue Management and Fee BillingRevenue Management and Fee Billing

Securities FinanceSecurities Finance

Virtual Shareholder MeetingVirtual Shareholder Meeting

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Reconciliation Managed Services

A single-supplier, best-practice model for managed reconciliation services

Core technology enhanced with industry expertise

Gain efficiencies through our leading solution for all of your reconciliation requirements. Then add our managed services for technology and operations to improve performance even more.

Choose from two solutions to suit your needs

As a provider of proprietary technology and operational expertise, we offer the choice of two managed services models, both utilizing our reconciliation system.

Two Ways to Improve Efficiencies and Performance

Reconciliation Managed Services

Managed Technology and Operations Services

Improve control of financial transactions

A Best-Practice Approach to Business Monitoring and Control

Let’s talk aboutwhat’s next for you

Thank you

Optimize your operating model with managed services

Let’s talk about
what’s next for you