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Automate and simplify your middle-office workflow to focus on exception management with a front and back office agnostic SaaS solution.

A Comprehensive View of Post-Trade Processing

Centralized bookings, allocations and confirmations across asset classes
Electronic trade capture from any front-office system
Consolidated view of global markets, currencies, and asset classes

Tailor Allocation and Confirmation Workflows to Same-Day Affirmation Processing

Supports major allocation/confirmation channels: FIX, CTM, files, emails and fax
Flexible logic enables any fee and commission structure and valuation rules
Complete data enrichments to add settlement and clearing information

High STP Rates and Exception Routing

Handle volume using flexible aggregation tools and schedule automatic tasks
Monitor all post-trade steps
Automatic exceptions routing for efficient issue resolution

Ensure accuracy across every communication

Update Once, Publish Everywhere

Streamline your quarter-end process with automatic data updates and connected content.

Multiple Output Types

Create instant proofs with web/print-ready PDF and other formats.

Maximize Efficiency

Enable multiple users to collaborate and streamline updates—while providing complete control at every step.

Lets talk about what's next for you<br><br>Our representatives and specialists are ready with the solutions you need to move your trading and connectivity forward.

Lets talk about what's next for you

Our representatives and specialists are ready with the solutions you need to move your trading and connectivity forward.

Learn about our additional trading and connectivity solutions that can help move you forward.

Agency Trading

Multi-asset agency trading platform for the sell-side.

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Principal Risk Trading & Market Making

Highly automated with the ability to scale across asset classes and geographies.

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FIX Technology and Client Connectivity Services

Market leading FIX engines, testing, onboarding, certification and monitoring.

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Order Routing Network

NYFIX -- One of the largest and most established multi-asset order routing network.

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Post Trade Matching

Real-time FIX-based allocation and central trade matching workflows.

View Product

Let’s talk about what’s next for you

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

Want to speak with a sales representative?

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

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Company name*

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What would you like a Broadridge sales representative to contact you about?

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+65 6438 1144	APAC

Want to see our global services?

Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Video Studio

Business Process Outsourcing

Capital Markets Disclosures

Cash Management

Collateral Management

Compliance and Regulatory Accounting Business Process Outsourcing

Connectivity

Consumer Preference and Profile Management

Control Solutions

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 Business Process Outsourcing

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

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery

Print Solutions

Professional Services

Proxy Management

Proxy Services

R•Digital

R•Funds

R•Wholesale Term

Reconciliation

Reconciliation Business Process Outsourcing

Reference Data Business Process Outsourcing

Reference Data Management

Revenue Management and Fee Billing

Securities Finance

Virtual Shareholder Meeting

Visual Analytics

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The right insights, right now

Middle-Office Technology

A Comprehensive View of Post-Trade Processing

Tailor Allocation and Confirmation Workflows to Same-Day Affirmation Processing

High STP Rates and Exception Routing