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Data Aggregation and Financial Reporting

Increase productivity and efficiency

Broadridge provides a single platform with the tools you need to understand your advisors, their clients and your business. Get performance reports, track and audit representative activity, seamlessly flow data to third-party applications, and gain key insights before your competitors.

Provide consolidated views of client assets across custodians

Gain access to fully reconciled database of high-quality information with views of performance, asset allocation, holdings and transactions on a convenient, user-friendly dashboard.

Consolidate Client Information
Eliminate Manual Entry
Fully Reconciled Data Aggregation
User-Friendly Dashboard
Seamless Integration
Single-Source Solution

Learn More About Data Aggregation and Financial Reporting

Three Solutions to Improve Advisor Productivity

  • Desktop provides a complete view of client information in one place
  • IDM aggregates data to clients
  • API offers third-party integrations
How We Can Help

Data confidence you can trust

99.9%
Level of accuracy of Broadridge data.
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