Close

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.

icon_product_feature
Consolidate Client Information
icon_product_feature
Eliminate Manual Entry
icon_product_feature
Fully Reconciled Data Aggregation
icon_product_feature
User-Friendly Dashboard
icon_product_feature
Seamless Integration
icon_product_feature
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.
contact form image contact form image

Schedule a Demo

Welcome back, {firstName lastName}.

Not {firstName}? Clear the form.