Win Mandates and Increase Assets Under Administration

Fund administration services that drive revenue, cut costs, and stand out from the rest.
Let’s Talk
Broadridge Image
Broadridge Image
Integrated solutions that meet evolving requirements for fund administrators

Amplify your value to clients with an integrated suite of tools that add efficiencies, lower risk, and offer additional services that win mandates and increase assets under administration. Push your performance with a technology stack that streamlines investment operations, data management, compliance, communications, and sales enablement.

Comprehensive services and capabilities position you as an irreplaceable pillar of front-, middle- and back-office operations.

Create revenue opportunities
Help asset managers grow their business with client-facing technology such as PMS/OMS for esoteric asset classes, built-for-purpose private credit and CLO solutions, and data and analytics solutions.
Improve operating margins
Front-, middle- and back-office solutions increase efficiency, scale operations, and allow clients to accelerate product innovation.
Expand core services
Employ solutions that optimize compliance oversight, shareholder communications, investor reporting, revenue and expense management, data use, and more.

Differentiate your offering and 
optimize operations

Fund regulatory reporting
  • 22c2 market timing compliance
  • Board reporting (15c and AoV)
  • EU and UK end-to-end regulatory services
  • US fund reporting and filing
  • Tax reclaim and reporting
  • Regulatory trade and transaction reporting
Investor communications
  • Document composition
  • KIID production
  • Fund factsheet
  • Translation services
  • Document print and fulfillment (Statement confirmations 
and tax documents)
  • Shareholder servicing document fulfillment
Investment operations technology
  • Reconciliation and matching
  • Reference data management (pricing and terms and conditions)
  • Operations workflow management
  • Securities class action claim processing
  • Portfolio securities proxy voting (ProxyEdge)
  • Pass-through voting
Fee billing / Expense management
  • Intermediary invoice validation
  • Fund admin client billing
Broadridge Image
Industry Expertise

Work with a leader

Broadridge partners with the top ten full-service fund administrators as well as specialized administration providers with our products, services, and outsourced solutions.

Solutions by industry

Asset Management

Capital Markets

Issuers

Wealth Management

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
required
required
required
required
required
required
required
  • United States
  • Canada
  • United Kingdom
  • Afghanistan
  • Aland Islands
  • Albania
  • Algeria
  • Andorra
  • Angola
  • Anguilla
  • Antarctica
  • Antigua and Barbuda
  • Argentina
  • Armenia
  • Aruba
  • Australia
  • Austria
  • Azerbaijan
  • Bahamas
  • Bahrain
  • Bangladesh
  • Barbados
  • Belarus
  • Belgium
  • Belize
  • Benin
  • Bermuda
  • Bhutan
  • Bolivia, Plurinational State of
  • Bonaire, Sint Eustatius and Saba
  • Bosnia and Herzegovina
  • Botswana
  • Bouvet Island
  • Brazil
  • British Indian Ocean Territory
  • Brunei Darussalam
  • Bulgaria
  • Burkina Faso
  • Burundi
  • Cambodia
  • Cameroon
  • Cape Verde
  • Cayman Islands
  • Central African Republic
  • Chad
  • Chile
  • China
  • Chinese Taipei
  • Christmas Island
  • Cocos (Keeling) Islands
  • Colombia
  • Comoros
  • Congo
  • Congo, the Democratic Republic of the
  • Cook Islands
  • Costa Rica
  • Cote d'Ivoire
  • Croatia
  • Cuba
  • Curacao
  • Cyprus
  • Czech Republic
  • Denmark
  • Djibouti
  • Dominica
  • Dominican Republic
  • Ecuador
  • Egypt
  • El Salvador
  • Equatorial Guinea
  • Eritrea
  • Estonia
  • Ethiopia
  • Falkland Islands (Malvinas)
  • Faroe Islands
  • Fiji
  • Finland
  • France
  • French Guiana
  • French Polynesia
  • French Southern Territories
  • Gabon
  • Gambia
  • Georgia
  • Germany
  • Ghana
  • Gibraltar
  • Greece
  • Greenland
  • Grenada
  • Guadeloupe
  • Guatemala
  • Guernsey
  • Guinea
  • Guinea-Bissau
  • Guyana
  • Haiti
  • Heard Island and McDonald Islands
  • Holy See (Vatican City State)
  • Honduras
  • Hong Kong
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Iran, Islamic Republic of
  • Iraq
  • Ireland
  • Isle of Man
  • Israel
  • Italy
  • Jamaica
  • Japan
  • Jersey
  • Jordan
  • Kazakhstan
  • Kenya
  • Kiribati
  • Korea, Democratic People's Republic of
  • Korea, Republic of
  • Kosovo
  • Kuwait
  • Kyrgyzstan
  • Lao People's Democratic Republic
  • Latvia
  • Lebanon
  • Lesotho
  • Liberia
  • Libyan Arab Jamahiriya
  • Liechtenstein
  • Lithuania
  • Luxembourg
  • Macao
  • Macedonia, the former Yugoslav Republic of
  • Madagascar
  • Malawi
  • Malaysia
  • Maldives
  • Mali
  • Malta
  • Martinique
  • Mauritania
  • Mauritius
  • Mayotte
  • Mexico
  • Moldova, Republic of
  • Monaco
  • Mongolia
  • Montenegro
  • Montserrat
  • Morocco
  • Mozambique
  • Myanmar
  • Namibia
  • Nauru
  • Nepal
  • Netherlands
  • New Caledonia
  • New Zealand
  • Nicaragua
  • Niger
  • Nigeria
  • Niue
  • Norfolk Island
  • Norway
  • Oman
  • Pakistan
  • Palestinian Territory, Occupied
  • Panama
  • Papua New Guinea
  • Paraguay
  • Peru
  • Philippines
  • Pitcairn
  • Poland
  • Portugal
  • Qatar
  • Republic of Palau
  • Reunion
  • Romania
  • Russian Federation
  • Rwanda
  • Saint Barth?lemy
  • Saint Helena, Ascension and Tristan da Cunha
  • Saint Kitts and Nevis
  • Saint Lucia
  • Saint Martin (French part)
  • Saint Pierre and Miquelon
  • Saint Vincent and the Grenadines
  • Samoa
  • San Marino
  • Sao Tome and Principe
  • Saudi Arabia
  • Senegal
  • Serbia
  • Seychelles
  • Sierra Leone
  • Singapore
  • Sint Maarten (Dutch part)
  • Slovakia
  • Slovenia
  • Solomon Islands
  • Somalia
  • South Africa
  • South Georgia and the South Sandwich Islands
  • South Sudan
  • Spain
  • Sri Lanka
  • Sudan
  • Suriname
  • Svalbard and Jan Mayen
  • Swaziland
  • Sweden
  • Switzerland
  • Syrian Arab Republic
  • Taiwan, R.O.C
  • Tajikistan
  • Tanzania, United Republic of
  • Thailand
  • Timor-Leste
  • Togo
  • Tokelau
  • Tonga
  • Trinidad and Tobago
  • Tunisia
  • Turkey
  • Turkmenistan
  • Turks and Caicos Islands
  • Tuvalu
  • Uganda
  • Ukraine
  • United Arab Emirates
  • Uruguay
  • Uzbekistan
  • Vanuatu
  • Venezuela, Bolivarian Republic of
  • Viet Nam
  • Virgin Islands, British
  • Wallis and Futuna
  • Western Sahara
  • Yemen
  • Zambia
  • Zimbabwe
required
required
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Want to speak with a specialist?
North America
+1 800 353 0103(option 3)
EMEA +44 162 591 9082
Australia +61 743 569 934
Hong Kong +852 3004 3094
Singapore +65 31 351 278