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Global Asset Manager Shortens Invoice Cycles and Streamlines Compliance

Shorten invoice cycles, support audit requirements and eliminate manual processes.

Case Study:

Business growth required financial automation. By implementing the Broadridge Fee Billing Management platform to automate its processes, the firm was able to identify over $1 million of misallocated revenue, reduce errors and save significant staff time.
Client Overview: Global Asset Management Firm / AUM: $300B +

Problems Faced:

Struggling with operational inefficiencies and unreliable manual revenue and expense management systems, leading to delays and errors in financial processes.
Lack of accurate and transparent reporting capabilities, resulting in increased audit time and higher risk of errors.
Growing business and significant assets under management (over $300 billion) putting pressure to unify and modernize fragmented approaches to achieve scalability and improved operational effectiveness.

Broadridge Solution:

Broadridge enterprise fee billing management solution supporting Asset Managers, Wealth Managers, and Capital Market business lines.

Revenue & Expense Fee Billing
A/R & Collections
Reconciliations
Business Intelligence

Why Broadridge:

The client chose Broadridge's comprehensive solution to automate fee processes
Broadridge identified and addressed time-consuming manual tasks and data inconsistencies
Implemented straight-through processing for fee invoicing, accrual calculations, and general ledger postings
Streamlined and refined processes, reducing manual interventions and improving operational efficiency
Broadridge's comprehensive solution included a robust rules-based engine for compliance and financial controls
Ongoing support from Broadridge empowered the firm's financial controls department to respond effectively to internal challenges

Client Results:

Identified and recovered over $1 million of misallocated revenue, effectively stemming revenue leakage between business units
Minimized errors through streamlined processes
Significantly reduced time spent on error-prone manual processes, allowing resources to focus on more critical tasks
Created reporting efficiencies, cutting monthly accrual performance time by half a day
Improved transparency, saving at least 1-2 weeks annually in the audit process

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22c-2 Compliance

Advisor Resource Center

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Global Custody Solutions

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

Enhanced Proxy Design

Expense Management and Fee Validation

Fact Sheets

Fi360 Data and Analytics

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Fund Budgeting and Accruals

Global Market Intelligence

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Market Analytics

MiFID II Compliance

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 and Postal Optimization

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trading Platforms

Translation Services

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics

22c-2 Compliance

Advisor Resource Center

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Global Custody Solutions

Capital Markets Disclosures