The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge

Optimized Billing and Payment Processes Accelerate Cash Flow for an Investment Management Firm

Leverages scale, trim costs and improve service with a dynamic, in-house billing system.

Client Overview:

  • Global Asset Management Firm / AUM: $131.1 B
  • Specializes in investment strategies for institutions, intermediaries, retirement platforms and individual investors.

Problems Faced:

  • The firm sought a dynamic billing solution to leverage scale, reduce costs, and enhance service levels.
  • Bringing billing in-house aligned with their goals, growth metrics, and business priorities.
  • The tight implementation window following an acquisition posed a challenge.

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 firm reevaluated revenue and expense management needs due to a significant acquisition.
  • Selected Broadridge as a business partner for their comprehensive solution.
  • Broadridge's onsite team was accommodating and easy to work with during the onboarding process.
  • Broadridge's in-house billing solution aligned with the firm's mission of transformation and growth.
  • The solution was deemed a great fit right from the start by the firm's team.

Client Results:

  • Achieved data consolidation for improved efficiency and better decision-making.
  • Streamlined processes for enhanced operational effectiveness and time savings.
  • Accelerated cash flow through optimized billing and payment processes.
  • Reduced operating costs by eliminating manual and inefficient tasks.
  • Enhanced control and transparency with comprehensive visibility into fee management processes.


“Due to the acquisition, we had an incredibly tight implementation window – a few months shorter than what they normally have – but the onsite [Broadridge] team was easy to work with and eager to accommodate”

“Bringing the billing back in-house promised to deliver on our goals, our growth metrics and other business priorities for the near- and long-term future,” noted the Investment Management Firm’s Assistant Controller.

Going to contact form

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?

Table Heading
+1 800 353 0103North America
+65 6438 1144APAC

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+65 6438 1144APAC