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About Us

Data Management, Warehouse and Reporting

Leverage essential business data to drive growth

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Our investment operations platform efficiently aggregates, analyses, warehouses and reports critical business data. This allows you to instantly see the information you need, generate eye-catching data charts and grids and access enterprise data anywhere across multiple devices.

Maximise portfolio efficiency with comprehensive performance data management

Broadridge's innovative data analytics solution processes complex, sophisticated data and delivers outcomes designed to power efficient, informed decision-making.

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Flexible UI and Data Mining
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Third-Party Data Integration
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Report-Writing Tools
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Web Tools and Developer Kits
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Report Library (NAV, P&L, etc)
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Instantly access detailed portfolio exposure data by country

View country-specific portfolio information via the 'Exposure by Country' view, delivering sophisticated, detailed data on demand.

How We Can Help

Data software that powers portfolio performance

98%
Client revenue retention rate.
70+
Markets served worldwide.
$7T
Fixed income and equity securities trades per day.

“Broadridge's unique combined order management system and portfolio management system is all we need to support the entire workflow of our firm.”

Andrew Wall
COO, Belay Partners
Product
Analytics Master
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Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.
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Fund Administrators and Prime Brokers

Support process control and scalability

Achieve greater performance outcomes and boost portfolio management workflow with critical, on-demand asset manager data and powerful dashboard reporting.
Portfolio and Order Management
Pricing and Valuation
Reference Data Management
Revenue and Expense Management
Reconciliation
Data Management, Warehouse and Reporting
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