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Intermediary Fee Management

Manage third-party fees and oversight with a single system

Eliminate manual processes, enable faster reconciliation and provide a full audit trail by managing intermediary fees with a single, standardised system. Streamline operations across the entire management life cycle for improved efficiency and transparency.

Harness the power of rules-based processing

Revport makes it easy to assign and calculate a wide range of distribution payouts and fees, such as management fees, agent rebates, sub-advisor payouts or revenue sharing.

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Rules-Based Calculation
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Intermediary Oversight and Vendor Comparison
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Specialised Dashboards
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Reconciliation Reports
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Simplified Fee Comparison
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Trend and Sales Tracking

Learn How Broadridge Can Streamline Your Operations

Fund Budgeting and Accruals

Improve expense calculation and oversight
  • Helps funds calculate expense accruals and track budgeting
  • Real-time payment information
  • Automated budget accruals
  • Payment allocation to funds based on AUM, even split and defined rules

Advisor Targeting

Target advisors and broker dealers
  • Instant sales intelligence on RIAs and independent broker dealers
  • Compare funds to actual investments managed by RIAs or independent broker dealers efficiently

Enterprise Data Management

Enhanced resources for data management and analysis
  • Proprietary technology for normalising and validating internal data
  • Easy integration of internal data with outside data from over 200 sources
  • Automated matching of third-party providers against company view
How We Can Help

Boost accuracy, reduce errors and save time

Efficiency gains through exception-based workflow and automation.
Decrease in manual and error-prone components of client billing processes.
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