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Asset Management

Drive growth with the right data, insights and technology

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Transform your operations, strengthen client relationships and uncover new opportunities with solutions and services specifically for asset managers.

Participant Experience Design
Report
The Experience Revolution: Latest Trends in Participant Experience Design
Operational Efficiency
White Paper
Enhanced Alpha from Operational Efficiency
Precise RIA Data Drove Higher Sales
Case Study
Improved Prospecting, Greater Efficiencies

Institutional Investors

Optimize and scale your operations, meet compliance requirements and fulfill fiduciary duties with our flexible investment operations platform.

Enhance and simplify portfolio management

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
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Manage operational risk

Keep pace with regulatory and operational changes to better navigate risk across your investment enterprise. We help you minimize the cost of compliance and scale efficiently with an integrated investment operations platform.
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Drive profitability with automated revenue and expense management

Improve controls and reduce costs with our expense management and fee validation platform.
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Engage investors effectively

Enrich investor engagement with relevant and targeted communications delivered across multiple channels. Our automated communications solutions help you stand out in a competitive marketplace.
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Mutual Funds and ETF Providers

Manage your operations more efficiently, stay compliant with changing regulations and understand the competitive landscape for funds and ETF's.

Drive profitability with automated revenue and expense management

Bring efficiency, transparency and control to your accounting and billing processes with an integrated platform for managing and validating fees and expenses.
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Access unique distribution insights

Harness the power of data to gain deeper insight into the marketplace, better understand the competition and identify the best sales opportunities.
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Maximize investor communications and engagement

Engage and educate customers with relevant, multi-channel communications that help you improve relationships with less cost and complexity.
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Drive a successful proxy outcome

We help fund providers gain the proxy votes they need using multi-channel communications, tabulation and reporting capabilities.
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Simplify financial and regulatory reporting

Stay focused on your core business while meeting tax and regulatory requirements.
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Enhance and simplify portfolio management

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
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Retirement Services Providers

We help retirement firms cost-effectively engage with participants, advisors and plan providers. Our suite of mutual fund trading, advisor targeting, data and analytics solutions simplifies operations and drives growth.

Optimize trade processing

We offer retirement plan providers maximum flexibility and investment choice on an open architecture mutual fund and ETF trading platform with access to more than 25,000 funds.
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Simplify regulatory and compliance reporting

Adapt to regulatory changes, monitor risk and achieve greater visibility into your operations with our regulatory reporting and communications solutions.
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Maximize participant and plan sponsor engagement

Deliver more engaging, timely and relevant participant communications through our flexible, multi-channel communications platform.
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Equip advisors to grow their business

Tailor your business to the communication needs of advisors with actionable insight from a broad range of market, investment and client information.
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Global Investment Managers

We help you drive transformational change in your operating model and manage risk in a competitive global marketplace.

Enhance and simplify portfolio management

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
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Manage risk and optimize operational efficiency

Streamline your operations and risk controls, so you can focus on what matters: maximizing investment returns, managing risk and growing your business.
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Drive profitability with automated revenue and expense management

Drive profitability and gain operational advantage with our expense management and fee validation platform.
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Alternative Managers

Transform your operating model to efficiently raise capital and generate Alpha.

Enhance and simplify portfolio management

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
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Manage risk and optimize operational efficiency

Our portfolio and order management, trading, reporting and analytics solutions help streamline your back office operations and risk controls.
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Fund Administrators and Prime Brokers

Our services help fund administrators and prime brokers scale their operations, achieve greater efficiency, stay compliant and communicate with investors.

Support operational control and scalability

Gain greater control of your operations to better manage risk, control costs and grow your business with our investment operations platform.
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Adapt to growing investment complexity and regulatory burden

Keep pace with an ever-changing regulatory environment with our technology and expertise.
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Video

Precisely Target the Advisors and Broker Dealers Most Likely to Sell Your Products

Opportunity Hunter provides the data you need to zero in on your best prospects quickly and easily, providing key insights into how to win over prospective clients.

Asset Management

Powering the world's leading investors

90%
Mutual fund assets that flow through our platforms.
225
Asset Managers use our portfolio and order management solutions.
55M
Retirement plan participants receive our communications.
“The Broadridge suite allows us to communicate across systems and streamline workflows across six geographies.”
Yao-Chye Chiang
Chief Operating Officer, Clearwater Capital Partners
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Our representatives and specialists are ready with the solutions you need to advance your business.
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