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Portfolio Master combines order management, portfolio management and risk management in a single application, enabling fund managers to streamline their operations and reduce complexity in their mid-back office.
A fully integrated solution that streamlines workflows
Broadridge Asset Management Solutions
The future holds amazing opportunities – for those who can embrace this changing world of investor preferences – regulatory needs – and low returns.
How will asset managers unlock greater potential and engage customers in new ways?
It starts with re-thinking the way you operate – by opening your mind to the possibilities of technology – by focusing on your core strengths and investment strategies – then choosing the right partners for everything else.
What if you could create operational alpha – to manage risk – and to lower your costs?
What if you could streamline your middle and back office leveraging a single, operational technology platform that manages everything from portfolio management to reconciliation and billing?
Or service your clients the way they want, when they want – using the latest digital cloud communications and predictive analytics?
Asset Managers rely on our technology and expertise to help them scale so they can confidently adapt to changing market conditions in the future.
Everything we do is for one purpose – to help you adapt and be ready. Ready for next.