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Managed Services, Hosting and Integration

Mutualize costs, drive efficiency and improve return on investment

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Stay focused on your core business with solutions and support designed to help you manage and improve a wide range of back-office functions. We help firms of all sizes achieve operational efficiency with services covering everything from data management to technology infrastructure.

Flexible and secure infrastructure

Our global footprint ensures around-the-clock support for both proprietary and thirdparty technology.

Back-Office Functions

IT Infrastructure

Data Aggregation

Global Support

People, technology and insights working together

Managed services, hosting and integration from Broadridge offers the back-office infrastructure and expertise you need to make sure your operations keep pace with your business.

Scale Your Business by Simplifying Back-Office Functions

Data Aggregation Managed Service

Delivers automated, timely, and secure data
Collects and normalizes data directly from custodians and other third-party sources
Feeds data into our reconciliation platform and your accounting system

Reconciliation Managed Service

Ensures accurate and uniform information
Assumes responsibility for all required corrective actions
Adheres to business requirements and Service Level Agreements (SLA)

See Product Specifications

Video

Managed Services, Hosting and Integration

Broadridge's RP Sandilya, Vice President, Strategic Solutions explains how to mutualize costs, drive efficiency and improve return on investment with Managed Services

How We Can Help

A track record for efficiency and accuracy

50%

Savings on operational costs for clients.

90%

Reduction in market errors from historical levels.

Fact Sheet

Broadridge Solutions for Fund Administrators and Prime Brokers

Attract new clients and retain existing ones while increasing revenue with enhanced product capabilities.

August 2017

Fact Sheet

Hosting and Upgrade Service for Advent Geneva^®

Broadridge’s suite of applications, services and best-of-breed data providers offer a single vendor solution to allow firms of all sizes and complexity to more efficiently scale their business from an operational and technical perspective.

Fact Sheet

Broadridge Asset Management - Hosting Services

Broadridge’s Hosting Services offer firms of all sizes and complexity a managed SSAE 16 compliant infrastructure to seamlessly manage their business.

Fact Sheet

Hosting and Upgrade Service for Sunguard VPM

Our industry-proven application and services enable firms of all sizes and complexity to cut operational costs and gain maximum advantage from their Sungard VPM platform.

Case Study

Meeting Regulatory Demands With Managed Data Services

Resource

Is Your Firm Ready to Future-Proof Operations ?

Report

5 Considerations to Build a Future-Ready Ops Business Model

Infographic

Promise of Transformation

Case Study

Providing a Front-to-Back Office Solution From Trading Through Portfolio Accounting for Broad Asset Classes

Article

Broadridge Integrated Risk Solutions

Award

2016 Best Risk Management Software Provider

Hedgeweek named Broadridge as the 2016 Global Best Risk Management Software Provider for its integrated risk management solution.

Fact Sheet

Portfolio Risk Module

Article

Eric Bernstein Discusses How a ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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what’s next for you

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

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22c-2 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

ESG Advisory ServicesESG Advisory Services

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial ReportingFinancial Reporting

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

SmartRoomSmartRoom

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

The right insights, right now

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