Managed Services, Hosting and Integration

Mutualize costs, drive efficiency and improve return on investment

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

Let’s talk about
what’s next for you

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

REQUEST INFORMATION

15(c) Board Reporting

22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Composition and Publishing for Legal Documents

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Global Tax Reclaim and State Tax Reporting

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

Local Business Listings

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Private Fund Compliance Reporting

Proxy Services

ProxyVote

Rapid Onboarding

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trading Platforms

Vdr

Virtual Shareholder Meeting

Visual Analytics

Wealth Insight Services

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The right insights, right now

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