Close

About Broadridge

Additional Broadridge resources:

View our Contact Us page for additional information.

Portfolio and Order Management

A single platform for portfolio, order and risk management

Portfolio Master combines order management, portfolio management and risk management in a single application, enabling fund managers to avoid wasting time and resources integrating various tools and instead focus on what they do best: earning returns.

Manage the full life cycle of a trade in a single application

Broadridge's multi-asset portfolio and order management solution offers an integrated approach to modeling and executing trades and tracking portfolios in real-time, supporting firms' compliance and operations.

icon product feature
All Asset Classes
icon product feature
Complete Electronic Trading
icon product feature
Real-Time Positions and P&L
icon product feature
Post-Trade Processing
icon product feature
Specific Asset Class Solutions
icon product feature
Integrated Compliance Tools
Video

Broadridge Asset Management Solutions

The future holds amazing opportunities for those equipped to adapt to changing investor preferences, regulatory needs and low returns. See how asset managers can unlock greater potential and engage customers in new ways.

View icon View Transcript

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.

How We Can Help

Let us help your fund achieve its goals

225+
Asset managers use Broadridge's platform.
$1T
Assets serviced with our solutions by funds, managers and prime brokers.
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities 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.