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Data Management, Analytics and Reporting

On-demand access to complete, accurate financial information

Power your critical investment management processes with accurate data. Our dashboards and flexible reporting tools provide real-time insight into your investment operations.

Transform your data into actionable information and insight

Our award-winning data management and visualization solutions consolidate, reconcile, store and deliver information where, when and how it's needed.

Complete Data Aggregation

Market, Custodial and Third-Party Data

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Accounting System Integration

Reconciliation of Daily Positions

Open-Architecture Data Warehouse

Web-Based Reporting and Dashboards

Efficient and reliable data management and reporting

Managed services and technology enable automated aggregation, reconciliation and storage of portfolio, performance, and a wide range of other data.

White Paper

Future of Operations: Simplifying Operations With Data

White Paper

Retooling the Investment Management Industry’s Performance Yardstick for New Realities

Report

5 Considerations to Build a Future-Ready Ops Business Model

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Is Your Firm Ready to Future-Proof Operations ?

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Promise of Transformation

Case Study

Fund Overcomes Workflow Inefficiencies with Order and Portfolio Management System

Case Study

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

Press Release

Broadridge Acquires Paladyne Systems

The acquisition of Paladyne significantly expands Broadridge's solutions, including mission-critical applications for asset managers that allow them to streamline and manage their business effectively.

Fact Sheet

Report Manager

Fact Sheet

Performance Reporting

Complete Performance Reporting and Absolute Attribution Analysis.

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Analytics Master

Article

A ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis

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