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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

Resource

Is Your Firm Ready to Future-Proof Operations ?

Infographic

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.

Product

Analytics Master

Article

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

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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

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Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

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Capital Markets Disclosures

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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

Distributed Marketing Solution

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EDGARForms

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Expense Management and Fee Validation

Fi360 Data and Analytics

Fi360 Learning and Development

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Financial Reporting

Fixed Income Trade Processing

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Operational Risk Management

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