ICON. Search
Close
icon_SearchClear

How can we help?

icon-speak-sales Created with Sketch. Learn about our partner program icon-speak-sales Created with Sketch. Speak with a sales representative icon-client-support Created with Sketch. Get client support

Additional Broadridge resources:

Careers
Client Support
Investor Relations
Partner Program
Press Relations

View our Contact Us page for additional information.

Data Management, Analytics and Reporting

On-demand access to complete, accurate financial information

Contact us Client Login

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
Accounting System Integration
Reconciliation of Daily Positions
Open-Architecture Data Warehouse
Web-Based Reporting and Dashboards
Efficient and reliable data management and reporting
Flexible and detailed analysis

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.

“We were able to implement a robust data warehouse management solution which allowed us to rapidly introduce new functionality and reporting at reduced costs.”

Bill Christian
Chief Operating Officer, GoldenTree Asset Management
Report Content icon Report Content icon Report Content icon
Report
The Promise of Transformation
How asset management firms are managing increasing complexity and regulation.
White Paper Content icon White Paper Content icon
White Paper
The Road Ahead for Asset Management
Learn more about challenges your firm may face and get insights on solutions that can help you navigate the challenges successfully.
Efficient, Scalable Operations
Case Study
Efficient, Scalable Operations for an Asset Manager Undergoing Tremendous Growth
Belay Partners
Case Study
Belay Partners Gains Real-Time Views of Firm P&L, Risk and More
Providing a Front-to-Back Office Solution From Trading Through Portfolio Accounting for Broad Asset Classes
Case Study
Providing a Front-to-Back Office Solution From Trading Through Portfolio Accounting for Broad Asset Classes
Press Release Content icon Press Release Content icon Press Release Content icon
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 Content icon Fact Sheet Content icon Fact Sheet Content icon Fact Sheet Content icon
Fact Sheet
Report Manager
Sophisticated and Customizable Reporting Solution in a User-Definable Dashboard.
Fact Sheet Content icon Fact Sheet Content icon Fact Sheet Content icon Fact Sheet Content icon
Fact Sheet
Performance Reporting
Complete Performance Reporting and Absolute Attribution Analysis.
Fact Sheet Content icon Fact Sheet Content icon Fact Sheet Content icon Fact Sheet Content icon
Fact Sheet
Analytics Master
Centralized Reporting, Data Management, and Reconciliation.
Article
Eric Bernstein Discusses How a ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis
Putting the Genie Back in the Bottle
White Paper
Putting the Genie Back in the Bottle
load more
Broadridge Request Information Form Broadridge Request Information Form

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
Global Investment Managers

Enhance and simplify portfolio management

Reduce portfolio management costs and vendor risk by moving to Broadridge's comprehensive, fully integrated investment operations platform for asset managers.
Data Management, Analytics and Reporting
Performance and Attribution
Reconciliation
Portfolio and Order Management
Reference Data Management
Pricing and Valuation
see more products