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Investment Accounting

Enable your business with an independent book of record

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Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, compliance, fiduciary oversight and other critical investment management functions.

Manage risk and support all of your investment operations

Our award-winning solution includes a global asset class, multi currency, real-time platform with professional accounting services to produce your investment book of record.

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Investment Operations Platform
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Managed Book of Record
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Accounting and Cash Management
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Custodial and Market Data Integration
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Integrated General Ledger
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Managed Services Delivery
Investment Accounting

Accurate and cost-effective investment accounting

We efficiently capture, record and apply activity to produce an accurate portfolio valuation at any given moment. Our solution is also offered as a managed service for reliability, efficiency and cost-savings.

How We Can Help

Put our award-winning solutions to work for you

15
Average years of accounting experience for each team member.
$1.7T
Funds managed on our investment accounting platform.
“Having full control over our records has reduced costs and improved efficiency, transparency, and our ability to adapt quickly to changes in regulation and compliance.”
Assistant Chief Information Officer and Director of Cash Management
Leading State Treasury
5 Considerations to Build a Future-Ready Ops Business Model
Report
5 Considerations to Build a Future-Ready Ops Business Model
Is Your Firm Ready to Future-Proof Operations ?
Resource
Is Your Firm Ready to Future-Proof Operations ?
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Resource
10 Questions to Choose a Transformation Partner
Before you trust your mid- and back-office operations—including finance and accounting—to an outside provider, you must know who you’re dealing with and what to expect.
Article
Eric Bernstein Discusses How a ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis
Efficient, Scalable Operations
Case Study
Efficient, Scalable Operations for an Asset Manager Undergoing Tremendous Growth
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
Putting the Genie Back in the Bottle
White Paper
Putting the Genie Back in the Bottle
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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.
Promise of Transformation
Infographic
Promise of Transformation
Most Innovative Portfolio Management Solution 2016
Article
Most Innovative Portfolio Management Solution 2016
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Fact Sheet
The Broadridge Investment Operations Platform
Explore the key features of our institutional investment operations platform.
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Press Release
Broadridge Acquires QED Financial Systems, a Leading Provider of Investment Accounting Solutions
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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.
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Global Investment Managers

Manage risk and optimize operational efficiency

Streamline your operations and risk controls, so you can focus on what matters: maximizing investment returns, managing risk and growing your business.
Reconciliation
Investment Accounting
Managed Services, Hosting and Integration
Post Trade and Regulatory Compliance
Credit and Market Risk
Intraday Risk Monitoring
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