Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

Revenue Management and Fee Billing

Automate revenue management and billing processes

Improve the quality of your fee calculation and invoicing processes using Revport, a browser-based technology that helps you drive higher ROI though increased efficiency, accuracy and shorter billing cycles.

Streamline billing and invoicing operations

Our flexible, rules-based solution tracks and calculates fees across a variety of complex workflows and enhances revenue reporting.

Invoice, Fee and Data Validation

Business Intelligence

Simple Exception Processing

SaaS /Managed Service Options

Achieve greater transparency with automated workflows

Revport provides a 360-degree view of fee and billing cycles, providing you with greater control over reconciliations, fund budgeting and expenses, and data-driven forecasting.

Video

Revenue Management and Fee Billing for Asset Managers

See how Revport from Broadridge streamlines billing and invoicing operations for asset management firms.

How We Can Help

Improve the quality and integrity of workflows

60%

Clients that decreased the error-prone components of their billing process.

70%

Clients now able to focus on generating revenue rather than clerical tasks.

88%

Clients believe Revport made a tangible impact on their bottom line.

White Paper

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

White Paper

Future of Operations: Changing the Nature of Work

Article

Surviving MiFID II – Predictable Yet Unexpected Risks

Press Release

Broadridge Revenue and Expense Management Solution Update Bolsters Automation and Analytics

Case Study

A Merger of Two Asset Managers Required New Scalability to Support Revenue and Expense Management

Article

Eric Bernstein Discusses How a ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis

Press Release

Northern Trust Enhances Fund Administration and Transfer Agency Capabilities for U.S. Mutual Funds

Infographic

The Promise of Asset Management Transformation

Article

Improving Asset Managers' Revenue and Expense Management

Case Study

Business Growth Required Financial Automation to Shorten Invoice Cycles, Support Audit Requirements and Eliminate Manual Processes

Press Release

Broadridge Completes Acquisition of Bonaire

Press Release

Broadridge to Acquire Bonaire

Combination will extend Broadridge’s leadership in Mutual Fund and Asset Management solutions.

Fact Sheet

Is Your Firm Ready to Modernize? A 10-Point Checklist

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.

REQUEST INFORMATION

15(c) Board Reporting

22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Composition and Publishing for Legal Documents

Connectivity

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

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Expense Management business process outsourcing

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Global Tax Reclaim and State Tax Reporting

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Private Fund Compliance Reporting

Proxy Services

ProxyVote

Rapid Onboarding

Reconciliation

Reconciliation Managed Services

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trading Platforms

Vdr

Virtual Shareholder Meeting

Wealth Insight Services

Segment Title

Solution Title

The right insights, right now

About Broadridge

How can we help?

Talk to us