Fund Investor Portal

Enable your investors to service their own accounts

Provide treasurers, administrators and investors with a secure portal to conduct business and interact with accounts in real time. Our customizable Fund Investor Portal is a unique offering for institutional investors in the public sector.

Empower investors to manage their own accounts for service and efficiency

Our innovative portal meets the administrative needs of pooled investment funds. It is an efficient, secure and transparent way to deliver superior service to investors while reducing costs.

Local Government Investment Pool Support
Investor Monitoring and Action
Customized, Branded Interface
Rules- and Roles-Based Access
Sophisticated Security Controls
How We Can Help

Put our award-winning solutions to work for you

Average years of accounting experience of each team member.
Public funds managed on our investment accounting platform.
Of the top 10 state treasuries rely on Broadridge.
Broadridge Request Information Form Broadridge Request Information Form

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what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.