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Portfolio and Order Management

A single platform for portfolio, risk and order management

Broadridge's Portfolio Master combines order management, portfolio management and risk management in a single application, enabling fund managers to avoid wasting time and resources integrating various tools and instead focus on what they do best: earning returns for clients.

Manage the full life cycle of a trade in a single application

Broadridge's multi-asset order and portfolio management solution enables your team to model and execute trades, track portfolios in real-time and ensure compliance and operations are up to date.

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All Asset Classes
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Complete Electronic Trading
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Real-Time Positions and P&L
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Post-Trade Processing
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Specific Asset Class Solutions
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Integrated Compliance Tools
How We Can Help

Let us help your fund achieve its goals

225+
Asset managers use Broadridge's platform.
$1T
Assets serviced with our solutions by funds, managers and prime brokers.
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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what’s next for you

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