Finance & Accounting

Mitigate revenue leakage. Automate and simplify fee billing management. One platform streamlines processes with a controlled and auditable workflow.

Drive greater visibility and profitability

Increase revenue

Eliminate fee leakage
Add new fee structures
Perform complex fee calculations
Deliver clear, transparent fee communications

Reduce risk

Replace outdated technology
Remove manual processes and improve auditability
Ensure transparent fee modifications and accountability

Improve straight-through processing

Automate exceptions and thresholds
Streamline exception handling
Enable seamless flows of inbound and outbound data

Seize global opportunities

Use multi-currency, multi-lingual capabilities
Simplify tax calculations with built-in tax functionality
Ensure control across international jurisdictions

Enhance revenue control and business intelligence

Handle calculation, validation, accruals, invoicing, reconciliation, and fee collection within a controlled and auditable workflow.

Revenue, expense and fee billing management

Ingest and store client, revenue, and expense data

Calculate accruals, fees, and expenses

Perform straight through processing and automation

Leverage a full, multi-currency subledger

Accounts receivable aging and payment tracking

Enter, apply, and track payments and receivables in any currency

Automate payment loads

Compute FX gain/loss for invoices in non-native currency

Make pre-payments

Reconciliations

Compare current and prior period invoices

Review internal accruals against external invoices

Dynamic reporting and business intelligence

Work within an intuitive dashboard

Produce standard, ad hoc, and custom reports

Streamlined fee-billing management for every type of firm

Institutional asset management

Wealth management

Funds

Capital markets

Retirement recordkeepers

Implementing Broadridge's fee billing management system has allowed us to efficiently handle complex fee calculations and improve cash flow management. The seamless integration with our existing systems and global capabilities has given us a competitive edge in expanding our investment management services.

Asset management CFO