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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 to support trading, compliance, fiduciary oversight and other critical investment management functions.

Manage operational risk and support all of your investment operations

Our proven platform and expert services support global asset class, multi-currency, real-time investment accounting for a complete, accurate book of record of institutional grade.

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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
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Graphic: Data from all sources is aggregated, accounted for and reconciled to produce an investment book of record

Accurate, efficient investment accounting

We efficiently capture, record and apply activity to produce an accurate portfolio valuation at any given moment. Our system is offered as a managed service to meet the efficiency, reliability and scalability needs of instiutional investors.

How We Can Help

A Proven Accounting Partner

15
Average years of accounting experience for each team member.
$1.7T
Funds managed on our platform for investment accounting.
“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
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
Most Innovative Portfolio Management Solution 2016
Article
Most Innovative Portfolio Management Solution 2016
Fact Sheet Content icon Fact Sheet Content icon Fact Sheet Content icon Fact Sheet Content icon
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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Our representatives and specialists are ready with the solutions you need to advance your business.
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Institutional Investors

Manage operational risk

Keep pace with regulatory requirements, minimize costs and scale efficiently with our comprehensive, fully integrated investment operations platform for institutional investors.
Reconciliation
Investment Accounting
Credit and Market Risk
Global SWIFT Services
Global Securities Class Action Services
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