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

Manage risk and support all of your investment operations

Our award-winning solution includes a global asset class, multi currency, real-time platform with professional accounting services to produce your investment book of record.

Investment Operations Platform
Managed Book of Record
Accounting and Cash Management
Custodial and Market Data Integration
Integrated General Ledger
Managed Services Delivery
Investment Accounting

Accurate and cost-effective investment accounting

We efficiently capture, record and apply activity to produce an accurate portfolio valuation at any given moment. Our solution is also offered as a managed service for reliability, efficiency and cost-savings.

How We Can Help

Put our award-winning solutions to work for you

15
Average years of accounting experience for each team member.
$1.7T
Funds managed on our investment accounting platform.
“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
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Fact Sheet
The Broadridge Investment Operations Platform
Explore the key features of our 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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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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