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Mutual Funds and ETF Providers

Drive profitability with automated revenue and expense management

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Reduce costs and build efficient billing, budgeting and invoicing workflows with a fully automated and centralized solution.

Included Products

Revenue Management and Fee Billing

Drive positive ROI through improved cash flow, reduced costs, and shortened billing cycles.
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Fund Budgeting and Accruals

Enable accounting and finance teams to budget for fund expenses more accurately and efficiently with real-time access to fund accrual data.
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Intermediary Fee Management

Manage third-party fees, distribution payouts and gain oversight with a single system.
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Video

Improving Efficiency with Revport

Broadridge's Chris John explains how Revport saves asset managers money by making their expense and revenue billing processes more efficient.

Buy-Side Business Attribution: Assessing Costs and Quantifying Value
Article

Buy-Side Business Attribution: Assessing Costs and Quantifying Value

Buy-side senior decision-makers need to assess and understand the revenue and expense contributions made by the component parts of their business.
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Infographic

Asset Management Growth Strategies

How firms approach, monitor and overcome growth challenges will be paramount to achieving efficiency and profitable growth.
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Surviving MiFID II – Predictable Yet Unexpected Risks
Article
Surviving MiFID II – Predictable Yet Unexpected Risks
Press Release Content icon Press Release Content icon Press Release Content icon
Press Release
Broadridge Revenue and Expense Management Solution Update Bolsters Automation and Analytics
A Merger of Two Asset Managers Required New Scalability to Support Revenue and Expense Management
Case Study
A Merger of Two Asset Managers Required New Scalability to Support Revenue and Expense Management
Eric Bernstein Discusses How a ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis
Article
Eric Bernstein Discusses How a ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis
Asset Management Solutions
Video
Broadridge Asset Management Solutions
The Road Ahead for Asset Management
White Paper
The Road Ahead for Asset Management
Drive Profitability Automated Revenue Survey Results
Report
Survey Results: What's on the Mind of Today's CFOs?
Promise of Transformation
Infographic
Promise of Transformation
Improving Asset Managers' Revenue and Expense Management
Article
Improving Asset Managers' Revenue and Expense Management
Business Growth Required Financial Automation to Shorten Invoice Cycles, Support Audit Requirements and Eliminate Manual Processes
Case Study
Business Growth Required Financial Automation to Shorten Invoice Cycles, Support Audit Requirements and Eliminate Manual Processes
Broadridge Completes Acquisition of Bonaire
Press Release
Broadridge Completes Acquisition of Bonaire
5 Considerations to Build a Future-Ready Business Model
Report
5 Considerations to Build a Future-Ready Business Model
Is Your Firm Ready to Modernize? A 10-Point Checklist
Fact Sheet
Is Your Firm Ready to Modernize? A 10-Point Checklist
Ready to Choose a Transformation Partner?
Article
Ready to Choose a Transformation Partner?
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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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Mutual Funds and ETF Providers

Asset management solutions

Learn how Broadridge's integrated, data-driven technology solutions can meet all your asset management needs—saving you time and money.
Enhance and simplify portfolio management
Drive profitability with automated revenue and expense management
Access unique distribution insights
Maximize investor communications and engagement
Drive a successful proxy outcome
Simplify financial and regulatory reporting
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