Broadridge is operational around the globe. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. Read more.

Mutual Funds and ETF Providers

Drive profitability with automated revenue and expense management

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

Included Products

Video

Revenue Management and Fee Billing for Asset Managers

See how Revport from Broadridge streamlines billing and invoicing operations for asset management firms.

Article

Surviving MiFID II – Predictable Yet Unexpected Risks

Press Release

Broadridge Revenue and Expense Management Solution Update Bolsters Automation and Analytics

Case Study

A Merger of Two Asset Managers Required New Scalability to Support Revenue and Expense Management

Article

Eric Bernstein Discusses How a ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis

Video

Broadridge Asset Management Solutions

Report

The Promise of Transformation

Infographic

Promise of Transformation

Article

Improving Asset Managers' Revenue and Expense Management

Case Study

Business Growth Required Financial Automation to Shorten Invoice Cycles, Support Audit Requirements and Eliminate Manual Processes

Press Release

Broadridge Completes Acquisition of Bonaire

Report

5 Considerations to Build a Future-Ready Business Model

Fact Sheet

Is Your Firm Ready to Modernize? A 10-Point Checklist

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

ESG Advisory ServicesESG Advisory Services

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial ReportingFinancial Reporting

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

SmartRoomSmartRoom

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

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