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Fund Budgeting and Accruals

Budget efficiently with real-time, accurate accrual data

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

Mitigate risk with enhanced reporting features

Through rules-based automation of revenue and expense management, fund companies can keep budgets on track and up-to-date with real-time analytics and automated payment allocations to specific funds.

Automate Budget Accrual Process

Create Accurate Fund Budgets

Set Up Breakdowns
by Fee Type

Allocate Expenses
by Fund

Improve budgeting with integrated fee and invoice billing software

Our powerful, rules-based calculation engine, Revport produces intelligent data, which can help finance teams improve forecasts and build more accurate budgets.

Video

Revenue Management and Fee Billing for Asset Managers

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

How We Can Help

Reduce costs, build more efficient workflows

$120B

Runs through each technology calculation cycle.

30%

In efficiency gains through automation of manual processes.

70%

Post-implementation, 70% of clients say they could redirect resources to revenue generation.

White Paper

Future of Operations: Simplifying Operations With Data

Fact Sheet

Supporting Fund Revenue and Expense Validation, Reconciliation and Budgeting

Article

Surviving MiFID II – Predictable Yet Unexpected Risks

Press Release

Broadridge Revenue and Expense Management Solution Update Bolsters Automation and Analytics

Case Study

Victory Capital^® Gains Control with Revport

Article

A ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis

Infographic

The Promise of Asset Management 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

Press Release

Broadridge to Acquire Bonaire

Combination will extend Broadridge’s leadership in Mutual Fund and Asset Management solutions.

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

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

15(c) Board Reporting

22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Fi360 Data and Analytics

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Global Tax Reclaim and State Tax Reporting

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trading Platforms

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics

Wealth Insight Services

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