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About Broadridge

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.

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Automate Budget Accrual Process
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Create Accurate Fund Budgets
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Set Up Breakdowns
by Fee Type
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Allocate Expenses
by Fund

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

Runs through each technology calculation cycle.
In efficiency gains through automation of manual processes.
Post-implementation, 70% of clients say they could redirect resources to revenue generation.

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