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Reconciliation

Transform your reconciliations process with our multi-asset solution

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Gain a new level of operational efficiency while reducing risk and costs with our reconciliation and confirmation matching solution for mutual funds and ETF providers. Tap into our multi-asset technology to reconcile transactions and balances and process exceptions, helping to enhance and simplify portfolio management across your firm.

Reduce risk and improve business control and transparency

Take advantage of real-time monitoring and alerts, early detection of anomalies and reduced exposure to inaccurate information while improving operational oversight and transparency across assets.

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Business Activity Monitoring
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Real-Time Exception Alerts
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Unified, Business-Wide View
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Self-Learning Capabilities
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Intraday Updates & Reporting
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Global Support
Flexible deployment options let mutual funds and ETF providers implement our reconciliation solution on site or as a managed service.

Choose from multiple deployment options

Our Reconciliation solution is deployable onsite, as a SaaS or as a fully managed operations and technology service. No matter which you prefer, Broadridge delivers a single-supplier approach.

Learn More About Broadridge Reconciliation

Reconciliation

Leading SWIFT-accredited solution

  • Industry-leading reconciliation solution that is extensively proven to help firms improve control through dynamic business activity monitoring and real-time views across the operation
  • Gain enterprise-wide status and performance information delivered through advanced dashboards and with full tracking for operational management and risk

Confirmation Matching

Match confirmations automatically

  • Our confirmation matching solution automates the trade confirmation process with unbeatable match rates from the earliest point in the pre-settlement cycle
  • Take full advantage of our powerful matching technology that provides true three-way, real-time matching for counterparty, customer and broker confirmations. Our confirmation matching also includes intelligent features such as self-learning matching rules to minimize manual effort
  • Migrating from Accord? Broadridge can help
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How We Can Help

Tap decades of industry expertise

50
Years experience developing financial technology solutions.
98%
Client revenue retention rate.
Broadridge Reconciliation is SWIFT Certified
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Broadridge Reconciliation is SWIFT Certified

Our multi-asset reconciliation solution meets the highest requirements for SWIFT standards, messaging and connectivity, delivering an extra level of confidence.
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Mutual Funds and ETF Providers

Enhance and simplify portfolio management

Streamline key portfolio management processes—including trading, data management and reporting—with our fully integrated, comprehensive investment operations platform.

Data Management, Analytics and Reporting
Portfolio and Order Management
Reconciliation
Reference Data Management
Global Securities Class Action Services
Portfolio Securities Voting
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