Reconciliation

Transform reconciliations with our multi-asset solution

Gain a new level of operational control and efficiency with Broadridge Reconciliation, a trade reconciliation and confirmation matching solution for retirement services providers. Leverage our multi-asset technology to reconcile transactions and balances and process exceptions within a single platform, helping to optimize trade processing across the business.

Reduce risk across your entire firm with improved business control and transparency

Optimize your trade processing with real-time monitoring and alerts, early detection of anomalies, and reduced exposure from inaccurate information across asset classes — all while improving operational oversight and transparency.

Business Activity Monitoring

Real-Time Exception Alerts

Unified, Business-Wide View

Self-Learning Capabilities

Intraday Updates & Reporting

Global Support

Choose from multiple deployment options

Our reconciliation solution is deployable on-site, 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's Reconciliation Solution for Retirement Services Providers

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

See Product Specifications

How We Can Help

Tap decades of industry expertise

Years experience developing financial technology solutions.

Of the top 10 US broker-dealers are clients.

98%

Client revenue retention rate.

Resource

Retirement Insights

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

Composition and Publishing for Legal Documents

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

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

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

Local Business Listings

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Private Fund Compliance Reporting

Proxy Services

ProxyVote

Rapid Onboarding

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

Trading Platforms

Vdr

Virtual Shareholder Meeting

Visual Analytics

Wealth Insight Services

Segment Title

Solution Title

The right insights, right now

About Broadridge

How can we help?

Talk to us