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

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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.

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Retirement Insights

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Reconciliation