The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge

Fund Partner Reporting

On-demand DCIO fund partner reporting for greater accuracy and efficiency

Reduce the time, hassle and risk from collecting and reporting mutual fund trade and transaction data to fund partners. Broadridge's self-service portal automates reporting and offers data insights to help you gain efficiencies and improve partner relationships.

Simplified fund partner reporting

Get secure access to reports and advisor intelligence for internal business managers, fund partners, TPAs and other intermediaries with our easy-to-use self-service portal.

icon product feature
Data Analytics
icon product feature
Market Intelligence
icon product feature
Ongoing Customer
icon product feature
Trading Partner Reports
icon product feature
Third-Party Data Collection
icon product feature
Match Trades

Other solutions we offer: Opportunity Hunter for Retirement

See how Broadridge reporting and data insights can help you identify the right partners and make your operations more efficient.

How We Can Help

Increase fund reporting transparency

Fund and ETF assets included in our insights.
Reduction in duplicate records at the fund level.
Funds tracked globally.

Let’s talk about
what’s next for you

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