Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

Billing and Expense Management

An enterprise platform to support your billing and expense management

Improve the accuracy of fee and expense calculations, invoice management and accounting. Leverage one solution to rationalize different provider agreements and rates. Our platform, Revport, helps you find efficiencies, free up investment dollars, and gain deep insight into your business.

Get more out of your billing and expense management processes

Standardizing and optimizing your processes just got easier, thanks to Revport’s comprehensive features.

Experience a Rules-Based Workflow

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Track and Calculate Complex
Transactions

Reconcile Data, Fees, and Trades

Maintain Rate Cards

Transform and Enrich Market
Intelligence

Receive and Validate Invoices

Dig into your expenses

Revport provides direct visibility into your post trade expense operations, improves the accuracy of your fees and expense calculations and exposing any fee leakage.

Video

Broadridge Improves Fee Accuracy

Learn how Revport combats fee leakage through its ability to calculate and validate fees more accurately and efficiently.

How We Can Help

Expense management that uncovers real value

Average annual savings from reduced fee leakage.

20%

Average increased profitability thanks to improved expense management.

8%+

Operating expenses saved from using expense analytics to shift to higher return practices.

White Paper

Trade Expense Management to Increase Profitability

Press Release

Broadridge Revenue and Expense Management Solution Update Bolsters Automation and Analytics

Press Release

Broadridge Launches Trade Expense Managed Service

Service expands post-trade managed services platform for trade expense analytics, standardization and process optimization.

White Paper

Leverage Trade Expense and Revenue Management Solutions to Increase Profitability

Article

Managing Trade Execution Expenses

Press Release

Broadridge Completes Acquisition of Bonaire

Press Release

Broadridge to Acquire Bonaire

Combination will extend Broadridge’s leadership in Mutual Fund and Asset Management solutions.

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

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Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

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

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Enhanced Packaging

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Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Expense Management business process outsourcing

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

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Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

Managed Services, Hosting and Integration

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Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

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Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Private Fund Compliance Reporting

Proxy Services

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Rapid Onboarding

Reconciliation

Reconciliation Managed Services

Reference Data Management

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Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

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Stock Transfer

Tax Services

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Virtual Shareholder Meeting

Wealth Insight Services

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Billing and Expense Management

An enterprise platform to support your billing and expense management

Get more out of your billing and expense management processes

Standardizing and optimizing your processes just got easier, thanks to Revport’s comprehensive features.

Dig into your expenses