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About Broadridge

Fund Partner Reporting

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

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

Simplified fund partner reporting

Simply and securely access reports and intelligence for internal business managers, fund partners, TPAs and other intermediaries with our self-service portal.

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Data Analytics
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Market Intelligence
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Ongoing Customer
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Trading Partner Reports
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Third-Party Data Collection
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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

Transparency in fund reporting

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

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