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Portfolio and Order Management

Fully integrated portfolio, order and risk management

Broadridge combines key portfolio management functions, including order and risk management, into a single solution to help optimize business operations. With Portfolio Master, trust services providers can avoid wasting time and resources integrating portfolio management applications and instead focus on what they do best: meeting the needs of their clients.

Manage the entire trading lifecycle on one platform

Optimize business operations across the trading life cycle with Broadridge's multi-asset portfolio management solution. Portfolio Master helps trust services providers execute trades, track portfolios and meet compliance and operational requirements — all efficiently and in real time.

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All Asset Classes
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Complete Electronic Trading
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Real-Time Positions and P&L
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Post-Trade Processing
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Specific Asset Class Solutions
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Integrated Compliance Tools
How We Can Help

Let us help your fund achieve its goals

225+
Asset managers use Broadridge's platform.
$1T
Assets serviced with our solutions by funds, managers and prime brokers.
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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what’s next for you

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