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Data Aggregation and Financial Reporting

Accurate, comprehensive and actionable data

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Comprehensive data helps wealth advisors deliver next-level client service. Our patented technologies reconcile, normalize, aggregate and cleanse data to 99.9% accuracy. Seamless integration and flexible display options deliver actionable insights to improve decision-making across the enterprise.

Elevate your entire enterprise with verified, actionable intelligence

Gain a complete view of your business. Get performance reports, track and audit representative activity, seamlessly flow data through third-party applications and beat competitors to key insights.

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Fully Reconciled Data
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Centralized Data Repository
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Held-Away Data Integration
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Direct Custodial Feeds
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Client and Advisor Reporting
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360° Client View
Consolidate and normalize disparate data into a central repository
Flexible delivery options ensure seamless integration
Take advantage of extensive support for benefit-focused insurance products

Consolidate and normalize disparate data into a central repository

Enterprise data warehouse makes it easy to glean actionable insight from current and historical data. Direct and held-away data provides a full 360° view.

Step up to the only data aggregation solution that delivers every day, in every way

Practice management tools enhance productivity

  • Multi-functional views including Assets Under Management, Cash Balances and New Accounts
  • Easily identifiable growth opportunities
  • Global search
  • User-friendly client access portal

Reporting options to meet every need

  • Standard or customized benchmarking
  • Configurable report settings with ability to schedule
  • Flexible report kits (ability to combine multiple reports together)
  • Ability to view positions, cash flows and returns
  • Asset allocation models

Data aggregation capabilities that go beyond accurate

  • Data reconciliation tools provide over 99.9% accuracy
  • Collected from over 4,500 direct data sources plus 15,000+ additional institutions
  • More enriched details across position and transaction data
    • Ability to incorporate historical data
  • Enterprise-wide reconciliation so firms can focus on higher-level business challenges

Unmatched insurance-specific insights help grow your business

  • Comprehensive information about the policyholder and policy details
  • In-depth detail such as party roles, valuation, sub-account, transaction, riders and premiums
  • Custom insurance screens
  • Vast library of insurance-specific reports
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How We Can Help

Data confidence you can trust

99.9%
Level of accuracy of Broadridge data.
20K+
Custodial interfaces and third-party integrations.
20+
Years of experience in enterprise-wide data management.
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Wealth Management Firms

Explore our integrated tools

Resources for practice growth. Explore some of the powerful Broadridge solutions financial advisors can utilize to increase operational efficiencies and grow their practice.
Data Aggregation and Financial Reporting
Beneficial Proxy Services
Tax Services
Global Securities Class Action Services
Advisor Compensation
Asset Servicing
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