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Performance Analytics

Real-time performance and insights for advisors and clients

Empower your advisors with on-demand or periodic performance reporting and investment analytics. With our flexible, scalable Performance Analytics, advisors can easily set and manage performance goals against benchmarks, calculate performance and see a complete view of investors' portfolios.

Flexible, multi-currency performance management and investment analytics

Take advantage of our scalable and efficient performance engine to provide your advisors with real-time analytics and on demand or periodic reports.

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Conforms to GIPS
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Customized Portfolio Views
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Flexible Goal-Based Models
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Performance Benchmarks
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Ex-Post Risk
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Data Aggregation

Learn More About Our Performance Analytics Solution

Access High-Quality Data With Ease

  • Open solution: Integrate easily with your existing data, platforms and infrastructure, supporting real-time and non-standard formats from any back office
  • Isolate exceptions and data anomalies for quick resolution of account-specific and global issues

On-Demand, Real-Time Reporting

  • Custom, advanced reports: Generate professionally designed reports with branding, graphing and packaging capabilities
  • Standard performance reports: Access a pre-defined set of on-demand reports for advisors and investors
  • Managed account reporting: Include model management and sleeve-level support for UMAs/SMAs
  • Large-volume capabilities: Generate, create and deliver statements and reports in large quantities
Video

Wealth Management Solutions to Grow Your Business

Transform the client experience, help boost advisor performance, and optimize operations with Broadridge Wealth Management solutions.

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There is unprecedented opportunity for those who can provide investors anytime, anywhere, access, purposeful content, personalized interactions and self-service goal-based products.

How can wealth management firms reimagine the client experience, help advisers boost performance and optimize operations?

It starts with a complete office ecosystem.

One that is data enabled, technology driven and combines artificial intelligence with a human touch.

One that not only needs investors financial goals, but also builds trust.

What if you could grow your wealth business faster by engaging the right clients, connecting with them through enriched, relevant content and extraordinary service, or drive productivity through improved business processes and workflows, empowering advisers to manage their practices more efficiently?

Wealth management firms rely on our technology and expertise to increase revenue, provide a courier service and transform that client experience.

Everything we do is for one purpose. To help you succeed.

Broadridge.

Ready for next.

How We Can Help

Experience a new standard for performance measurement

15K+
Advisors use our Performance Analytics solution.
12M+
Accounts processed daily from a single implementation.
55K+
Requests processed for reports daily.
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