Broadridge is operational around the globe. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. Read more.

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.

Conforms to GIPS

Customized Portfolio Views

Flexible Goal-Based Models

Performance Benchmarks

Ex-Post Risk

Data Aggregation

Gain performance insight from customized portfolio views

Optimize investor outcomes with flexible goal-based models

Benefit from benchmark performance measurements

Gain performance insight from customized portfolio views

Customize comprehensive portfolio views of investors' holdings and performance, value history, asset allocation at the account, individual or household level.

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

See product specifications

Video

Wealth Management Solutions to Grow Your Business

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

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.

Resource

Recent Insights from the Wealth Industry

Information and analysis to help strengthen client relationships and grow your business.

Wealth Management

White Paper

Targeting the Digital Generation

Video

Broadridge, the Next Generation Wealth Management Partner

Learn why Broadridge is your partner for delivering the next generation wealth management experience.

Schedule a demo

Welcome back, {firstName lastName}.

Not {firstName}? Clear the form.

22c-2 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

ESG Advisory ServicesESG Advisory Services

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial ReportingFinancial Reporting

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

SmartRoomSmartRoom

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

The right insights, right now

How can we help?

Become a Broadridge partner

Thank You

Talk to us

Thank You

Get client support

Thank You