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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.

Conforms to GIPS
Customized Portfolio Views
Flexible Goal-Based Models
Performance Benchmarks
Ex-Post Risk
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
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Broadridge Wealth Management Solutions

Discover Broadridge solutions for wealth management firms, advisors and investors and how they deliver a transformative wealth management experience.

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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