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

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

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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.

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Recent Insights from the Wealth Industry

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

Wealth Management

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Targeting the Digital Generation

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Broadridge, the Next Generation Wealth Management Partner

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

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15(c) Board Reporting

22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Composition and Publishing for Legal Documents

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Global Tax Reclaim and State Tax Reporting

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

Local Business Listings

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Proxy Services

ProxyVote

Rapid Onboarding

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trading Platforms

Vdr

Virtual Shareholder Meeting

Visual Analytics

Wealth Insight Services

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Performance Analytics