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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

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

Advisors use our Performance Analytics solution.
Accounts processed daily from a single implementation.
Requests processed for reports daily.
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