Portfolio Management

Solve the complexities of diverse portfolios with end-to-end investment portfolio management. Our software removes the obstacles standing in the way of what you do best: earning returns for clients.

One platform. Every asset class.

Informed decision-making
  • Monitor investments in real time
  • Customize dashboards to fit your workflow
  • Evaluate opportunities and resources using advanced analytics
Optimized portfolio rebalancing
  • Manage public and private assets
  • Perform in-depth risk and performance analysis
  • Seamlessly integrate 3rd party data
Compliance and regulatory monitoring
  • Adhere to standards for public and private assets
  • Monitor and mitigate potential risks
  • Maintain regulatory integrity
Custom reports and data visualization
  • Generate compliant communications for different stakeholders
  • Leverage customized data models
  • Format reports for desktop, tablets, and mobile
BIMS Wheel
BIMS Wheel
BIMS Wheel
BIMS Wheel
BIMS Wheel
BIMS Wheel
BIMS Wheel
BIMS Wheel
Investment management solution for Privates and Publics

Realtime portfolio management: PnL & Position Keeping, Cross Asset Class, Crypto & Digital Assets, Configurable Views, Slice & Dice Exposures

Investment management solution for Privates and Publics

OMS & compliance: FIX Trading, Pre- & Post-Trade Monitoring

Investment management solution for Privates and Publics
Risk: VaR, Scenario Analysis, Theoretical Valuations
Investment management solution for Privates and Publics

Loan processing: Syndicated & Private, Global & Position Level, Covenant Monitoring, Invoices & Statements

Investment management solution for Privates and Publics

Private debt and CLO management: Waterfall, Compliance, Borrowing Base, IRR

Investment management solution for Privates and Publics

Research and credit analysis: Pipeline Management, Credit Financials, Spreading, Ratio Analysis, Tear Sheets

Investment management solution for Privates and Publics

IBOR/ABOR: Corporate Actions, Shadow NAV, Trade Matching, Reconciliation

Investment management solution for Privates and Publics

Visual analytics & data warehouse: ESG Reporting, Consolidated Time-Series Reporting, Terms and Conditions, Corporate Actions

Enhance workflows for the entire front office

Drive efficiency and scale with sophisticated technology built for diverse portfolio strategies.

Access and analyze private debt investment details such as performance, risk, and valuation. Add advanced deal structuring capabilities to model, analyze, and optimize CLO structures.

Explore Private Market Solutions

Enhance performance and transparency with a strategic solution for managing publicly traded investments.

Explore Public Market Solutions
Portfolio Management Portfolio Management
“The degree to which we can customize our views for all our strategies, along with the ability to support multiple asset classes, made the Broadridge portfolio management solution the standout choice for us.”
Quentin Dumortier
Founder and CIO, Atlas Responsible Investors

Insights & perspectives

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
required
required
required
required
required
required
required
  • United States
  • Canada
  • United Kingdom
  • Afghanistan
  • Aland Islands
  • Albania
  • Algeria
  • Andorra
  • Angola
  • Anguilla
  • Antarctica
  • Antigua and Barbuda
  • Argentina
  • Armenia
  • Aruba
  • Australia
  • Austria
  • Azerbaijan
  • Bahamas
  • Bahrain
  • Bangladesh
  • Barbados
  • Belarus
  • Belgium
  • Belize
  • Benin
  • Bermuda
  • Bhutan
  • Bolivia, Plurinational State of
  • Bonaire, Sint Eustatius and Saba
  • Bosnia and Herzegovina
  • Botswana
  • Bouvet Island
  • Brazil
  • British Indian Ocean Territory
  • Brunei Darussalam
  • Bulgaria
  • Burkina Faso
  • Burundi
  • Cambodia
  • Cameroon
  • Cape Verde
  • Cayman Islands
  • Central African Republic
  • Chad
  • Chile
  • China
  • Chinese Taipei
  • Christmas Island
  • Cocos (Keeling) Islands
  • Colombia
  • Comoros
  • Congo
  • Congo, the Democratic Republic of the
  • Cook Islands
  • Costa Rica
  • Cote d'Ivoire
  • Croatia
  • Cuba
  • Curacao
  • Cyprus
  • Czech Republic
  • Denmark
  • Djibouti
  • Dominica
  • Dominican Republic
  • Ecuador
  • Egypt
  • El Salvador
  • Equatorial Guinea
  • Eritrea
  • Estonia
  • Ethiopia
  • Falkland Islands (Malvinas)
  • Faroe Islands
  • Fiji
  • Finland
  • France
  • French Guiana
  • French Polynesia
  • French Southern Territories
  • Gabon
  • Gambia
  • Georgia
  • Germany
  • Ghana
  • Gibraltar
  • Greece
  • Greenland
  • Grenada
  • Guadeloupe
  • Guatemala
  • Guernsey
  • Guinea
  • Guinea-Bissau
  • Guyana
  • Haiti
  • Heard Island and McDonald Islands
  • Holy See (Vatican City State)
  • Honduras
  • Hong Kong
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Iran, Islamic Republic of
  • Iraq
  • Ireland
  • Isle of Man
  • Israel
  • Italy
  • Jamaica
  • Japan
  • Jersey
  • Jordan
  • Kazakhstan
  • Kenya
  • Kiribati
  • Korea, Democratic People's Republic of
  • Korea, Republic of
  • Kosovo
  • Kuwait
  • Kyrgyzstan
  • Lao People's Democratic Republic
  • Latvia
  • Lebanon
  • Lesotho
  • Liberia
  • Libyan Arab Jamahiriya
  • Liechtenstein
  • Lithuania
  • Luxembourg
  • Macao
  • Macedonia, the former Yugoslav Republic of
  • Madagascar
  • Malawi
  • Malaysia
  • Maldives
  • Mali
  • Malta
  • Martinique
  • Mauritania
  • Mauritius
  • Mayotte
  • Mexico
  • Moldova, Republic of
  • Monaco
  • Mongolia
  • Montenegro
  • Montserrat
  • Morocco
  • Mozambique
  • Myanmar
  • Namibia
  • Nauru
  • Nepal
  • Netherlands
  • New Caledonia
  • New Zealand
  • Nicaragua
  • Niger
  • Nigeria
  • Niue
  • Norfolk Island
  • Norway
  • Oman
  • Pakistan
  • Palestinian Territory, Occupied
  • Panama
  • Papua New Guinea
  • Paraguay
  • Peru
  • Philippines
  • Pitcairn
  • Poland
  • Portugal
  • Qatar
  • Republic of Palau
  • Reunion
  • Romania
  • Russian Federation
  • Rwanda
  • Saint Barth?lemy
  • Saint Helena, Ascension and Tristan da Cunha
  • Saint Kitts and Nevis
  • Saint Lucia
  • Saint Martin (French part)
  • Saint Pierre and Miquelon
  • Saint Vincent and the Grenadines
  • Samoa
  • San Marino
  • Sao Tome and Principe
  • Saudi Arabia
  • Senegal
  • Serbia
  • Seychelles
  • Sierra Leone
  • Singapore
  • Sint Maarten (Dutch part)
  • Slovakia
  • Slovenia
  • Solomon Islands
  • Somalia
  • South Africa
  • South Georgia and the South Sandwich Islands
  • South Sudan
  • Spain
  • Sri Lanka
  • Sudan
  • Suriname
  • Svalbard and Jan Mayen
  • Swaziland
  • Sweden
  • Switzerland
  • Syrian Arab Republic
  • Taiwan, R.O.C
  • Tajikistan
  • Tanzania, United Republic of
  • Thailand
  • Timor-Leste
  • Togo
  • Tokelau
  • Tonga
  • Trinidad and Tobago
  • Tunisia
  • Turkey
  • Turkmenistan
  • Turks and Caicos Islands
  • Tuvalu
  • Uganda
  • Ukraine
  • United Arab Emirates
  • Uruguay
  • Uzbekistan
  • Vanuatu
  • Venezuela, Bolivarian Republic of
  • Viet Nam
  • Virgin Islands, British
  • Wallis and Futuna
  • Western Sahara
  • Yemen
  • Zambia
  • Zimbabwe
required
required
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Want to speak with a specialist?
North America
+1 800 353 0103(option 3)
EMEA +44 162 591 9082
Australia +61 743 569 934
Hong Kong +852 3004 3094
Singapore +65 31 351 278