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Asset Management

Drive growth with the right data, insights and technology

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Transform your operations, strengthen client relationships and uncover new opportunities with solutions and services specifically for asset managers.

Future of Operations Finding a Home for Fintech
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Future of Operations Finding a Home for Fintech

Global Funds

Manage your operations more efficiently, stay compliant with changing regulations and understand the competitive landscape for funds and ETFs.

Enhance and simplify portfolio management

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
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Drive profitability with automated revenue and expense management

Bring efficiency, transparency and control to your accounting and billing processes with an integrated platform for managing and validating fees and expenses.
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Access unique distribution insights

Harness the power of data to gain deeper insight into the marketplace, better understand the competition and identify the best sales opportunities.
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Drive a successful proxy outcome

We help fund providers gain the proxy votes they need using multi-channel communications, tabulation and reporting capabilities.
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Simplify financial and regulatory reporting

Stay focused on your core business while meeting tax and regulatory requirements.
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Global Investment Managers

We help you drive transformational change in your operating model and manage risk in a competitive global marketplace.

Enhance and simplify portfolio management

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
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Manage risk and optimise operational efficiency

Streamline your operations and risk controls, so you can focus on what matters: maximising investment returns, managing risk and growing your business.
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Drive profitability with automated revenue and expense management

Drive profitability and gain operational advantage with our expense management and fee validation platform.
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Alternative Managers

Transform your operating model to efficiently raise capital and generate alpha.

Manage risk and optimise operational efficiency

Our portfolio and order management, trading, reporting and analytics solutions help streamline your back office operations and risk controls.
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Fund Administrators and Prime Brokers

Our services help fund administrators and prime brokers scale their operations, achieve greater efficiency, stay compliant and communicate with investors.

Support operational control and scalability

Gain greater control of your operations to better manage risk, control costs and grow your business with our investment operations platform.
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Adapt to growing investment complexity and regulatory burden

Keep pace with an ever-changing regulatory environment with our technology and expertise.
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Asset Management

Powering the world's leading investors

90%
Mutual fund assets flow through our platforms.
225
Asset managers use our portfolio and order management solutions.
“The Broadridge suite allows us to communicate across systems and streamline workflows across six geographies.”
Yao-Chye Chiang
Chief Operating Officer, Clearwater Capital Partners
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Future of Operations: Simplify, Innovate and Transform

Model scenarios, analyze risk and execute strategies across all your assets.
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