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Financial Services
Expert solutions for financial services for over five decades
- Asset Management
  
  Alternative Managers
  - Enhance and simplify portfolio management
  - Manage risk and optimise operational efficiency
  Fund Administrators and Prime Brokers
  - Support operational control and scalability
  - Adapt to growing investment complexity and regulatory burden
  Global Investment Managers
  Global Funds
- Capital Markets
- Wealth Management
  
  Wealth Management Firms
  Retirement Services Providers
  - Optimise trade processing
Corporations
- Corporate Treasury
  - Increase efficiencies in managing cash and risk
  Corporate Issuer
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Transform your business with communications, technology, data and analytics solutions
search-all-product
- - Asset Servicing
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    - For Fund Administrators and Prime Brokers
- Banking Book Collateral Management
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- Branded Shareholder Portal
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- Distribution 360
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- Expense Management and Fee Validation
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    - For Wealth Management Firms
- Factsheet
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    - For Alternative Managers
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- Key Information Documents
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- - Managed Reference Data Service
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    - For Wealth Management Firms
- - Managed Services, Hosting and Integration
- Market Analytics
- MiFID II Costs & Charges
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- - Portfolio and Order Management
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- Post Trade Processing Managed Services for EMEA and APAC
- Predictive Meeting Analytics
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- Proxy Services
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- - Reference Data Management
- Regulatory & Investor Communications
- Regulatory Trade and Transaction Reporting
- Revenue and Expense Management
- - Revenue Management and Fee Billing
    - For Global Funds
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- Risk and Transparency Reporting
- Sales and Asset Reporting
- - Securities Finance
    - For Capital Markets
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- Securities Processing
- Shareholder Data Services
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- Translation Services
- Virtual Shareholder Meeting
Consulting Services
Providing you with actionable insight and proven execution
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Solutions & Products
Insights
About Us
Client Support
Search

Financial Services
Expert solutions for financial services for over five decades
- Asset Management
  Alternative Managers
  - Enhance and simplify portfolio management
  - Manage risk and optimise operational efficiency
  Fund Administrators and Prime Brokers
  - Support operational control and scalability
  - Adapt to growing investment complexity and regulatory burden
  Global Investment Managers
  Global Funds
- Capital Markets
- Wealth Management
  Wealth Management Firms
  Retirement Services Providers
  - Optimise trade processing
Corporations
Streamline shareholder communications and management
- Corporate Treasury
- Increase efficiencies in managing cash and risk
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- - Asset Servicing
    - For Capital Markets
    - For Wealth Management Firms
- - Bank Debt and Loan Trading
    - For Alternative Managers
    - For Fund Administrators and Prime Brokers
- Banking Book Collateral Management
- - Billing and Expense Management
    - For Capital Markets
    - For Wealth Management Firms
- Branded Shareholder Portal
- - Cash Management
    - For Capital Markets
    - For Wealth Management Firms
- - Collateral Management
    - For Capital Markets
    - For Global Investment Managers
- Compliance and Regulatory Accounting Managed Services
- - Connectivity
- Control Solutions
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Custody Expense Management
- Data Control Intelligent Automation
- - Data Control Managed Services
    - For Capital Markets
    - For Capital Markets
- Data Control Messaging and Connectivity
- Data Control Reconciliations
- - Data Management, Analytics and Reporting
- Data Management, Warehouse and Reporting
- Derivatives Trade Processing
- Distribution 360
- DLT Repo
- Equity Trade Processing
- European Fund Market Intelligence
- Expense Management and Fee Validation
- - Expense Management Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Factsheet
- Fee Billing
- Financial Reporting
- Fixed Income Trade Processing
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- Global Market Intelligence
- Global Post Trade Management
- - Global Securities Class Action Services
- - Global SWIFT Services
- Institutional Market Intelligence
- Interactive Online Document Management
- Intermediary Fee Management
- - Intraday Risk Monitoring
    - For Alternative Managers
    - For Global Investment Managers
- Key Information Documents
- Lombard lending in the Cloud
- - Managed Reference Data Service
    - For Capital Markets
    - For Wealth Management Firms
- - Managed Services, Hosting and Integration
- Market Analytics
- MiFID II Costs & Charges
- North American Post Trade Processing Managed Services
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- - Performance and Attribution
    - For Alternative Managers
    - For Global Investment Managers
- - Portfolio and Order Management
- - Portfolio Securities Voting
- - Post Trade and Regulatory Compliance
    - For Alternative Managers
    - For Global Investment Managers
- Post Trade Processing Managed Services for EMEA and APAC
- Predictive Meeting Analytics
- - Pricing and Valuation
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- - Proxy Management
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Services
- - Reconciliation
- - Reconciliation Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Management
- Regulatory & Investor Communications
- Regulatory Trade and Transaction Reporting
- Revenue and Expense Management
- - Revenue Management and Fee Billing
    - For Global Funds
    - For Global Investment Managers
- Risk and Transparency Reporting
- Sales and Asset Reporting
- - Securities Finance
    - For Capital Markets
    - For Global Investment Managers
- Securities Processing
- Shareholder Data Services
- Trading Platforms
- Translation Services
- Virtual Shareholder Meeting
Consulting Services
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Data Management, Warehouse and Reporting

Leverage essential business data to drive growth

Our investment operations platform efficiently aggregates, analyses, warehouses and reports critical business data. This allows you to instantly see the information you need, generate eye-catching data charts and grids and access enterprise data anywhere across multiple devices.

Maximise portfolio efficiency with comprehensive performance data management

Broadridge's innovative data analytics solution processes complex, sophisticated data and delivers outcomes designed to power efficient, informed decision-making.

Flexible UI and Data Mining

Third-Party Data Integration

Report-Writing Tools

Web Tools and Developer Kits

Report Library (NAV, P&L, etc)

Instantly access detailed portfolio exposure data by country

View country-specific portfolio information via the 'Exposure by Country' view, delivering sophisticated, detailed data on demand.

How We Can Help

Data software that powers portfolio performance

98%

Client revenue retention rate.

70+

Markets served worldwide.

$7T

Fixed income and equity securities trades per day.

“Broadridge's unique combined order management system and portfolio management system is all we need to support the entire workflow of our firm.”

Andrew Wall

COO, Belay Partners

Press Release

Broadridge Named “Best Front-Office Initiative” at The American Financial Technology Awards 2016 and "Best Risk Management Software" at the HFM European Hedge Fund Technology Awards 2016

White Paper

Future of Operations Finding a Home for Fintech

Case Study

Belay Partners Utilises Broadridge Order Management System Technology

Product

Analytics Master

Fact Sheet

Broadridge Solutions for Data Analytics and Visualisation

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

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Your submission has been received.

+1 866 359 0456

Fund Administrators and Prime Brokers

Support process control and scalability

Achieve greater performance outcomes and boost portfolio management workflow with critical, on-demand asset manager data and powerful dashboard reporting.

Portfolio and Order Management

Pricing and Valuation

Reference Data Management

Revenue and Expense Management

Reconciliation

Data Management, Warehouse and Reporting

See More Products

Broadridge, a global Fintech leader with
over $4.5 billion in revenues, helps clients get ahead of today’s challenges to capitalise on what’s next with communications, technology, data and intelligence solutions that help transform their businesses.

Company Info

About Broadridge Careers Client Support Contact Us Corporate Citizenship Diversity and Inclusion Investor Relations Office Locations Partner Programme Press Security Capabilities Sitemap Subscribe Sustainability

Industry Solutions

Asset Management Capital Markets Corporations Wealth Management

English

English Español Deutsche

Global Websites

Canada EMEA / APAC Germany Japan United States

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Want to see our services in the US?

Asset Servicing

Bank Debt and Loan Trading

Billing and Expense Management

Cash Management

Collateral Management

Connectivity

Credit and Market Risk

Data Control Managed Services

Data Management, Analytics and Reporting

Expense Management Managed Services

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Managed Reference Data Service

Managed Services, Hosting and Integration

Operational Risk Management

Performance and Attribution

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Professional Services

Proxy Management

Reconciliation

Reconciliation Managed Services

Reference Data Management

Revenue Management and Fee Billing

Securities Finance

Segment

Solution

The right insights, right now

About Broadridge

How can we help?

Talk to us

Thank You

Data Management, Warehouse and Reporting

Leverage essential business data to drive growth

Maximise portfolio efficiency with comprehensive performance data management

Broadridge's innovative data analytics solution processes complex, sophisticated data and delivers outcomes designed to power efficient, informed decision-making.

Instantly access detailed portfolio exposure data by country

View country-specific portfolio information via the 'Exposure by Country' view, delivering sophisticated, detailed data on demand.

Data software that powers portfolio performance

Broadridge Named “Best Front-Office Initiative” at The American Financial Technology Awards 2016 and "Best Risk Management Software" at the HFM European Hedge Fund Technology Awards 2016

Let’s talk aboutwhat’s next for you

Thank you

Support process control and scalability

Let’s talk about
what’s next for you