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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
  CLO Managers
  - Manage risk and optimize operational efficiency
  - Enhance and simplify portfolio management
  Private Debt
  - Enhance and simplify portfolio management
  - Manage risk and optimise operational efficiency
- 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
- 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
- Compliance and Regulatory Accounting Managed Services
- - Connectivity
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Custody Expense Management
- Data Control Business Process Outsourcing
- Data Control Intelligent Automation
- Data Control Managed Services
- 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
- End-to-end Lombard Lending
- 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
- - Portfolio and Order Management
- Portfolio Management for CLO’s
- Portfolio Management for Private Debt
- - 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
- Private Fund Compliance Reporting
- - Professional Services
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    - For Wealth Management Firms
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    - For Global Investment Managers
- Risk and Transparency Reporting
- Sales and Asset Reporting
- - Securities Finance
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    - For Global Investment Managers
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Global Funds

Drive profitability with automated revenue and expense management

Reduce costs and build efficient billing, budgeting and invoicing workflows with a fully automated and centralised solution.

Included Products

Video

Improving Efficiency with Revport

Michael Collins, General Manager/Vice President of Broadridge Mutual Fund Proxy Solutions, explains how multi-channel support, state-of-the-art security and market-leading innovation help drive successful proxy voting campaigns.

Article

Asset Management Operations Case Studies

Buy-side senior decision-makers need to assess and understand the revenue and expense contributions made by the component parts of their business.

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The Hidden Challenges of Performance Based Fee Models

How firms approach, monitor and overcome growth challenges will be paramount to achieving efficiency and profitable growth.

Report

The Promise of Transformation

Case Study

Victory Capital Gains Control with Revport

Press Release

Broadridge Completes Acquisition of Bonaire

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Global Funds

Asset management solutions

Learn how Broadridge's integrated, data-driven technology solutions can meet all your asset management needs—saving you time and money.

Enhance and simplify portfolio management

Drive profitability with automated revenue and expense management

Access unique distribution insights

Drive a successful proxy outcome

Simplify financial and regulatory reporting

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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.

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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 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 Title

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The right insights, right now

About Broadridge

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Talk to us

Thank youfor reaching out to us

Global Funds

Drive profitability with automated revenue and expense management

Included Products

Revenue Management and Fee Billing

Fund Budgeting and Accruals

Intermediary Fee Management

Michael Collins, General Manager/Vice President of Broadridge Mutual Fund Proxy Solutions, explains how multi-channel support, state-of-the-art security and market-leading innovation help drive successful proxy voting campaigns.

Let’s talk aboutwhat’s next for you

Thank you.

Let’s talk about
what’s next for you