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Fund Budgeting and Accruals

Budget efficiently with real-time, accurate accrual data

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Enable accounting and finance teams to budget for fund expenses more accurately and efficiently with access to real-time fund accrual data.

Mitigate risk with enhanced reporting features

Through rules-based automation of revenue and expense management, fund companies can keep budgets on track and up to date with real-time analytics and automated payment allocations to specific funds.

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Automate Budget Accrual Process
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Create Accurate Fund Budgets
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Set Up Breakdowns
by Fee Type
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Allocate Expenses
by Fund
How it Works: Revport

Improve budgeting with integrated fee and invoice billing solution

Revport, our powerful, rules-based calculation engine produces intelligent data, which can help finance teams improve forecasts and build more accurate budgets.

Video

Improving Efficiency with Revport

Broadridge's Chris John explains how Revport saves funds money by making their expense and revenue billing processes more accurate and efficient.

How We Can Help

Reduce costs, build more efficient workflows

$120B
Runs through each technology calculation cycle.
30%
In efficiency gains through automation of manual processes.
70%
Of clients say they were able to redirect resources to revenue generation after implementation.
“Having access to accurate, real-time data allows us to project budgets more accurately.”
Leading Mutual Fund Provider
Supporting Fund Revenue and Expense Validation, Reconciliation and Budgeting
Fact Sheet
Supporting Fund Revenue and Expense Validation, Reconciliation and Budgeting
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what’s next for you

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

Drive profitability with automated revenue and expense management

Learn how Broadridge's team of experienced professionals can meet your needs with our integrated technology solutions.
Revenue Management and Fee Billing
Fund Budgeting and Accruals
Intermediary Fee Management
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