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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
  Private Equity
  - Optimise operational efficiency and manage the entire fund lifecycle
- Capital Markets and Banking
- 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
  Corporate Issuer
All Products
Transform your business with communications, technology, data and analytics solutions
- Agency Trading
- Anti-Money Laundering Solution (AMLS)
- - 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
- Broadridge Payments-as-a-Service
- - Business Process Outsourcing
    - For Alternative Managers
    - For Global Investment Managers
- - Business Process Outsourcing
- - Cash Management
    - For Capital Markets
    - For Wealth Management Firms
- - Collateral Management
- Complete Solution for all ESG Reporting Requirements
- Compliance and Regulatory Accounting Business Process Outsourcing
- - Connectivity
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Custody Expense Management
- Data Control Business Process Outsourcing
- Data Control Business Process Outsourcing for Alternative Managers
- 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
- Digital Solutions
- Distributed Ledger Repo
- Distribution 360
- DLT Repo
- End-to-end Lombard Lending
- Equity Trade Processing
- European Fund Market Intelligence
- Expense Management and Fee Validation
- Factsheet Production and Distribution
- Fee Billing
- Financial Report Preparation and Filing
- Financial Reporting
- FIX Technology and Client Connectivity Services
- Fixed Income Trade Processing
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- Fund Data Distribution with Galaxia Data API
- Global Fund Data and Document Dissemination
- 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
- Market Analytics
- Middle Office Technology
- MiFID II Costs and Charges
- North American Post-Trade Business Process Outsourcing
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- Order Routing Network
- - 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 Matching
- Post-trade FastStart
- Post-Trade Processing Business Process Outsourcing for EMEA and APAC
- Predictive Meeting Analytics
- - Pricing and Valuation
- PRIIPs KID and EPT Production, Reporting and Distribution
- Principal Risk Trading and Market Making
- Private Market Hub
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Management
- Proxy Services
- - Reconciliation
- - Reconciliation Business Process Outsourcing
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Business Process Outsourcing
    - 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
- Solvency II Reporting
- Trading Platforms
- Translation and Language Services
- UCITS KIIDs and EMT Production and Distribution
- Virtual Shareholder Meeting
- - Visual Analytics
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
  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
  Private Equity
  - Optimise operational efficiency and manage the entire fund lifecycle
- Capital Markets and Banking
- 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
- Agency Trading
- Anti-Money Laundering Solution (AMLS)
- - 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
- Broadridge Payments-as-a-Service
- - Business Process Outsourcing
    - For Alternative Managers
    - For Global Investment Managers
- - Business Process Outsourcing
- - Cash Management
    - For Capital Markets
    - For Wealth Management Firms
- - Collateral Management
- Complete Solution for all ESG Reporting Requirements
- Compliance and Regulatory Accounting Business Process Outsourcing
- - Connectivity
- Corporate Trade Confirmation Service
- - Credit and Market Risk
- Custody Expense Management
- Data Control Business Process Outsourcing
- Data Control Business Process Outsourcing for Alternative Managers
- 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
- Digital Solutions
- Distributed Ledger Repo
- Distribution 360
- DLT Repo
- End-to-end Lombard Lending
- Equity Trade Processing
- European Fund Market Intelligence
- Expense Management and Fee Validation
- Factsheet Production and Distribution
- Fee Billing
- Financial Report Preparation and Filing
- Financial Reporting
- FIX Technology and Client Connectivity Services
- Fixed Income Trade Processing
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- Fund Data Distribution with Galaxia Data API
- Global Fund Data and Document Dissemination
- 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
- Market Analytics
- Middle Office Technology
- MiFID II Costs and Charges
- North American Post-Trade Business Process Outsourcing
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- Order Routing Network
- - 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 Matching
- Post-trade FastStart
- Post-Trade Processing Business Process Outsourcing for EMEA and APAC
- Predictive Meeting Analytics
- - Pricing and Valuation
- PRIIPs KID and EPT Production, Reporting and Distribution
- Principal Risk Trading and Market Making
- Private Market Hub
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Management
- Proxy Services
- - Reconciliation
- - Reconciliation Business Process Outsourcing
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Business Process Outsourcing
    - 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
- Solvency II Reporting
- Trading Platforms
- Translation and Language Services
- UCITS KIIDs and EMT Production and Distribution
- Virtual Shareholder Meeting
- - Visual Analytics
Consulting Services
Providing you with actionable insight and proven execution

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Billing and Expense Management

An enterprise platform to support your billing and expense management

Improve the accuracy of fee and expense calculations, invoice management and accounting. Leverage one solution to rationalise different provider agreements and rates. Our platform, Revport, helps you find efficiencies, free up investment dollars and gain deep insight into your business.

Get more out of your billing and expense management processes

Standardising and optimising your processes just got easier, thanks to Revport’s comprehensive features.

Experience a Rules-Based Workflow

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Track and Calculate Complex
Transactions

Reconcile Data, Fees and Trades

Maintain Rate Cards

Transform and Enrich Market
Intelligence

Receive and Validate Invoices

Dig into your expenses

Gain direct visibility into your post-trade expense operations, improve the accuracy of your fee and expense calculations, and expose fee leakage.

Video

Broadridge Improves Fee Accuracy

Learn how we can help eliminate fee leakage through accurate, efficient calculation and validation of fees.

How We Can Help

Expense management that uncovers real value

Average annual savings from reduced fee leakage.

20%

Average increased profitability through improved expense management.

8%+

Operating expenses saved from using expense analytics to shift to higher return practices.

“The real value comes from the analytics that enable firms to shift from day-to-day invoice issues to a higher return expense management practice.”

Peter Morris

General Manager EMEA, Broadridge.

Video

Revenue Management and Fee Billing for Asset Managers

Video

Revenue Management and Fee Billing for Capital Markets

Article

Managing Trade Execution Expenses

Press Release

Broadridge Completes Acquisition of Bonaire

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

Thank you.

Your submission has been received.

+1 844 836 6773

Capital Markets

Advance control, risk and support services

Explore our solutions that help you manage cash, risk, billing and expense, proxy, reconciliations and asset servicing to achieve operational advantages.

Cash Management

Data Control Business Process Outsourcing

Billing and Expense Management

Operational Risk Management

See More Products

Broadridge, a global Fintech leader with
$5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of today’s challenges to capitalise on what’s next.

Company Info

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Industry Solutions

Asset Management Capital Markets and Banking Corporations Wealth Management

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Want to see our services in the US?

Asset Servicing

Bank Debt and Loan Trading