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Capital Markets Industry Viewpoint

Key challenges and best practices in trade expense management.

Broadridge hosted a series of industry led discussions among Capital Markets professionals to discuss the challenges and opportunities of trade expense management. Participants were provided the opportunity to share both their concerns and best practices. The key challenges outlined in this industry viewpoint focus on fee and data accuracy, invoice transparency and regulatory pressures. While participants had a variety of best practices around trade expense management a few common themes arose around global agreements and the need for a single centralized expense management utility.


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