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Financial Services
Expert solutions for financial services for over five decades
Corporations
Streamline shareholder communications and management
- Corporate Treasury
- Increase efficiencies in managing cash and risk
- Non-Listed Issuer
- Enhanced shareholder engagement for alternative investments
Healthcare
Improve the member and patient experience across the wellness journey
Telecom
Attract, engage and retain customers by creating dynamic experiences
Utilities
Deliver exceptional experiences across communication channels
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- 15(c) Board Reporting
- - 22c-2 Compliance22c-2 Compliance
    - For Mutual Funds and ETF Providers
    - For Retirement Services Providers
- Advisor Compensation
- Advisor Desktop Solutions
- - Advisor Resource CenterAdvisor Resource Center
- Advisor Targeting
- - Advisor WebsitesAdvisor Websites
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- - Annual ComplianceAnnual Compliance
    - For Corporate Issuer
    - For Law Firms
- - Asset ServicingAsset Servicing
    - For Capital Markets
    - For Wealth Management Firms
- Association Election Management
- - Bank Debt and Loan TradingBank Debt and Loan Trading
    - For Alternative Managers
    - For Fund Administrators and Prime Brokers
- Banking Book Collateral Management
- - Beneficial Proxy ServicesBeneficial Proxy Services
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    - For Capital Markets
    - For Wealth Management Firms
- Branded Shareholder Portal
- Broadridge Intelligent Analytics
- Call Center
- - Capital Markets DisclosuresCapital Markets Disclosures
    - For Corporate Issuer
    - For Law Firms
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    - For Capital Markets
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    - For Capital Markets
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    - For Capital Markets
    - For Wealth Management Firms
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- - Continuing EducationContinuing Education
    - For Individual Advisor Solutions
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- Corporate Action
- Corporate Action Services
- Corporate Trade Confirmation Service
- - Credit and Market RiskCredit and Market Risk
- Data Aggregation and Financial Reporting
- Data Control Intelligent Automation
- Data Control Messaging and Connectivity
- Data Control Reconciliations
- - Data Management and ArchivalData Management and Archival
- Data Management Warehouse and Reporting
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- - Derivatives Trade ProcessingDerivatives Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Digital DeliveryDigital Delivery
- Digital Document Delivery
- - Digital Experience ManagementDigital Experience Management
- Digital Marketing Campaigns
- Digital Proxy
- - Direct MarketingDirect Marketing
- Disclosures for Mutual Funds
- Distributed Marketing Solution
- Distribution 360
- DLT Repo
- - Document CompositionDocument Composition
- Document Composition and SEC Filing
- eCards and Email Marketing
- - EDGARFormsEDGARForms
    - For Corporate Issuer
    - For Law Firms
- - Enhanced PackagingEnhanced Packaging
    - For Corporate Issuer
    - For Non-Listed Issuer
- - Enhanced Proxy DesignEnhanced Proxy Design
    - For Corporate Issuer
    - For Law Firms
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    - For Capital Markets
    - For Wealth Management Firms
- - ESG Advisory ServicesESG Advisory Services
    - For Corporate Issuer
    - For Law Firms
- - Expense Management and Fee ValidationExpense Management and Fee Validation
    - For Global Investment Managers
    - For Institutional Investors
- - Expense Management Managed ServicesExpense Management Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Fact Sheets
- Fee Billing
- - Financial ReportingFinancial Reporting
    - For Corporate Issuer
    - For Mutual Funds and ETF Providers
- - Fixed Income Trade ProcessingFixed Income Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Foreign Exchange Trade ProcessingForeign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Full Service Tender Processing
- Fully Paid Lending
- Fund Budgeting and Accruals
- Fund Investor Portal
- Fund Partner Reporting
- Global Market Intelligence
- Global Post Trade Management
- - Global Securities Class Action ServicesGlobal Securities Class Action Services
- - Global SWIFT ServicesGlobal SWIFT Services
- Global Tax Reclaim and State Tax Reporting
- Institutional Market Intelligence
- - Intelligent ProspectingIntelligent Prospecting
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Interactive Online Document Management
- Intermediary Fee Manager
- - Intraday Risk MonitoringIntraday Risk Monitoring
    - For Alternative Managers
    - For Global Investment Managers
- - Investment AccountingInvestment Accounting
- Investor and Advisor Mailbox
- IPO End to End Services
- Key Information Documents
- Local Business Listings
- - Managed Reference Data ServiceManaged Reference Data Service
    - For Capital Markets
    - For Wealth Management Firms
- - Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration
- Market Analytics
- MiFID II Compliance
- Mobile App
- Mortgage Backed Securities
- Multi asset Post Trade Management
- Multi-Channel Participant Communications
- Mutual Fund Data and Suitability
- - NewslettersNewsletters
    - For Individual Advisor Solutions
    - For Wealth Management Firms
- Notice and Access & Inventory Management and Fulfillment
- - Operational Risk ManagementOperational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- Performance Analytics
- - Performance and AttributionPerformance and Attribution
    - For Alternative Managers
    - For Global Investment Managers
- - Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports
- Plan Sponsor Communications
- Point-of-Sale Prospectus
- - Portfolio and Order ManagementPortfolio and Order Management
- - Portfolio Securities VotingPortfolio Securities Voting
- - Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance
    - For Alternative Managers
    - For Global Investment Managers
- - Post Trade Control SolutionsPost Trade Control Solutions
    - For Capital Markets
    - For Capital Markets
- - Post Trade Processing Managed ServicesPost Trade Processing Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Post Trade Processing Managed Services for EMEA and APAC
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    - For Individual Advisor Solutions
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    - For Institutional Investors
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    - For Corporate Issuer
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- Revenue and Expense Management
- - Revenue Management and Fee BillingRevenue Management and Fee Billing
- Revport custodian bank billing management
- Risk and Transparency Reporting
- - Sales and Asset ReportingSales and Asset Reporting
    - For Mutual Funds and ETF Providers
    - For Retirement Services Providers
- SEC Rule 30e-3
- Securities Based Lending in the Cloud
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Report

Capital Markets Industry Viewpoint

Key challenges and best practices in trade expense management.

posted April 25 2014

Copy Link Copied!

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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Visit Bonaire for more information.

Broadridge, a global Fintech leader with
over $4 billion in revenues, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology, data and analytics solutions that help transform their businesses.

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Privacy Statement Terms of Use & Linking Policy Cookie Policy Legal Statements

22c-2 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

ESG Advisory ServicesESG Advisory Services

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial ReportingFinancial Reporting

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Control SolutionsPost Trade Control Solutions

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

SmartRoomSmartRoom

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

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