Asset Managers


As an asset manager, you have an unparalleled level of accountability. To your firm. To your clients and their financial advisors. And, to industry regulators. To succeed, you must control operating costs, deliver superior returns and service, and mitigate risk. That requires efficient, effective, compliant investment management and the right asset management solutions can help.

Broadridge knows what it takes to run a high-performance practice, and our asset management solutions reflects it. We support a “strategy to balance sheet” workflow from the front to the middle and back office. We enable secure access to data that is timely, accurate and complete, and the tools needed to take action quickly—around the clock. With streamlined, automated workflow, flexible reporting, and a “single version of the truth” for transparency, our asset management solutions enhance performance, client response and regulatory compliance—all while reducing overhead costs.


Key Features of Our Asset Management Solutions

  • Accurate, reliable portfolio accounting
  • Efficient order management processing
  • Automated investment operations workflow
  • Superior data management and control
  • Business intelligence and transparency
  • Performance evaluation and measurement


Broadridge’s asset management solutions are supported by our investment operations platform, a complete, flexible and scalable managed services
offering that helps firms meet operational challenges like managing information across the business, improving efficiency and controlling costs. The platform supports core functions like investment accounting, financial data managementreporting and analytics with extended capabilities for billing, compliance and portfolio management. It provides a foundation for existing solutions and as needed Broadridge’s ecosystem of investment management capabilities across the back, middle and front office.

Broadridge is one of the world’s largest financial services providers, partnering with leading firms at all stages of growth to support the management of more than $600 billion in assets. Through our investment operations platform, our clients leverage our vast experience, global leading infrastructure, and award-winning technology as a service to solve operational challenges while creating economies of scale in both technology and human capital.

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