Family Offices

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As a family office advisor, you must take every measure to grow and preserve client wealth responsibly and efficiently. After all, you are accountable not only for the performance of your client’s portfolio, but also for the quality of service you deliver.

Broadridge enables vigilant oversight of all of your portfolios, access to real-time data so you can respond quickly to client needs, and investment process automation to reduce overhead. Our operational platform for family offices helps you meet the demands of today’s challenging consulting landscape—without sacrificing your bottom line.

Key Features

  • Seamless data aggregation and management
  • Robust reporting and analytics when and where it is needed
  • Accurate, reliable and automated investment accounting

Our family office solutions are driven by Broadridge Investment Accounting, a mid- to back-office operational platform for investment accounting, financial data management and investment reporting. A complete, flexible and scalable managed services offering delivered across a single, hosted platform, Broadridge Investment Accounting drives optimal efficiency, information utilization and risk mitigation across the enterprise. Learn more.

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