Investment Operations Outsourcing

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To achieve growth, investment managers must focus on generating better returns, satisfying clients and meeting regulatory requirements. However, as the business grows, so do operational challenges, which can detract from these critical objectives. System scalability, data and process management, and the staff necessary to support it all can impact healthy, profitable growth. Investment operations outsourcing relieves these burdens so investment managers can focus on their primary business objectives.

Leading investment managers trust Broadridge as their partner for investment operations outsourcing. Our investment operations platform is 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.

Key Investment Operations Outsourcing Features

  • Data warehouse
  • Data aggregation and management
  • Security and hosting
  • Investment accounting services and technology
  • Reporting and analytics

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.

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