Broadridge Investment Management Solutions
Technology-enabled solutions for the entire investment management lifecycle.
Overview
Broadridge provides a comprehensive suite of solutions for asset managers, hedge funds, and other buy-side firms. Their offerings are modular, allowing clients to select specific components or a fully integrated, front-to-back office platform. The platform covers order management, portfolio accounting, risk management, reference data, and reporting, delivered via a hosted model to improve efficiency and reduce costs.
✨ Key Features
- Portfolio Management (Portfolio Master)
- Order Management and Execution
- Risk Management (Risk Master)
- Reference Data Management (Security Master, Price Master)
- Portfolio Accounting
- Data Aggregation and Warehousing
- Reporting and Analytics
🎯 Key Differentiators
- Modular architecture allows firms to select specific components or a full front-to-back solution.
- Combines technology with expert managed services, allowing firms to outsource operational burdens.
- Strong focus on data management, aggregation, and validation.
Unique Value: Offers a flexible and scalable combination of technology and managed services, allowing asset managers to streamline operations, reduce costs, and focus on core revenue-generating activities.
🎯 Use Cases (4)
✅ Best For
- Supports over 250 clients globally.
- Helped a client grow AUM from $1.5 billion to nearly $6 billion by providing scalable back-office operations.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Individual retail investors
- Very small advisory firms not needing institutional-grade tools
🏆 Alternatives
Unlike monolithic platforms, Broadridge's modular approach provides greater flexibility for firms to enhance their existing infrastructure without a complete overhaul. Their managed services offering is a key differentiator for firms looking to outsource operational complexity.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
💰 Pricing
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