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Broadridge Investment Management Solutions

A Best of Suite platform to support the portfolio management, compliance and investment operations needs of the institutional and alternative investment managers.  Broadridge’s Investment Management Solutions offers an integrated front, middle- and back-office platform, to hedge funds, asset managers, fund administrators and prime brokers. Over 250 global clients leverage the Broadridge Investment Management platform to …

Broadridge Securities Lending & Repo Solution

The Broadridge Securities Finance product suite provides an integrated front to back office solution for borrowing, lending, repo and collateral management across the equity and fixed income markets on an agency or principal basis. A flexible solution for the smallest direct lender to the global custodian, broker or intermediary.

Broadridge Operational Control

Our Reconciliation suite of software has been designed using the latest Business Process Management (BPM) technology to improve business performance across complex workflows, streamlining operations and improving STP rates across single or multiple lines of business. Highlights  Leverage existing IT infrastructure while enhancing with the latest technological developments Use flexible workflow and modeling features to …

Broadridge Professional Services

  Broadridge’s Professional Services practice helps financial institutions navigate regulatory and operational challenges and execute large business transformation initiatives. The comprehensive service provides transformation planning, cost optimization, risk and compliance consulting, and application development and integration services, utilising Broadridge’s global subject matter and technology expertise, as well as a strong network of external partners. The …

Fixed Income Trade Processing

Fixed Income Trade Processing Improve operational efficiency and navigate risk and regulations through our real-time processing of fixed income trades. Broadridge’s global solution covers the entire trade life cycle, from trade capture through clearance and settlement, books and records. Unrivaled support for fixed income trade processing globally Firms of all sizes around the world rely …

Derivatives Trade Processing

Simplify and improve your global derivatives trade processing with a single, integrated platform that works across asset classes. Broadridge’s solution supports the entire trade life cycle, from execution, clearing and settlement, to risk and collateral management. Transform derivatives trade processing with a single platform Built for agility and scale, the platform streamlines derivatives processing from …

Broadridge Hosted Accounting Solutions

Broadridge combines cost-effective managed hosting services for accounting solutions with a comprehensive, modular platform of front-, middle-, and back-office applications. Broadridge offers a suite of integrated front-, middle-, and back-office tools that complement and enhance Advent’s Geneva® and other accounting platforms, including: Superior reporting, reference data, pricing & valuation, and multi-asset class trade order management …

Broadridge Performance Reporting

Performance Reporting helps investment managers receive daily performance calculations – without the need to rely on an administrator, custodian or third-party provider for that information. Powered by StatPro Revolution’s award-winning cloud-based performance measurement solution and underpinned by Broadridge’s market-leading technology platform, the solution provides complete performance reporting and absolute attribution analysis for internal and external …

Broadridge Risk Master

Risk Master, a fully-featured and flexible risk management solution, allows firms to intelligently mitigate risk across an entire portfolio or at the trade level. This powerful tool works for multiple asset classes.  It allows clients to control their risk exposure to both market and counterparty risk, and to quickly act upon any identified risk tolerance …

Broadridge FastStart - Emerging Hedge Fund Manager Platform

Turnkey Front-to-Back Office Solution from Trading through Portfolio Accounting Broadridge’s FastStart hedge fund manager operating platform is the most complete application in the market for emerging managers — for all asset classes. FastStart is an innovative business solution for start-up and growing hedge fund managers that combines mission-critical trading, portfolio and risk management applications with …

Broadridge Credit Master

Credit Master provides complete trading and operational support for bank debt processing including portfolio analysis, trade capture, workflow management, global transaction entry, settlement and closing, multi-currency and P&L reporting, cash management, and document warehousing. Credit Master operates as a standalone application or in combination with our Investment Management Solutions suite and is tightly integrated with …

Data Control - Financial Messaging and Connectivity

Simplify data connectivity and transformation Built on our powerful ISO-standard messaging industry utility. Standardize and manage message types for payments, cash, commodities, securities, trade finance, and more. Manage it all, from non-ISO to ISO-standard connectivity with counterparties, and harmonize messaging across a wide variety of sources and platforms. STANDARDIZE DATA ACROSS ANY SYSTEM OR PROCESS …

Data Control - Intelligent Automation

Harness AI to enhance reconciliation matching and exception resolution TAKE CONTROL OF RECONCILIATION OPERATIONS Even the best reconciliation platforms require significant human intervention to build models, investigate errors and resolve exceptions. Now you can enhance reconciliations and accelerate break-management processes with Broadridge Data Control Intelligent Automation. Artificial Intelligence (AI)-driven algorithms automatically boost performance at every …

SUMMIT

The SUMMIT broker client accounting system is part of the overall product range from Broadridge.  It combines straight through processing capabilities with local connectivity to the Australian market, and offers global reach to international markets. It also provides comprehensive functionality for Australian equities transaction processing and market standard interfaces for front, middle and back office …

PROactive™ Broker

PROactive™ Broker is a retail and private client stockbroking, fund management and custody solution, and a market leader in the UK.  Its fully integrated modules support a broad range of businesses, including broking, custody and asset management, providing STP for order management and settlement, through cash management, corporate actions, accounting, compliance, reconciliation and client reporting.

SWIFT Service Bureau

SWIFT Service Bureau provides fast-track access to the SWIFT network for the full range of SWIFT messages including securities, treasury, derivatives, payments and corporate actions, all in a complete service environment.

Broadridge Investment Accounting

The Broadridge Investment Accounting platform is an accounting book of record (ABOR) solution.  The Investment Accounting platform provides investment lifecycle workflow management from trade to the general ledger.    Broadridge Investment Accounting is the foundation data for our comprehensive asset management platform that includes front-office portfolio management, risk compliance, trade order management and revenue and …

Broadridge Conversation Checker

Included as part of the rich functionality of Broadridge Matching or available as a standalone module, Broadridge Conversation Checker helps organisations reduce the operational risk associated with Reuters and EBS conversational trading in FX, MM and Derivatives markets, providing easy access, electronic storage and retrieval of all dealing conversations. Improved control and monitoring of all …

Data Control - Reconciliations

BE CERTAIN AT EVERY STEP Transaction data is complex. To manage it effectively, you need a reconciliation process you can trust. Broadridge Data Control Reconciliation ensures you deliver accurate, reconciled data across disparate systems and your enterprise. Maximize visibility and control across the data life cycle. Systematically detect anomalies, irregularities, missing or incomplete values and …

Broadridge Collateral Optimisation

The Broadridge Collateral Optimisation solution provides sophisticated tools for collateral trading and optimisation. The solution enables you to optimise collateral usage on a firm-wide basis across securities lending, repo, bilateral OTC derivatives, and exchange-traded derivatives business lines.

Global Post Trade Management

  Global Post Trade Management Broadridge brings tranformative operational advantages to global post trade processing and management from trade capture through clearance and settlement, reconciliation, asset servicing, books and records, and regulatory reporting. It streamlines and standardizes operations and infrastructure across asset classes, markets, currencies and business entities. Broadridge solutions and managed services provide a platform for …

Broadridge Compliance Master

Comprehensive compliance solution for fund administrators, custodians and asset managers An automated tool used to run complex rules across large numbers of funds to produce meaningful, detailed compliance reports. A fully hosted, managed solution that provides funds and administrators with powerful post-trade compliance reporting capabilities A client-facing solution that enables firms to perform pre-trade compliance …

FXL Risk Management

FOR RISK MANAGEMENT REAL-TIME LIMITS Straight Through Processing from electronic platforms for FX (spot, forwards, swaps, NDFs, vanilla and exotic options), exchange-traded futures and options, metals, interest rate derivatives and Money Market instruments. Easily integrates with external systems for trades, rates and status updates. Reconciliation with prime brokers and trading platforms. MARGIN MONITORING Real-time aggregation and management of currency …

FXL Order Management System

FOR ORDER MANAGEMENT REAL-TIME ORDER BLOTTER Broadridge FXL Order Management System provides users and management with real-time order blotters to manage order activity and associated data. GLOBAL ORDER MANAGEMENT FXL provides the ability to pass a global order book between order locations (Asia to Europe to Americas) – 24×7 functionality means no stopping for end-of-day processing. CROSS ASSET FXL …

FXL Cash & Liquidity Management

FOR CASH & LIQUIDITY MANAGEMENT POSITION FORECASTING Real-time intra-day cash positions on actual and projected balances for internal and external cash accounts. Informed, effective and accurate funding decisions from real-time visibility of unsettled transactions. MATCHING ENGINE Provides cash flow matching (MT900/910) to project actual balances and bank statement matching. CASH FLOW MANAGEMENT Creates the ability to identify and prioritize …

Broadridge FX & Liquidity Solutions (FXL)

Broadridge FX & Liquidity Solutions (FXL) has four main components: FXL – FX & FX DERIVATIVES – Componentized Front, Middle & Back Office Solutions FXL ORDER MANAGEMENT – Market & Limits Orders for FX & FX Options FXL CASH MANAGEMENT –  Global Liquidity views Across Asset Classes & Entities FXL RISK MANAGEMENT –  Global Limit Monitoring, Margin Monitoring …

Broadridge Collateral Management

Broadridge collateral management offers a real-time, enterprise-wide collateral management and optimisation solution for cleared/bilateral OTC and exchange traded derivatives, securities lending and repo. With front-to-back office support for buy-side and sell-side, the solution improves collateral efficiency and supports regulatory change.

Broadridge Price Master

Price Master is a centralized pricing and market data solution that collects and stores pricing data from multiple sources (e.g., data vendors, broker files, spreadsheets, text files, etc.) and keeps data quality metrics and views to support “golden” record creation across these multiple sources. It provides a flexible user interface for analyzing prices and defining pricing …

Broadridge Analytics Master

Broadridge’s Analytics Master is a comprehensive data aggregation, reporting, and reconciliation tool designed for firm-wide data management. Analytics Master consolidates front-, middle-, and back-office information for centralized management and client facing reporting. Certified integration adapters include the latest versions of Advent’s Geneva®, SunGard VPM™, Citco AExeo™, RiskMetrics®, and our Broadridge Portfolio Master and Broadridge Credit …

Broadridge Portfolio Master

The keystone of Broadridge's Investment Operations Platform, Portfolio Master combines order management, portfolio management, and risk management in a single application, enabling fund managers to streamline their operations and reduce complexity in their mid-back office. Portfolio Master can help fund managers control exposure and inoculate their portfolio against adverse market conditions to protect carefully earned …

Broadridge Security Master

Security Master is a centralized reference data solution for managing security terms and conditions, and corporate actions.  The solution consolidates multiple sources of reference data into a single “Golden Copy” database for centralized operational control and distribution to downstream systems. The centralization of data significantly improves firm-wide data consistency and eliminates manual processes. By centralizing …

PROactive™ AutoConfs

Our global messaging solutions such as the PROactive™ AutoConfs and ConCord services offer industry leading solutions for your B2B message processing. Our messaging capabilities include the capture of messages regardless of source, through secure routing, delivery, matching and reconciliation. Highlights SWIFT Electronic Trade Confirmation partner – connect with customers as if they were Swift network …

Global Processing Solution

Our Global Processing Solution allows clients to process transactions in any instrument, any market, at any time. Its advanced real-time processes automate the transaction lifecycle for e-commerce and institutional STP operations, from order capture and execution, through confirmations, settlement and accounting.

Gloss STP Bureau

Gloss STP Bureau is a real-time STP system which automates the trade processing lifecycle from trade capture and enrichment through confirmation, clearing agency reporting and settlement. The Gloss STP Bureau provides fast-track access to market leading functionality in a complete serviced environment. From Broadridge’s advanced data centres in the US and Europe the service offers …

Support Services

Our world class services teams ensure projects are delivered within budget and on time so customers can experience optimum benefit from our software. Our dedicated implementation consultants have specialist financial and technical expertise to ensure successful delivery whether a simple, single installation or a more complex, enterprise-wide integration project. Our customer engagement ensures best practice …

Training Services

Our dedicated training services ensure customers get the best out of our systems and organizations can meet auditing and compliance requirements by using our systems correctly. We have a range of flexible training and certification packages to suit customer’s own requirements, resource and ability levels. Our training services include pre-scheduled foundation level courses aimed at …

Broadridge Cash Management

Broadridge FXL’s Cash Management provides real-time cash and liquidity management, enabling full control of intra-day position keeping and delivers a consolidated, global view of all currencies and accounts in one single solution. Highlights Monitor, track and process cash movements across individual lines of business Reduce risk by ensuring accurate and up-to-date views of balances direct …

Broadridge Derivatives Reconciliation

Broadridge Derivatives Reconciliation is a built for purpose solution for the complete post-trade management and control of OTC derivatives transactions. A unique matching algorithm underpins the solution’s deep structure matching capabilities. This, coupled with sophisticated Business Process Management provides unbeatable performance for the complex area of OTC derivatives. Highlights Automatically process all data sources including FpML, legacy …

Broadridge Matching

Broadridge Matching is a highly efficient pre-settlement confirmation matching solution offering a single point of control for the matching and management of multiple confirmation sources. Purpose-built to deliver unsurpassed match rates for increased STP, it provides a best-practice model with sophisticated features that have been developed in close collaboration with firms across the financial services …

Revport Revenue Management & Fee Billing Calculation System

Revport is the premier Revenue Management and Fee Billing solution and has been recognized as “best in class” by 13 of the world’s top-20 asset managers. Our clients consider fee billing as a critical component of their customer-facing operations and Bonaire’s expertise improves the quality of their fee calculation and invoicing process.  Our firm prides …

Broadridge Fixed Income Specialists

Broadridge focuses on domestic fixed income trade processing. Repo Trading – This new front end enables repo traders to create financing deals, to access these deals for maintenance purposes, and to view available collateral at both an aggregate and detailed view. Using the latest JAVA technology, raw data is consolidated and presented in a single screen …

Electronic Imaging & Workflow

Electronic Imaging and Workflow product will help your firm become more productive and improve your operations by enabling you to focus on the most critical aspects of the new account information collection and review process. Broadridge has developed a complete end-to-end document processing, communications and fulfillment environment that allows you to reduce and, in many cases, …

Investor Communication Services

Investor Communication Solutions, Broadridge is the nations largest processor of shareholder communications to corporations, banks, brokerage firms and mutual funds. It automates the costly and time-consuming tasks of creating and distributing sales literature, account statements, trade confirmations, proxies, corporate notifications, prospectuses, and other critical documents.  Broadridge delivers information with unsurpassed speed and accuracy. And by leveraging the …

Broadridge Equities Post-Trade Processing

Optimize every step of your trade processing operations while navigating through the complexities of risk and regulatory change. Broadridge’s real-time solution delivers trade processing for equities and related instruments throughout the trade life cycle. Multi-entity, multi-currency support for global equity trade processing Streamline equities and related instruments (e.g. warrants, deposits and loans, ETFs, mutual funds) …