Investment Management, Reference Data and Risk Solutions

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Report Management

Sophisticated and Customizable Mobile, Web-Based Investment Reporting Solution

Report Manager is a web and mobile-based dashboard offering a consolidated reporting portal for fast access to information on portfolio activity, investments, P&L and exposure.Tightly integrated with Analytics Master, Broadridge’s flagship reporting data warehouse and reconciliation solution, Report Manager provides fund administrators and hedge fund clients access to key portfolio data in a single view.

Leverage customizable dashboards comprised of configurable ‘widgets’ that include eye-catching, interactive charts and data grids, with full drill-down capabilities. Plus, take advantage of our web, mobile or tablet based functionality providing immediate access to critical business information.

Product Features:

  • Widget-Based Dashboard - drag and drop widgets into named dashboards
  • Custom Reporting - intuitive interface for creation of chart and grid widgets
  • Flexible File Formats - output to various formats, including Excel, PDF, CSV, Word, XML
  • Multi-Level Drilldown - dynamic drilldown through multiple data levels for both grid and chart data
  • Common Parameters - dashboard-level consolidation of report parameters across multiple widgets
  • Presentation Ready Reporting - generate printable PDF documents comprising several charts and summary data tables


  • Provides instant access to critical business information
  • Enables investment reporting dashboards to be viewed on mobile devices and tablets
  • Allows users to create printable reports combining several summary-level tables and charts in a single PDF document.