Investment Management, Reference Data and Risk Solutions

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Optimizing Performance

Broadridge’s products span the entire workflow of today’s global investment firms. Our modular offering includes order management, portfolio management, reference data management solutions, data warehouse reporting and reconciliation.

To learn more about the specifics of Broadridge solutions by Product click on the following links:

  • Portfolio Master

    Centralize and automate trading, compliance, routing and execution, portfolio re-balancing, and counterparty communication with Portfolio Master.

  • Risk Master

    Risk Master enables firms to effectively manage, monitor and report on market and credit risk exposures for an entire range of portfolios and across virtually every asset class.

  • Credit Master

    Receive complete trading and operational support for bank debt processing with Credit Master.

  • Analytics Master

    Analytics Master consolidates front-, middle-, and back-office information into a centralized reporting tool for more comprehensive, timely, and accurate reporting.

  • Security Master

    Easily manage security terms and conditions, corporate actions, and pricing and valuation data across multiple data vendors and pricing sources.

  • Price Master

    Access a global repository of pricing and market data to support today’s complex pricing and valuation requirements with Price Master.

  • Hosting Solutions

    Leverage the only fully integrated hosted solution for the global investment management industry.

  • Form PF

    A proven end-to-end Form PF service that reduces the time and cost involved in reporting, and helps position firms to respond to future regulatory requirements through an institutionalized process.

  • Proactive™

    Reduce operational risk, meet fiduciary obligations, and increase productivity by automating the process of checking trades against clearing and broker firm data.

  • FastStart

    FastStart is the most complete application in the market for emerging managers for all asset classes.