Investment Management, Reference Data and Risk Solutions

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Investment Accounting

Operational Efficiency through Superior Technology

Broadridge provides clients with a comprehensive, accurate view of investment portfolio valuations at any given time. Our expert team of accounting professionals leverage our market-leading technology platform as a service on the client’s behalf. We perform the entire range of accounting functions in a real-time, broad asset-class, multi-currency environment according to domestic, international and organizational standards. The resulting book of record drives insight and transparency across portfolios to support key investment management processes.

Broadridge knows what it takes to run a high-performance asset management practice and we provide the right solutions and capabilities:

  • Accurate and reliable portfolio accounting
  • Efficient order execution and management
  • Automated investment operations workflow
  • Superior data management and control
  • Business intelligence and transparency
  • Performance evaluation and measurement

Investment Accounting