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Performance Analytics

Real-time performance insights for advisors and clients

Empower your advisors with on-demand or periodic performance reporting and investment analytics. Our flexible solution lets advisors set and manage performance goals against benchmarks, calculate performance and see a complete view of investment portfolios.

Flexible, multi-currency performance management and investment analytics

Take advantage of our scalable and efficient performance engine to provide your advisors with real-time analytics and on demand or periodic reports.

Conforms to GIPS

Customized Portfolio Views

Flexible Goal-Based Models

Performance Benchmarks

Ex-Post Risk

Data Aggregation

Gain performance insight from customized portfolio views

Customized views of holdings and performance, value history and asset allocation at the account, individual or household level.

Learn More About Our Performance Analytics Solution

Access High-Quality Data With Ease

Open solution: Integrate easily with your existing data, platforms and infrastructure, supporting real-time and non-standard formats from any back office
Reconciliation: Isolate exceptions and data anomalies for quick resolution of account specific and global issues

On-Demand, Real-Time Reporting

Custom, advanced reports: Generate professionally designed reports with branding, graphing and packaging capabilities
Standard performance reports: Access a pre-defined set of on-demand reports for advisors and investors
Managed account reporting: Include model management and sleeve-level support for UMAs/SMAs
Large-volume capabilities: Generate, create and deliver statements and reports in large quantities

See product specifications

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Broadridge Wealth Management Solutions

Discover Broadridge solutions for wealth management firms, advisors and investors and how they deliver a transformative wealth management experience.

How We Can Help

Experience a new standard for performance measurement

15K+

Advisors use our Performance Analytics solution.

12M+

Accounts processed daily from a single implementation.

55K+

Requests processed for reports daily.

Resource

Recent Insights from the Wealth Industry

Broadridge brings you the latest market trends, insights and analysis that impact the wealth industry.

Wealth Management

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Broadridge, the Next Generation Wealth Management Partner

Learn why Broadridge is your partner for delivering the next generation wealth management experience.

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