Portfolio Management

Solve the complexities of diverse portfolios with end-to-end investment portfolio management. Our software removes the obstacles standing in the way of what you do best: earning returns for clients.

One platform. Every asset class.

Informed decision-making

Monitor investments in real time
Customize dashboards to fit your workflow
Evaluate opportunities and resources using advanced analytics

Optimized portfolio rebalancing

Manage public and private assets
Perform in-depth risk and performance analysis
Seamlessly integrate 3rd party data

Compliance and regulatory monitoring

Adhere to standards for public and private assets
Monitor and mitigate potential risks
Maintain regulatory integrity

Custom reports and data visualization

Generate compliant communications for different stakeholders
Leverage customized data models
Format reports for desktop, tablets, and mobile

Alternative asset management hybrid solution

Realtime portfolio management: PnL & Position Keeping, Cross Asset Class, Crypto & Digital Assets, Configurable Views, Slice & Dice Exposures

Alternative asset management hybrid solution

OMS & compliance: FIX Trading, Pre- & Post-Trade Monitoring

Alternative asset management hybrid solution

Risk: VaR, Scenario Analysis, Theoretical Valuations

Alternative asset management hybrid solution

Loan processing: Syndicated & Private, Global & Position Level, Covenant Monitoring, Invoices & Statements

Alternative asset management hybrid solution

Private debt and CLO management: Waterfall, Compliance, Borrowing Base, IRR

Alternative asset management hybrid solution

Research and credit analysis: Pipeline Management, Credit Financials, Spreading, Ratio Analysis, Tear Sheets

Alternative asset management hybrid solution

Investment operations: IBOR, Corporate Actions, Shadow NAV, Trade Matching

Alternative asset management hybrid solution

Data warehouse: ESG Reporting, Consolidated Time-Series Reporting

Enhance workflows for the entire front office

Drive efficiency and scale with sophisticated technology built for diverse portfolio strategies.

Access and analyze private debt investment details such as performance, risk, and valuation. Add advanced deal structuring capabilities to model, analyze, and optimize CLO structures.

Explore Private Market Solutions

Enhance performance and transparency with a strategic solution for managing publicly traded investments.

Explore Public Market Solutions

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The degree to which we can customize our views for all our strategies, along with the ability to support multiple asset classes, made the Broadridge portfolio management solution the standout choice for us.

Quentin Dumortier

Founder and CIO, Atlas Responsible Investors

Insights & perspectives

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Asset Managers Navigating the Next Wave: How tech and AI are reshaping buy-side strategies

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Hedge Funds Diversifying Into Private Debt

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Seamless Data Access with ABOR and IBOR: Enabling Asset Managers to Diversify in Difficult Markets

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Strategizing for Success: Formulating an Outsourcing Strategy in Private Debt Markets

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Future of Operations: Scaling Alternative Assets

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How Data is Enabling Hybridization to Flourish at Hedge Funds

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.

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Want to speak with a specialist?

+1 800 353 0103 North America

+44 20 7551 3000 EMEA

+65 6438 1144 APAC