Public Market Solutions

Upgrade front office capabilities with our multifaceted portfolio management software. Optimize allocations across asset classes using real-time analytics and risk controls.

Unparalleled front-office efficiency

Informed investment decision-making
  • Make data-driven investment and portfolio rebalancing choices
  • Optimize portfolios by integrating multiple asset classes
  • Model portfolios around strategic objectives
  • Perform comprehensive performance analysis
Powerful investment book of record
  • Centralize activities across asset classes
  • Enhance transparency, efficiency, and agility
  • Drive better outcomes for your firm and clients
Advanced risk management tools
  • Evaluate and mitigate risks in real time
  • Quickly react to market changes
  • Monitor portfolios according to custom criteria
Thorough compliance and reporting
  • Monitor for and rectify potential regulatory issues
  • Ensure compliance with complex regulations
  • Generate custom reports for different stakeholders
The Broadridge platform has helped us to successfully streamline our operations and allow us to continue delivering on each of our clients’ individual requirements. The implementation was quick and the support from the team post-implementation has been exceptional.
Samer Sarraf
Senior Executive Officer and Director of Amwal Capital Partners

Advanced multi-asset monitoring and analysis

Navigate public market complexities with a single platform for monitoring, analyzing, and reporting across diverse portfolios.

More valuable views

Customized analytics track performance and opportunities according to your strategy, allowing you to capitalize on market moves.

Allocation optimization

Real-time portfolio monitoring data provides the insights needed to follow trends, assess volatility, and rebalance with ease.

Complete compliance integrity

Robust oversight and custom reporting features enable you to achieve compliance confidence.

Seamless third-party connections

Our portfolio management system combines market data from a wide range of external sources to strengthen front office visibility.

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Established front office expertise

400
Client locations across 36 countries
20+
Years supporting public and private portfolio management
24/6
Customer support

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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