Global Fund Data and Document Dissemination

Enhance reporting speed and accuracy. Optimize fund data, compliance capabilities, and more on a global platform backed by proven experts.

Automated simplicity for complex reports

Data and document dissemination
  • Collate real-time data regarding portfolios, financials, and more
  • Automate aggregation, analysis, validation, and distribution
  • Integrate APIs into your IT infrastructure
Comprehensive translation and language services
  • Create reports and documents in 35+ languages
  • Entrust in-jurisdiction translators and proofreaders
  • Maximize cost-efficiency with parallel translation and automation
Detailed distributor feedback
  • Easily gather required feedback in multiple formats
  • Capture qualitative and quantitative data in a portal managed by Broadridge
  • Receive raw data and proprietary analytics
Custom factsheets and reports
  • Quickly create branded PDFs, digital factsheets, and landing pages
  • Adhere to business rules and maintain audit trails
  • Gain economics of scale in quality, speed, and reliability

Transform data aggregation, analysis, and distribution

Achieve efficient management, validation, and distribution of fund data and documents with proven Broadridge technology and expertise.

Your established industry gateway

Rely on the full suite of fund data we collect, validate, and distribute to the global financial community.

Speak to every investor

Utilize comprehensive translation services for 35+ languages to translate fund documentation, including legal, financial, and marketing materials.

Design, update, and deliver with ease

Create branded fact sheets with essential, up-to-the-minute details in PDF and interactive web formats. Embed widgets for easy updates and more robust reports.

Actionable client intel

Gather required quantitative feedback via SFTPs, APIs, and email, plus qualitative feedback through our Broadridge portal. Receive raw DFT data as well as analysis from our proprietary analytics engine.

Reporting done right

Ensure fast, accurate, polished reports. Our dedicated fund reporting, accounting, and typesetting experts leverage proprietary technology trusted by leading funds.

Broadridge Image Broadridge Image Broadridge Image Broadridge Image Broadridge Image

Fund data and document dissemination, simplified

550+
International fund managers entrust data management to Broadridge
35+
Languages available for document translation
20 years
Of fund data, document dissemination, and reporting experience

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.
Want to speak with a specialist?