Finance & Accounting

Mitigate revenue leakage. Automate and simplify fee billing management. One platform streamlines processes with a controlled and auditable workflow.

Drive greater visibility and profitability

Increase revenue
  • Eliminate fee leakage
  • Add new fee structures
  • Perform complex fee calculations
  • Deliver clear, transparent fee communications
Reduce risk
  • Replace outdated technology
  • Remove manual processes and improve auditability
  • Ensure transparent fee modifications and accountability
Improve straight-through processing
  • Automate exceptions and thresholds
  • Streamline exception handling
  • Enable seamless flows of inbound and outbound data
Seize global opportunities
  • Use multi-currency, multi-lingual capabilities
  • Simplify tax calculations with built-in tax functionality
  • Ensure control across international jurisdictions

Enhance revenue control and business intelligence

Handle calculation, validation, accruals, invoicing, reconciliation, and fee collection within a controlled and auditable workflow.

Revenue, expense and fee billing management

  • Ingest and store client, revenue, and expense data
  • Calculate accruals, fees, and expenses
  • Perform straight through processing and automation
  • Leverage a full, multi-currency subledger

  • Accounts receivable aging and payment tracking

  • Enter, apply, and track payments and receivables in any currency
  • Automate payment loads
  • Compute FX gain/loss for invoices in non-native currency
  • Make pre-payments

  • Reconciliations

  • Compare current and prior period invoices
  • Review internal accruals against external invoices

  • Dynamic reporting and business intelligence

  • Work within an intuitive dashboard
  • Produce standard, ad hoc, and custom reports

  • Streamlined fee-billing management for every type of firm

  • Institutional asset management
  • Wealth management
  • Funds
  • Capital markets
  • Retirement recordkeepers

  • Broadridge Image Broadridge Image Broadridge Image Broadridge Image Broadridge Image
    Implementing Broadridge's fee billing management system has allowed us to efficiently handle complex fee calculations and improve cash flow management. The seamless integration with our existing systems and global capabilities has given us a competitive edge in expanding our investment management services.
    Asset management CFO

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