Public Market Solutions

Eliminate operational challenges and focus on generating alpha. Our unified platform combines automated execution, analytics, and risk management tools for the middle and back office.

Real-time portfolio monitoring and execution

Real-time monitoring and reporting
  • Track positions, exposures, P&L, and cash balances in real time
  • Facilitate timely decisions with up-to-the-minute data
  • Enhance operational transparency
Powerful investment book of record
  • Centralize activities across asset classes
  • Enhance transparency, efficiency, and agility
  • Eliminate data silos and improve collaboration
Advanced risk management tools
  • Evaluate and mitigate risks in real time
  • Run sophisticated analyses, value-at-risk (VaR) calculations, and more
  • Monitor portfolios according to custom criteria
Thorough compliance and reporting
  • Rectify potential regulatory issues using custom alerts and rules
  • 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 investment portfolio management system for monitoring, analyzing, and reporting across diverse portfolios.

Proactive risk reduction

Sophisticated tools perform scenario analysis, value-at-risk calculations, and sensitivity analysis to mitigate risks before they harm your portfolio.

More valuable views

Real-time insights on positions, exposures, transactions, and more support informed decisions and enhanced collaboration.

Seamless connections to third parties

Timely data from multiple sources in one accessible place facilitates more reliable performance and risk assessments.

Strong compliance confidence

Real-time alerts, customizable rules, and advanced tracking and reporting features empower you to maintain compliance, even as regulations change.

Higher client satisfaction

Automated reporting and reconciliation features make it easy to deliver timely communications and maintain client trust.

Allocation optimization

Dynamic adjustments optimize portfolio alignment according to market conditions and strategic objectives.

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Established middle and back-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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