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Reconciliation

Transform your reconciliations process with our multi-asset solution

Gain a new level of operational efficiency while reducing risk and costs with our reconciliation and confirmation matching solution for mutual funds and ETF providers. Tap into our multi-asset technology to reconcile transactions and balances and process exceptions, helping to enhance and simplify portfolio management across your firm.

Reduce risk and improve business control and transparency

Take advantage of real-time monitoring and alerts, early detection of anomalies and reduced exposure to inaccurate information while improving operational oversight and transparency across assets.

Business Activity Monitoring

Real-Time Exception Alerts

Unified, Business-Wide View

Self-Learning Capabilities

Intraday Updates & Reporting

Global Support

Choose from multiple deployment options

Our Reconciliation solution is deployable onsite, as a SaaS or as a fully managed operations and technology service. No matter which you prefer, Broadridge delivers a single-supplier approach.

Learn More About Broadridge Reconciliation

Reconciliation

Leading SWIFT-accredited solution

Industry-leading reconciliation solution that is extensively proven to help firms improve control through dynamic business activity monitoring and real-time views across the operation
Gain enterprise-wide status and performance information delivered through advanced dashboards and with full tracking for operational management and risk

Confirmation Matching

Match confirmations automatically

Our confirmation matching solution automates the trade confirmation process with unbeatable match rates from the earliest point in the pre-settlement cycle
Take full advantage of our powerful matching technology that provides true three-way, real-time matching for counterparty, customer and broker confirmations. Our confirmation matching also includes intelligent features such as self-learning matching rules to minimize manual effort
Migrating from Accord? Broadridge can help

See product specifications

How We Can Help

Tap decades of industry expertise

Years experience developing financial technology solutions.

98%

Client revenue retention rate.

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Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

22c-2 Compliance

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

Enhanced Proxy Design

Fact Sheets

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Global Market Intelligence

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Market Analytics

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics

22c-2 Compliance

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

Enhanced Proxy Design

Let’s talk about
what’s next for you