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Data Management, Analytics and Reporting

On-Demand access to complete and accurate financial information

Power your critical investment management processes with accurate data. Our dashboards and flexible reporting tools provide real-time insight into investment operations for retirement services providers.

Transform your data into actionable information and insight

Our award-winning data management and visualization solutions consolidate, reconcile, store and deliver information where, when and how it's needed.

Complete Data Aggregation

Market, Custodial and Third-Party Data

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Accounting System Integration

Reconciliation of Daily Positions

Open-Architecture Data Warehouse

Web-Based Reporting and Dashboards

Efficient and reliable data management and reporting

Managed services and technology enable automated aggregation, reconciliation and storage of portfolio, performance and a wide range of other data.

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Future of Operations: Simplifying Operations With Data

Performance Reporting

Complete Performance Reporting and Absolute Attribution Analysis.

Product

Analytics Master

Press Release

Broadridge Acquires Paladyne Systems

The acquisition of Paladyne significantly expands Broadridge's solutions, including mission-critical applications for asset managers that allow them to streamline and manage their business effectively.

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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