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+1 800 353 0103	North America
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+1 800 353 0103	Amérique du Nord
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Data Management, Analytics and Reporting

Comprehensive, accurate information and actionable insight

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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 to support your wealth management business.

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, broker and fund administration data for wealth managers.

How We Can Help

Gain a consolidated view of your firm's information

Years in a row named HedgeWeek's “Best Data Visualization Provider.”

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what’s next for you

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

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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