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About Broadridge

Fund Partner Reporting

On-demand DCIO fund partner reporting for greater accuracy and efficiency

Reduce the time, effort and risk required to collect and report mutual fund trade and transaction data to fund partners. Broadridge's self-service portal automates reporting and offers insights to help you gain efficiencies and improve partner relationships.

Simplified fund partner reporting

Simply and securely access reports and intelligence for internal business managers, fund partners, TPAs and other intermediaries with our self-service portal.

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Data Analytics
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Market Intelligence
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Ongoing Customer
Support
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Trading Partner Reports
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Third-Party Data Collection
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Match Trades

Transparency in fund reporting.

DOL Fiduciary Solutions

Validate your investment recommendations

DOL Customer Communications

Validate your investment recommendations

DOL Compliance Management

Don't just comply, differentiate your firm

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Other solutions we offer : Opportunity Hunter for Retirement

See how Broadridge reporting and data insights can help you identify the right partners and make your operations more efficient.

How We Can Help

Transparency in fund reporting

$10T
Fund and ETF assets included in our insights.
70%
Reduction in duplicate records at the fund level.
80K
Funds tracked globally.

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