Broadridge Investment Management Solutions

A Best of Suite platform to support the portfolio management, compliance and investment operations needs of the institutional and alternative investment managers. 

Broadridge’s Investment Management Solutions offers an integrated front, middle- and back-office platform, to hedge funds, asset managers, fund administrators and prime brokers. Over 250 global clients leverage the Broadridge Investment Management platform to manage their business.  Our modular solutions include order management, portfolio management, reference data management, data warehouse, reconciliation and custom reporting. Our technology is part of a flexible architecture that enables firms to use the full platform of products or to select individual products and integrate them within an existing infrastructure. The solutions can be delivered as a local install or as a fully managed ASP offering.

Solution Summary:

  • Portfolio Management: Portfolio Master offers full asset class portfolio management platform with integrated risk management and portfolio rebalancing capabilities
  • Trading & Order Management: Powerful trading tools with integrated market data and FIX connectivity to more than 400 destinations
  • Compliance: Integrated pre and post-trade portfolio compliance with real-time alerts and full audit capabilities
  • Data Warehouse: Consolidated trade, transaction, portfolio, and third-party or proprietary data sources to support integration with third-party applications
  • Risk Management: Risk Master enables firms to effectively manage, monitor and report on market and credit risk exposures for an entire range of portfolios and across virtually every asset class
  • Reporting: Web-based, mobile-enabled dashboard offering a consolidated reporting tool that supports both portal access and presentation ready reporting
  • Price MasterCentralized price data from market data providers, 3rd party or proprietary data sources to support enterprise management of pricing data
  • Security MasterCentralized reference data from market data providers, 3rd party or proprietary data sources to support enterprise management of pricing data

Key Benefits:

  • A single extensible platform that integrates portfolio management & trading with operations.
  • Modular design to allow clients to use individual functionality separately as best of breed solutions. 
  • All solutions can be deployed on-site or hosted by Broadridge. Additionally, Broadridge’s Managed Data Services offers a flexible solution that provides technology, infrastructure, and managed services.

Markets Served:

  • Hedge Fund
  • Wealth Managers
  • Institutional Asset Managers
  • Fund Administrators


FastStart is a bundled business solution for small and start-up managers that combines mission-critical trading, portfolio and risk management applications with market data, operational support, and IT infrastructure, all within a single application.

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PMS, OMS, Portfolio Management, Order Management, Trading, Risk, Reporting, EMS, FIX, Investment Management, Wealth Management, Portfolio Master, Data