Broadridge Upgrades Multi-asset Portfolio and Trade Order Management Platform
Broadridge Financial Solutions (NYSE: BR) has announced major enhancements to its multi-asset portfolio and trade order management platform. The update introduces fully integrated general ledger functionality and a redesigned user interface.
Unified Investment Management Solution
The enhancements support Broadridge’s strategy to deliver a unified, front-to-back investment management platform. It will improve operational efficiency, strengthen fiduciary oversight, and enable faster, more informed decision-making for buyside firms.
Integrated General Ledger Capabilities
Now, the platform includes embedded general ledger functionality within the portfolio management system. Key features include fund-level general ledger support, automated posting of accounting entries for all investment activity, tools for period adjustments, structured period-close workflows, and out-of-the-box financial statements. This setup creates a comprehensive shadow book of record. It lets firms improve month-end close accuracy and efficiency, and compare results directly against official fund administrator books and records.
Support for Transparency and Scalability
The integrated general ledger addresses growing demands for transparency, automation, and regulatory compliance. The architecture enhances fiduciary controls, improves data accuracy, and supports long-term scalability with future global compatibility.
Redesigned User Interface for Portfolio Managers and Traders
Broadridge has launched a redesigned user interface with accounting enhancements. The new UI provides a modern and consolidated workspace. It brings portfolio management, risk management, analytics, and reporting into a single experience. The UI reduces the need to move across multiple screens. Thus, streamlines workflows and supports quicker, more informed decision-making for investment teams.
About Broadridge
Broadridge Financial Solutions provides technology and communication solutions for the financial services industry. It contributes to investor communication, proxy voting, and post-trade processing. Also, the company supports banks, brokers, and asset managers with tools that power capital markets and wealth management processes.
Summing Up
These enhancements strengthen Broadridge’s push toward a unified investment management platform. Integrated accounting and a modern UI address efficiency, transparency, and control demands. The update prepares the platform for scalable, multi-asset operations across buyside firms.
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