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POWER YOUR ENTERPRISE. EMPOWER YOUR ADVISORS.

Today’s modern enterprise is inundated with data, yet firms struggle to gain a holistic, consolidated view. Broadridge understands. Building on our Investigo legacy of clean data, comprehensive sourcing and actionable insights, Broadridge Data Aggregation and Financial Reporting is the only solution to offer you a true competitive advantage.

 

GAIN A COMPLETE, 360° VIEW OF EVERY CLIENT

We combine actionable data, historical and direct data feeds, with third-party sourcing to give you visibility into every asset type, including held-away information. Our team carefully cleans and reconciles your data to over 99.9% accuracy, maximizing reliability across your internal systems and within financial reports. Now everyone from client-facing advisors to back-office personnel can see positions, transactions, spending, debts and more—all from a single source.

 

BENEFIT ENTERPRISE-WIDE

Specifically designed for enterprise-wide implementation, our systems ensure that the same, consistent data underpins all client and compliance interactions. Now you can support both front- and back-office operations with our golden source of data, confident that everyone has access to complete and current information.

 

EASY TO INTEGRATE, EASY TO USE

Delivered when and where you need it, via desktop, the Investigo Data Model, API and reporting modules, Broadridge Data Aggregation and Financial Reporting seamlessly integrates with any platform. You can structure client portfolios and households with ease. Intuitive dashboards and portfolio management tools facilitate analysis, improve performance and help identify opportunities for growth.

 

FEATURES

• Industry-leading data aggregation, reporting and practice management solution.

• Reconciles, normalizes, aggregates and cleanses data to 99.9% accuracy.

• Enterprise Data Warehouse consolidates disparate data into a central repository for easy access.

• Flexible display and presentation options deliver actionable insights to improve decision-making.

• Includes over 4,500 custodial interfaces and robust third-party integrations.

• Backed by 20-year experience in enterprise-wide data management for broker-dealers and advisors.

 

CHOOSE BROADRIDGE

Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, provides communications, technology, data and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.
 

Broadridge.com

For more information on Brodridge, please visit Broadridge.com