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Broadridge Investment Management Solutions Unveils New Mobile, Web-Based Reporting Tool

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15 July 2014
United States

 Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of technology-driven solutions for financial firms and corporate issuers globally, today expanded its set of dynamic, cutting-edge solutions for the buy side with the launch of Report Manager.

A consolidated, web- and mobile-based reporting solution, Report Manager delivers access to information on portfolio activity, holdings, fund profitability, market exposure, risk, performance and operational indicators such as numbers of reconciliation breaks. The tool is designed to be intuitive and user-friendly, allowing portfolio managers and their fund administrators to create dashboards showing key portfolio data in a single view.  Dashboards are made up of customizable ‘widgets’ that include eye-catching, interactive charts and data grids, with full drill-down capabilities.

“The market is calling for mobile access to key data as well as for greater transparency in general, and Report Manager is perfect for both,” said Bennett Egeth, President, Broadridge Investment Management Solutions. “The ways in which our clients access their data have changed. We’ve always focused on providing the best and most secure tools to our clients, and now they can view portfolio data from the desktop, on a tablet, or on a smartphone.”

Report Manager is underpinned by Broadridge’s market-leading technology platform, which delivers secure deployment over the Internet or via Citrix. It has been seamlessly integrated with Broadridge’s Analytics Master and is also capable of being integrated with other data sources. Report Manager  further complements Broadridge Investment Management Solutions’ existing suite of products, which provide investment managers, global banks, broker-dealers and fund administrators with comprehensive solutions for investment management, reference data and risk technology including enterprise-wide order, portfolio and risk management.

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