Broadridge Investment Management Solutions Unveils New Mobile, Web-Based Reporting Tool
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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.