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Investment Management Software
Broadridge Investment Accounting reviews and summary
Broadridge Investment Accounting delivers a comprehensive, independent investment book of record (IBOR) from a reliable financial services partner. The award-winning solution combines a global, multi-currency, multi-asset class real-time technology platform with professional accounting services. It provides complete, accurate, and timely information and data visualization to support critical functions like trading, compliance, and fiduciary oversight. By offering an auditable and accessible single source of truth for investment positions and transactions, it helps institutional investors and asset managers maintain precise records and meet rigorous reporting standards. This solution is intended for institutional asset managers, hedge funds, pension f...
Best for
This solution is intended for institutional asset managers, hedge funds, pension funds, insurance companies, and other large financial institutions that require a robust, outsourced or technology-enabled solution for maintaining their official investment book of record.
Starting price
Pricing not listed
Category
Investment Management Software
Vendor
Broadridge Financial Solutions
Key takeaways
Our verdict
Our verdict is that Broadridge Investment Accounting is a heavyweight, trusted solution in the IBOR space, offering the combination of sophisticated technology and expert services that large institutions need for accurate, compliant, and independent investment accounting.
Quick facts
Broadridge Investment Accounting at a glance
Starting price
Pricing not listed
Vendor
Broadridge Financial Solutions
Founded
2007
Location
United States
Category
Investment Management Software
Ratings
Broadridge Investment Accounting ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
Broadridge Investment Accounting pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses Broadridge Investment Accounting?
This solution is intended for institutional asset managers, hedge funds, pension funds, insurance companies, and other large financial institutions that require a robust, outsourced or technology-enabled solution for maintaining their official investment book of record.
Feature research
Broadridge Investment Accounting features
These are common features buyers compare in Investment Management Software. Product-specific availability should be confirmed with the vendor.
Accounting Integration
Native financial tracking or seamless connection with external accounting software.
Industry Benchmarking
Evaluate internal business metrics against industry standards and competitors.
Bonds & Stocks Tracking
Acquire and monitor both bonds and stocks within an investment portfolio.
Customer Relationship Administration
Organize and streamline communication and relationships with existing clients.
Stakeholder Portal
A secure online gateway for clients to view project details and data.
Futures Trading
Monitor and exchange contracts for future transactions of tangible goods at a predetermined price.
Regulatory Compliance Tracking
Monitor and report on regulatory data for both internal leadership and external regulatory bodies.
Data Migration Tools
Seamlessly transfer data and reports between the system and external file formats.
Investment Advisor Tools
Designed for use by financial advisors and professional money managers.
Investor & Trader Suite
Tailored features for retail investors and high-frequency day traders.
Asset Fund Administration
Administers the allocation and performance of assets held within various dedicated funds.
Predictive Modeling
Mapping out various outcomes through performance modeling, yield forecasting, and scenario analysis.
Pricing
Broadridge Investment Accounting pricing
Starting price
Pricing not listed
Visit Website
Pricing model: Per Feature
Pricing can change. Confirm current plans and terms with the vendor.
Compare
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Compare Broadridge Investment Accounting with other Investment Management Software tools that buyers often evaluate.
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Software reviews
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FAQ
Broadridge Investment Accounting FAQs
Broadridge Investment Accounting delivers a comprehensive, independent investment book of record (IBOR) from a reliable financial services partner. The award-winning solution combines a global, multi-currency, multi-asset class real-time technology platform with professional accounting services. It provides complete, accurate, and timely information and data visualization to support critical functions like trading, compliance, and fiduciary oversight. By offering an auditable and accessible single source of truth for investment positions and transactions, it helps institutional investors and asset managers maintain precise records and meet rigorous reporting standards.
This solution is intended for institutional asset managers, hedge funds, pension funds, insurance companies, and other large financial institutions that require a robust, outsourced or technology-enabled solution for maintaining their official investment book of record.
Pricing can change. Confirm current plans and terms with the vendor.
Broadridge Investment Accounting is listed in Investment Management Software.
Broadridge Investment Accounting is listed with Broadridge Financial Solutions as the vendor.
Buyers often compare Broadridge Investment Accounting with other Investment Management Software tools such as Foundersuite, StockMarketEye, AppFolio Investment Management, Social Security Timing. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for Broadridge Investment Accounting.
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