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Purpose-built technology to streamline important activities, including portfolio management, research, origination, trading and compliance. Create optimum investment workflow efficiencies for portfolio managers, investment analysts, risk professionals, and operations teams

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Core product

Broadridge financial technology suite

Use cases

Proxy services, trading, reporting, compliance

Functional categories (vendor-stated)

Financial InfrastructureInvestor CommunicationsTradingGovernance

Integrations

Enterprise Integrations Across TradingReportingand Governance Systems

Workflow stages

Front OfficeMiddle OfficeBack Office

Portfolio focus

Private equity, private credit, hedge funds, mutual funds, wealth management, institutional multi‑asset portfolios