Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge

Fund Partner Reporting

On-demand DCIO fund partner reporting for greater accuracy and efficiency

Reduce the time, effort and risk required to collect and report mutual fund trade and transaction data to fund partners. Broadridge's self-service portal automates reporting and offers insights to help you gain efficiencies and improve partner relationships.

Simplified fund partner reporting

Simply and securely access reports and intelligence for internal business managers, fund partners, TPAs and other intermediaries with our self-service portal.

icon product feature
Data Analytics
icon product feature
Market Intelligence
icon product feature
Ongoing Customer
Support
icon product feature
Trading Partner Reports
icon product feature
Third-Party Data Collection
icon product feature
Match Trades
Video

Other solutions we offer: Opportunity Hunter for Retirement

See how Broadridge reporting and data insights can help you identify the right partners and make your operations more efficient.

How We Can Help

Transparency in fund reporting

$10T
Fund and ETF assets included in our insights.
70%
Reduction in duplicate records at the fund level.
80K
Funds tracked globally.

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.