Broadridge Expands Capabilities for Alternative Investment Managers
Broadridge Financial Solutions, a global fintech leader, today announced a major upgrade to its multi-asset portfolio and trade order management platform. Aimed at alternative investment managers, the enhancements focus on fully integrating general ledger (GL) capabilities and delivering a redesigned user interface that improves usability, transparency, and operational efficiency across complex investment workflows.
Unifying General Ledger with Investment Operations
The new GL capabilities enable seamless reconciliation between portfolio accounting and the fund’s general ledger, a critical need for managers overseeing multi-asset strategies. By aligning back-office accounting with front-office portfolio and trade workflows, the platform reduces manual data entry, minimizes reconciliation exceptions, and accelerates monthly closes. The integration supports diverse fund structures—limited partnerships, hedge funds, private equity vehicles, and managed accounts—while maintaining traceability and audit readiness for regulatory reporting.
Why GL Integration Matters
Alternative investments often involve complex waterfall structures, hurdle rates, and fee allocations that must reconcile across multiple ledgers. The enhanced GL module provides configurable mappings, automated entries, and real-time data synchronization, enabling managers to generate accurate financial statements without relying on disparate systems. The result is improved accuracy, faster fund reporting, and stronger investor transparency.
Redesigned User Interface for Faster, More Intuitive Workflows
The platform’s user interface has been redesigned to deliver a more intuitive, efficient experience for portfolio managers, traders, and operations teams. Key improvements include streamlined navigation, context-aware dashboards, and enhanced data visualization for multi-asset portfolios. Users can access critical risk metrics, exposure concentrations, and valuation data at a glance, with the ability to drill down into individual positions and trades as needed.
Enhanced Productivity and Collaboration
Beyond aesthetics, the new UI emphasizes productivity. Customizable workspaces, role-based access controls, and improved search and filtering enable teams to focus on high-impact tasks. Collaboration features, including comment threads on trade workflows and centralized notes, help ensure alignment across front-, middle-, and back-office functions. This cohesive experience reduces handoffs, speeds decision-making, and supports more timely regulatory and internal reporting.
A Multi-Asset, Scalable, Cloud-First Platform
Designed to support institutional managers operating across equities, fixed income, derivatives, and alternative strategies, the upgraded platform emphasizes scalability, resilience, and security. A cloud-first approach helps organizations manage growing data volumes, complex portfolios, and evolving compliance requirements while maintaining strong data protection and audit trails.
What This Means for Alternative Investment Managers
For managers seeking efficiency gains and greater control over their investment operations, the GL-enabled, redesigned platform offers a unified solution that bridges accounting, risk management, trade execution, and reporting. The enhancements enable faster onboarding of new funds, easier customization for unique fee structures, and improved investor reporting that aligns with modern expectations for transparency and accessibility.
About Broadridge and Availability
Broadridge continues to invest in next-generation portfolio and trade order management technology to help investment managers optimize performance, reduce operational risk, and meet evolving regulatory standards. The new capabilities are available to existing clients and can be deployed as part of the ongoing modernization of their investment platforms.
