A single platform for portfolio, order and risk management

Portfolio Master combines order management, portfolio management and risk management in a single application, enabling fund managers to streamline their operations and reduce complexity in their mid-back office.

Manage the full life-cycle of a trade in a single application Broadridge's multi-asset portfolio and order management solution offers an integrated approach to modeling and executing trades and tracking portfolios in real-time, supporting firms' compliance and operations.

• All Asset Classes
• Complete Electronic Trading
• Real-Time Positions and P&L
• Post-Trade Processing
• Specific Asset Class Solutions
• Integrated Compliance Tools

Features

• Order Management: Efficient handling of trade orders.
• Portfolio Analysis: Detailed insights into portfolio performance.
• Compliance: Ensures regulatory adherence.
• Integration: Seamlessly integrates with existing systems.
• Automation: Automates portfolio management processes.