Increase accuracy and efficiency with automated fund trading

Stay compliant and optimize trade processing with Broadridge's specialized trading platform for retirement services providers. Reduce trade errors, improve back-office efficiency and increase transparency between your wealth management firm and its intermediaries.

Straight through processing of mutual funds Our complete platform automates fund trading, reconciliation and dividend and income processing for improved accuracy, greater efficiency and reduced cost.

• Straight Through Processing
• Automated Fund Trading and Clearing
• Trust Accounting Integration
• Up-to-Date Funds Menu
• Current and Late-Day Processing

Features

• Automated Trade Processing: Reduces manual errors and speeds up transactions.
• Regulatory Compliance: Adheres to global regulatory standards.
• Data Integration: Consolidates data from multiple sources for comprehensive insights.
• Real-time Monitoring: Tracks transactions in real-time for accuracy and transparency.
• Customizable Reports: Allows for tailored reporting to meet specific needs.