Broadridge Investment Accounting

6.3easy start · #12of 30
in Investment Accounting Software

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Runs on Web.

Broadridge Investment Accounting is ranked #12 of 30 in investment accounting software on The Geeks Club. It runs on Web.

Broadridge Investment Accounting plans and pricing

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Broadridge Investment Accounting Pricing not listed; contact Broadridge for information broadridge.com · 5 Oct 2026

Compared on investment accounting software

Asset coverage: public
Performance reporting: Yes
Investor reporting: Yes

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The record

Purpose: Broadridge Investment Accounting manages and administers institutional investment funds, supporting investment management and fiduciary responsibilities.
Integrated functions: The platform integrates data management, accounting and reporting.
Accounting features: Capabilities include portfolio accounting, investment and cash management, financial data management, collateral management and an investment general ledger.
Fund operations: It supports LGIP and commingled fund operations as well as short-term investment fund management.
Compliance and analytics: The solution includes compliance and risk management, real-time business intelligence reporting and analytics.
Data management: The investment operations platform describes aggregation across asset classes, market and reference data management, and automated corporate actions, pricing and security master.
Access and reporting: The platform lists secure multi-device access, an extensive report library, branded statements and flexible dashboards.
Managed accounting support: Broadridge says certified, experienced accountants can maintain an actionable book of record under industry standards and client-specific service-level agreements.
Investor portal: The optional iPAS extension provides online access to balances, statements, confirmations and withdrawal requests.
Portal security and controls: iPAS uses rules-based configuration and security controls for investment balance limits, transaction limits and approvals, transfers, payment authorizations, and user permissions.
Intended customers: Broadridge describes the solution for public-sector treasuries and institutional investment organizations managing public funds.
Product contact: Broadridge directs inquiries about Investment Accounting to [email protected] or (856) 797-1200.
Integrated platform: The solution combines data management, accounting, and reporting on an end-to-end platform.
Core capabilities: Capabilities include portfolio accounting, investment and cash management, financial data management, and an integrated investment general ledger.

Where it ranks on The Geeks Club

Best Investment Accounting Software in 2026#12 of 30

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Sources

broadridge.com/_assets/pdf/broadridge-learn-about-our-· checked 4 Oct 2026
broadridge.com/_assets/pdf/broadridge-investment-opera· checked 4 Oct 2026
broadridge.com/_assets/pdf/broadridge-about-broadridge· checked 4 Oct 2026
broadridge.com/insights/overcoming-operational-hurdles· checked 5 Oct 2026
broadridge.com· checked 28 Sept 2026