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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline cash management by offering immediate insights into cash flows and global financial positions. Our platform empowers cash managers to enhance operational efficiency while minimizing risks and costs associated with manual cash processes amid increasing transaction volumes. Improve cash flow and capital utilization through real-time aggregation and visibility of cash activities across all business divisions. Effectively manage risks and credit exposure by pinpointing and prioritizing obligations alongside the timing of cash outflows. Discover how Broadridge's comprehensive technology solutions can help your asset management firm save both time and resources, allowing you to concentrate on client relationships instead of management systems. Additionally, Revport delivers an all-encompassing perspective on fee and billing cycles, granting you heightened oversight over reconciliations, fund budgeting, expenses, and facilitating data-driven forecasting for improved decision-making. With these advanced tools, your organization will be well-equipped to handle the complexities of modern financial operations efficiently.

Description

Asset managers require deep insights to successfully navigate the ever-evolving market and regulatory landscape. By utilizing Broadridge's comprehensive fund and ETF data for both retail and institutional third-party distribution channels, Market Analytics provides an unmatched perspective on industry flows. This enables firms to make well-informed choices regarding product development, ultimately enhancing marketing and sales performance. Broadridge serves as a unified resource for investigating and comprehending market trends and opportunities. Gain a clear understanding of the competitive environment surrounding funds and ETFs, and acquire a business-centric perspective on assets and net flows in relation to your direct rivals. Our team of representatives and specialists is prepared to offer the solutions necessary for your business's advancement. Witness how Broadridge's data-driven technological solutions can substantially influence your profitability through improved operational efficiency and enhanced insights. Furthermore, the trends in industry fund and ETF flows not only provide valuable insights but also assist in pinpointing potential new business opportunities. By staying informed, asset managers can position themselves strategically for future growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Canton Yes 
SatuitCRM Yes 

Integrations

Canton No 
SatuitCRM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Broadridge Financial Solutions

Founded

2007

Country

United States

Website

www.broadridge.com/financial-services/asset-management/institutional-investors/drive-profitability-with-automated-revenue-and-expense-management/revenue-management-and-fee-billing

Vendor Details

Company Name

Broadridge

Country

United States

Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/access-unique-distribution-insights/market-analytics

Product Features

Treasury

Cash Management Yes 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting No 
Liquidity Management Yes 
Payment Management Yes 
Risk Management Yes 

Product Features

Alternatives

Alternatives

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