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Broadridge Investment Accounting
What Broadridge Investment Accounting is
Broadridge Investment Accounting is a web platform for administering institutional investment funds and supporting investment management and fiduciary responsibilities. It brings data management, accounting, and reporting together, with portfolio accounting, investment and cash management, financial data management, collateral management, and an investment general ledger. The platform supports local government investment pools, commingled funds, and short-term investment fund management. Compliance and risk management accompany real-time business intelligence reporting and analytics. Data operations include aggregation across asset classes, market and reference data management, and automated corporate actions, pricing, and security master processes. Workflow automation and straight-through processing span front, middle, and back offices. Broadridge says its accounting teams can maintain an actionable book of record under industry standards and client-specific service-level agreements. Optional iPAS gives authorized participants online access to balances, statements, confirmations, and cash deposits, withdrawals, and transfers, with configurable controls. Broadridge describes the product for public-sector treasuries and institutional investment organizations managing public funds. Pricing is available on request.
Who it suits
It is aimed at public-sector treasuries and institutional investment organizations managing public funds, including retirement plans and operating funds. The optional iPAS portal serves authorized participants who need online balance and transaction access.
What it does well
- Combines investment data management, accounting, and reporting.
- Supports LGIP, commingled, and short-term investment funds.
- Includes real-time business intelligence reporting and analytics.
- Optional iPAS supports cash transactions and statements.
What to know first
- Pricing is available only on request.
- The listed platform is web-based.
- iPAS is an optional extension.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Broadridge Investment Accounting | Pricing not listed; contact Broadridge for information | On request |
As broadridge.com lists them, read 5 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Broadridge website.
- Contact Broadridge about Investment Accounting at [email protected] or (856) 797-1200.
- Request pricing and discuss the platform and professional services for your organization.
- Ask about adding the optional iPAS participant portal.
Verdict
Broadridge Investment Accounting combines fund operations, accounting, data management, and reporting for institutional organizations. Interested organizations need to contact Broadridge for pricing details.
Questions
How much does Broadridge Investment Accounting cost?
Pricing is available on request. Broadridge directs interested organizations to contact it for more information.
What platforms does it support?
The platform is listed for web access.
Who is the product designed for?
Broadridge describes it for public-sector treasuries and institutional investment organizations managing public funds, including retirement plans and operating funds.
Does it include an investor portal?
The optional iPAS extension provides authorized participants with balances, statements and confirmations, and supports cash deposits, withdrawals and transfers.
What accounting and fund operations does it support?
Capabilities include portfolio accounting, investment and cash management, collateral and financial data management, and an investment general ledger. It supports local government investment pools, commingled funds and short-term investment funds.
How can an organization contact Broadridge?
Broadridge lists [email protected] and (856) 797-1200 for Investment Accounting inquiries.
Facts from Broadridge Investment Accounting's own pages
- Access and reporting
- The platform lists secure multi-device access, an extensive report library, branded statements and flexible dashboards. · broadridge.com, 4 Oct 2026
- Accounting features
- Capabilities include portfolio accounting, investment and cash management, financial data management, collateral management and an investment general ledger. · broadridge.com, 4 Oct 2026
- Automation
- Advanced workflow automation and straight-through processing span back, middle, and front offices. · broadridge.com, 5 Oct 2026
- Compliance and analytics
- The solution includes compliance and risk management, real-time business intelligence reporting and analytics. · broadridge.com, 4 Oct 2026
- Core capabilities
- Capabilities include portfolio accounting, investment and cash management, financial data management, and an integrated investment general ledger. · broadridge.com, 5 Oct 2026
- Data management
- The investment operations platform describes aggregation across asset classes, market and reference data management, and automated corporate actions, pricing and security master. · broadridge.com, 4 Oct 2026
- Founded
- 2007 · broadridge.com, 28 Sept 2026
- Fund operations
- The platform supports local government investment pools, commingled funds, and short-term investment fund management. · broadridge.com, 5 Oct 2026
- Headquarters
- Lake Success, New York, United States · broadridge.com, 28 Sept 2026
- Integrated functions
- The platform integrates data management, accounting and reporting. · broadridge.com, 4 Oct 2026
- Integrated platform
- The solution combines data management, accounting, and reporting on an end-to-end platform. · broadridge.com, 5 Oct 2026
- Intended customers
- Broadridge describes the solution for public-sector treasuries and institutional investment organizations managing public funds. · broadridge.com, 4 Oct 2026
- Investor portal
- The optional iPAS extension provides online access to balances, statements, confirmations and withdrawal requests. · broadridge.com, 4 Oct 2026
- Managed accounting support
- Broadridge says certified, experienced accountants can maintain an actionable book of record under industry standards and client-specific service-level agreements. · broadridge.com, 4 Oct 2026
- Portal features
- Authorized iPAS participants can deposit, withdraw, and transfer cash and view or print statements and transaction confirmations. · broadridge.com, 5 Oct 2026
- 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. · broadridge.com, 4 Oct 2026
- Pricing availability
- The product brochure provides no price; it directs interested organizations to contact Broadridge for more information. · broadridge.com, 5 Oct 2026
- Product contact
- Broadridge directs inquiries about Investment Accounting to [email protected] or (856) 797-1200. · broadridge.com, 4 Oct 2026
- Purpose
- Broadridge Investment Accounting manages and administers institutional investment funds. · broadridge.com, 5 Oct 2026
- Reporting
- It provides real-time business intelligence reporting and analytics for investment organizations. · broadridge.com, 5 Oct 2026
- Risk and compliance
- The solution includes compliance and risk management capabilities and controls designed to help clients pass financial and operational audits. · broadridge.com, 5 Oct 2026
- Security
- The iPAS participant portal uses multiple layers of security and is fully integrated with Broadridge Investment Accounting in real time. · broadridge.com, 5 Oct 2026
- Services and support
- The platform is supported by experienced accounting and support teams, with professional services described as part of its delivery model. · broadridge.com, 5 Oct 2026
- Who it serves
- Broadridge describes the solution as serving public finance organizations, including treasuries, retirement plans, and operating funds. · broadridge.com, 5 Oct 2026
Where Broadridge Investment Accounting stands on Freedom251
- Investment Accounting Software#14 of 30