Broadridge Launches Web-Based Reporting Tool

Mobile devices in cup

Lance Gardiner, product manager at Broadridge, tells Buy-Side Technology that prior to Report Manager users had to go about creating individual reports from different data sources, such as exposures and P&L, and viewed these items one at a time.

Through Report Manager, they can now view data sets around portfolio activity, holdings, P&L, exposure, risk, performance and other operational indictors through an app that consolidates that information. The information is presented via dashboards with