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Broadridge Reconciliation

Transforming the Reconciliation Process

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Overview

Broadridge Reconciliation is a solution designed to help financial services firms automate and streamline their reconciliation and matching processes. The solution is part of Broadridge's broader suite of offerings for the capital markets and wealth management industries. It is a highly scalable and configurable platform that can handle a wide range of reconciliation types, from simple cash and securities reconciliations to more complex derivatives and intersystem reconciliations.

✨ Key Features

  • Cash and Securities Reconciliation
  • Derivatives Reconciliation
  • Intersystem Reconciliation
  • Exception Management and Workflow
  • Reporting and Analytics
  • SWIFT-certified

🎯 Key Differentiators

  • Deep expertise in the financial services industry
  • Broad suite of solutions for capital markets and wealth management
  • Global presence and scale

Unique Value: Provides a highly scalable and configurable reconciliation and matching solution that is specifically designed for the needs of financial services firms.

🎯 Use Cases (4)

Reconciling cash and securities positions Matching and confirming derivatives trades Reconciling data between different internal and external systems Managing and resolving exceptions in a timely manner

✅ Best For

  • Securities Reconciliation
  • Derivatives Reconciliation
  • Intersystem Reconciliation

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Non-financial services firms with simple reconciliation needs

🏆 Alternatives

SmartStream Duco AutoRek

Offers a more specialized and industry-specific solution than generic reconciliation tools, and a more comprehensive suite of offerings than many point solution providers.

💻 Platforms

Web On-premise

🔌 Integrations

Various trading and back-office systems

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Available tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 Type 2 ✓ SOC 2 Type 2 ✓ ISO/IEC 27001

💰 Pricing

Contact for pricing

Free tier: NA

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