Broadridge Upgrades Platform With New General Ledger

Broadridge upgrades investment platform with integrated general ledger and redesigned interface

New York / London: Broadridge Financial Solutions has announced major enhancements to its multi-asset portfolio and trade order management platform, introducing fully integrated general ledger functionality alongside a redesigned user interface. The upgrades are aimed at helping alternative investment managers streamline operations, improve financial oversight and reduce reliance on fragmented technology systems.

The company said the changes are part of its broader strategy to deliver a unified, front-to-back investment management platform that supports more efficient decision-making and stronger fiduciary controls across the buy-side ecosystem.

General ledger embedded directly into investment workflows

The newly introduced general ledger capability embeds period accounting and financial statement reporting directly within Broadridge’s investment platform. At the fund level, the system automatically posts accounting entries for all investment activity, supports period adjustments and provides structured workflows for month-end and period close.

According to Broadridge, the platform also generates out-of-the-box financial statements and creates a comprehensive shadow book of record. This allows investment managers to reconcile activity efficiently against official fund administrator records, reducing operational friction and improving accuracy during close cycles.

The company said the architecture is designed to scale globally and support evolving regulatory and reporting requirements, particularly as asset managers face increasing expectations around transparency and data integrity.

Focus on stronger controls and operational stability

Broadridge said the integrated accounting layer helps strengthen fiduciary oversight by improving consistency between trading activity, portfolio data and financial records. As regulatory scrutiny and operational complexity increase across alternative investments, tighter integration between investment and accounting systems has become a priority for many firms.

Industry observers note that such capabilities are increasingly important for asset managers seeking to reduce manual processes and improve audit readiness. Disciplined financial record-keeping - conceptually similar to structured bookkeeping services in india - plays a central role in ensuring accuracy, traceability and governance across complex investment structures.

Redesigned interface aims to simplify decision-making

Alongside the accounting enhancements, Broadridge has rolled out a redesigned user interface that consolidates portfolio management, trading, risk, analytics and reporting into a single workspace. The new UI is intended to reduce screen switching and improve workflow efficiency for portfolio managers and traders.

The company said the interface emphasises intuitive navigation and faster access to critical information, enabling users to respond more quickly to market conditions while maintaining operational control.

Platform positioned for next phase of asset management

Broadridge’s multi-asset platform is widely used by asset managers, hedge funds and asset owners to manage diverse portfolios across asset classes. The company said the latest enhancements reflect growing demand for platforms that unify front-office and back-office functions, rather than relying on disconnected systems.

As alternative investment strategies expand and operational requirements grow more complex, firms are increasingly prioritising platforms that combine trading, portfolio management and accounting within a single, scalable environment.

Broadridge said it will continue investing in platform development to support the evolving needs of global investment managers.