Broadridge Investment Accounting
Broadridge Investment Accounting is a web platform for public-sector treasuries and institutional investment organizations managing funds.
What Broadridge Investment Accounting is
Broadridge Investment Accounting is a web platform for public-sector treasuries and institutional investment organizations managing funds. It brings data management, accounting, and reporting together, with portfolio accounting, investment and cash management, collateral management, financial data management, and an investment general ledger. The platform supports local government investment pools, commingled funds, and short-term investment fund management. Its data operations include aggregation across asset classes, market and reference data management, and automated corporate actions, pricing, and security master processes. Compliance and risk capabilities accompany real-time business intelligence reporting and analytics. Workflow automation and straight-through processing cover front-, middle-, and back-office operations. Broadridge says experienced accountants can maintain an actionable book of record under industry standards and client-specific service-level agreements. The optional iPAS portal gives authorized participants access to balances, statements, confirmations, and cash transactions, with configurable controls for limits, approvals, transfers, payments, and permissions. Pricing is available on request; interested organizations can contact Broadridge for details.
Good
- Combines accounting, data management, and reporting.
- Supports LGIP, commingled, and short-term funds.
- Includes compliance and risk management capabilities.
- iPAS supports participant cash transactions and statements.
- Accounting support is available from experienced teams.
Watch out
- Pricing is available only on request.
- The iPAS portal is optional.
- Designed for institutional and public-sector investment organizations.
Who it suits
It is aimed at public finance organizations, including treasuries, retirement plans, and operating funds, as well as institutional investment organizations managing public funds. The optional iPAS portal is relevant to organizations that need participants to view account information and handle authorized cash transactions online.
Verdict
Broadridge Investment Accounting brings fund operations, accounting, risk controls, and reporting into one platform for institutional users. Pricing and product details require a direct inquiry, and participant portal access is an optional extension.
Plans and prices
From Broadridge Investment Accounting's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Broadridge Investment Accounting | Priced on request | Pricing not listed; contact Broadridge for information |
The facts
Each one read from Broadridge Investment Accounting's own pages, with the date it was checked.
What it does
- Access and reporting
- The platform lists secure multi-device access, an extensive report library, branded statements and flexible dashboards.checked 4 Oct 2026
- Accounting features
- Capabilities include portfolio accounting, investment and cash management, financial data management, collateral management and an investment general ledger.checked 4 Oct 2026
- Automation
- Advanced workflow automation and straight-through processing span back, middle, and front offices.checked 5 Oct 2026
- Compliance and analytics
- The solution includes compliance and risk management, real-time business intelligence reporting and analytics.checked 4 Oct 2026
- Core capabilities
- Capabilities include portfolio accounting, investment and cash management, financial data management, and an integrated investment general ledger.checked 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.checked 4 Oct 2026
- Fund operations
- The platform supports local government investment pools, commingled funds, and short-term investment fund management.checked 5 Oct 2026
- Integrated functions
- The platform integrates data management, accounting and reporting.checked 4 Oct 2026
- Intended customers
- Broadridge describes the solution for public-sector treasuries and institutional investment organizations managing public funds.checked 4 Oct 2026
- Investor portal
- The optional iPAS extension provides online access to balances, statements, confirmations and withdrawal requests.checked 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.checked 4 Oct 2026
- Portal features
- Authorized iPAS participants can deposit, withdraw, and transfer cash and view or print statements and transaction confirmations.checked 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.checked 4 Oct 2026
- Pricing availability
- The product brochure provides no price; it directs interested organizations to contact Broadridge for more information.checked 5 Oct 2026
- Product contact
- Broadridge directs inquiries about Investment Accounting to [email protected] or (856) 797-1200.checked 4 Oct 2026
- Purpose
- Broadridge Investment Accounting manages and administers institutional investment funds.checked 5 Oct 2026
- Reporting
- It provides real-time business intelligence reporting and analytics for investment organizations.checked 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.checked 5 Oct 2026
- Security
- The iPAS participant portal uses multiple layers of security and is fully integrated with Broadridge Investment Accounting in real time.checked 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.checked 5 Oct 2026
- Who it serves
- Broadridge describes the solution as serving public finance organizations, including treasuries, retirement plans, and operating funds.checked 5 Oct 2026
The company
- Founded
- 2007checked 28 Sep 2026
- Headquarters
- Lake Success, New York, United Stateschecked 28 Sep 2026
Where it runs
- Integrated platform
- The solution combines data management, accounting, and reporting on an end-to-end platform.checked 5 Oct 2026
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