List of Broadridge Performance and Attribution Customers
Lake Success, 11042, NY,
United States
Since 2010, our global team of researchers has been studying Broadridge Performance and Attribution customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Broadridge Performance and Attribution for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Broadridge Performance and Attribution for Portfolio and Investment Performance and Planning include: Edward Jones, a United States based Banking and Financial Services organisation with 55000 employees and revenues of $16.30 billion, RBC Wealth Management United States, a United States based Banking and Financial Services organisation with 8000 employees and revenues of $6.08 billion, Wedbush Securities, a United States based Banking and Financial Services organisation with 900 employees and revenues of $250.0 million and many others.
Contact us if you need a completed and verified list of companies using Broadridge Performance and Attribution, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Broadridge Performance and Attribution customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Edward Jones | Banking and Financial Services | 55000 | $16.3B | United States | Broadridge | Broadridge Performance and Attribution | Portfolio and Investment Performance and Planning | 2010 | n/a | In 2010, Edward Jones implemented Broadridge Performance and Attribution through a company-wide deployment of Broadridge's Aspire Performance Reporting. The rollout delivered consolidated performance reporting across the firm, providing reports to more than 12,000 financial advisors and nearly 7 million retail clients within the United States wealth management organization. The Broadridge Performance and Attribution implementation focused on core capabilities associated with Portfolio and Investment Performance and Planning, including consolidated account performance, attribution analytics, standardized client reporting templates, and advisor dashboards. Aspire Performance Reporting was configured to produce firm-level aggregated views and client-facing statements, aligning reporting outputs with investment operations and advisor services workflows. Operational coverage was centered on wealth management, investment operations, and advisor services, implemented as a centralized, company-wide reporting platform. The deployment emphasized consistent data feeds and standardized report generation for advisor readiness and client transparency, supporting ongoing production of performance and attribution deliverables across the firm. Governance and rollout details emphasized standardized reporting templates and centralized report distribution to advisors, which improved advisor readiness and client transparency as stated in the vendor announcement. Broadridge Performance and Attribution, delivered via Aspire Performance Reporting, provided the primary performance reporting capability for Edward Jones within the Portfolio and Investment Performance and Planning category. | |
 |
RBC Wealth Management United States | Banking and Financial Services | 8000 | $6.1B | United States | Broadridge | Broadridge Performance and Attribution | Portfolio and Investment Performance and Planning | 2021 | n/a | In 2021, RBC Wealth Management United States implemented Broadridge Performance and Attribution as part of its adoption of the Broadridge Wealth Management Platform. Broadridge Performance and Attribution was deployed to support Portfolio and Investment Performance and Planning functions, explicitly addressing advisor-facing performance reporting and portfolio management needs. The implementation concentrated on performance reporting and attribution analytics, with configuration work to support portfolio analytics, standardized reporting workflows, and consolidated reporting for advisor teams. Broadridge Performance and Attribution was used to centralize point-in-time and time-weighted performance calculations and to enable attribution breakdowns across holdings and strategies consistent with Portfolio and Investment Performance and Planning expectations. Deployed within a U.S. wealth management environment, the module was integrated into the broader Broadridge Wealth Management Platform to digitize back office processes and enhance client insights for advisor and operations teams. Operational scope covered U.S. advisor desks and back office functions supporting client reporting and portfolio oversight, with data model alignment and report distribution tooling configured for advisor use. Governance emphasis included standardized performance reporting governance and the introduction of centralized attribution workflows to reduce manual reconciliation between reporting and portfolio management functions. The initiative aimed to improve performance reporting and portfolio management capabilities to boost advisor productivity as part of a U.S. wealth and finance modernization effort. | |
 |
Wedbush Securities | Banking and Financial Services | 900 | $250M | United States | Broadridge | Broadridge Performance and Attribution | Portfolio and Investment Performance and Planning | 2025 | n/a | In 2025, Wedbush Securities selected Broadridge Performance and Attribution as part of a broader Broadridge technology platform deployment to transform and consolidate operations across its U.S. wealth and clearing businesses. The Broadridge Performance and Attribution implementation targets Portfolio and Investment Performance and Planning functions to modernize advisor tools, support new asset classes and accelerate growth across wealth and clearing lines of business. The deployment focuses on core performance calculation and attribution capabilities typical of the Portfolio and Investment Performance and Planning category, including standardized return calculation engines, multi asset class performance handling, attribution analytics and configurable client reporting and dashboards. Configuration work emphasized calculation rule governance, data model normalization for account and portfolio hierarchies and role based reporting to support advisor facing workflows and investment operations. Governance and rollout were oriented around centralizing performance and attribution processes between wealth management, clearing and operations teams, with phased adoption to ensure operational continuity and control. The program is positioned to scale operational capacity and broaden product support, with explicit objectives to support new asset classes and accelerate growth as part of Wedbush Securities adoption of Broadridge Performance and Attribution. |
Buyer Intent: Companies Evaluating Broadridge Performance and Attribution
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||