List of Broadridge Portfolio Master Risk Management Customers
Lake Success, 11042, NY,
United States
Since 2010, our global team of researchers has been studying Broadridge Portfolio Master Risk Management 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 Portfolio Master Risk Management for Portfolio and Investment Risk Management 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 Portfolio Master Risk Management for Portfolio and Investment Risk Management include: Prophet Capital, a United States based Banking and Financial Services organisation with 18 employees and revenues of $26.0 million, Optimas Capital, a Hong Kong based Banking and Financial Services organisation with 35 employees and revenues of $10.0 million, Asset Value Investors, a United Kingdom based Professional Services organisation with 14 employees and revenues of $9.2 million and many others.
Contact us if you need a completed and verified list of companies using Broadridge Portfolio Master Risk Management, 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 Portfolio Master Risk Management 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Asset Value Investors | Professional Services | 14 | $9M | United Kingdom | Broadridge | Broadridge Portfolio Master Risk Management | Portfolio and Investment Risk Management | 2013 | n/a | In 2013 Asset Value Investors implemented Broadridge Portfolio Master Risk Management in the United Kingdom. Broadridge Portfolio Master Risk Management, categorized as Portfolio and Investment Risk Management, was deployed to centralize investment operations and improve investor reporting for the firm. The implementation configured core modules for trading, pre and post trade compliance, portfolio management and NAV generation, aligning system functions with portfolio accounting and trade capture workflows. The deployment used Broadridge Portfolio Master Risk Management to enforce compliance rules, automate NAV calculation and standardize portfolio reporting. The UK based deployment centralized front to back processes across front office trading, operations and investor reporting, improving transparency and operational control as described in the vendor press release. Governance adjustments emphasized standardized compliance rule sets and consolidated reporting workflows during rollout, with operational scope covering trading, portfolio administration and fund accounting functions. | |
 |
Optimas Capital | Banking and Financial Services | 35 | $10M | Hong Kong | Broadridge | Broadridge Portfolio Master Risk Management | Portfolio and Investment Risk Management | 2017 | n/a | In 2017, Optimas Capital implemented Broadridge Portfolio Master Risk Management to automate front-to-back processing for its Hong Kong operations. The Asia implementation targeted portfolio and order management and integrated risk capabilities within the Portfolio and Investment Risk Management category. The Broadridge Portfolio Master Risk Management deployment focused on multi-asset class order and portfolio management modules, orchestrating trade lifecycle management, position keeping, and portfolio level risk analytics consistent with Portfolio and Investment Risk Management workflows. Configuration emphasized straight-through processing and automation of operational handoffs across front office, middle office, and back office processes to reduce manual reconciliation and order handling. Operational rollout covered Asia and specifically Optimas Capital's Hong Kong trading and portfolio teams, aligning governance around workflow standardization and centralized processing rules. According to the vendor announcement the implementation improved straight-through processing and reduced manual operating costs, outcomes attributed to the automated front-to-back processing enabled by Broadridge Portfolio Master Risk Management. | |
|
|
Prophet Capital | Banking and Financial Services | 18 | $26M | United States | Broadridge | Broadridge Portfolio Master Risk Management | Portfolio and Investment Risk Management | 2016 | n/a | In 2016, Prophet Capital adopted Broadridge Portfolio Master Risk Management to support structured credit trading and scale institutional operations. The deployment used Broadridge’s integrated trading, portfolio management and operating platform to centralize trading, portfolio and operations workflows under a single Portfolio and Investment Risk Management solution. The implementation emphasized trading, portfolio and operations finance capabilities, with configuration work focused on order management and portfolio accounting workflows aligned to institutional middle and back office processes. Broadridge Portfolio Master Risk Management was instrumented to provide consolidated position visibility and risk management functionality consistent with Portfolio and Investment Risk Management best practices. Operational coverage centered on Prophet Capital’s US trading desk and finance operations, consolidating front-to-back workflows within the Broadridge platform. Integrations were realized as internal platform convergence rather than point product connections, creating an institutional-grade infrastructure for structured credit activity. Governance and process changes accompanied the rollout, with centralization of portfolio data and standardized operational procedures to support scale. According to the announcement, the 2016 implementation delivered a more scalable, institutional-grade infrastructure and operational efficiencies for Prophet Capital. |
Buyer Intent: Companies Evaluating Broadridge Portfolio Master Risk Management
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||