List of Broadridge Portfolio Master Trading and Order Management Customers
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Since 2010, our global team of researchers has been studying Broadridge Portfolio Master Trading and Order 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 Trading and Order Management for Trade Order Management System (TOMS) 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 Trading and Order Management for Trade Order Management System (TOMS) include: 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, Jabre Capital Partners, a United Arab Emirates based Professional Services organisation with 70 employees and revenues of $8.0 million and many others.
Contact us if you need a completed and verified list of companies using Broadridge Portfolio Master Trading and Order 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Asset Value Investors | Professional Services | 14 | $9M | United Kingdom | Broadridge | Broadridge Portfolio Master Trading and Order Management | Trade Order Management System (TOMS) | 2013 | n/a |
In 2013, Asset Value Investors implemented Broadridge Portfolio Master Trading and Order Management. The deployment used the Trade Order Management System (TOMS) application to support trading, pre and post trade compliance, portfolio management and NAV generation for the firm.
The implementation leveraged Paladyne Portfolio Master, now part of Broadridge, and was hosted on Paladyne’s ASP platform, providing a centrally hosted application architecture. Functional modules implemented included order management and execution workflows, compliance monitoring, portfolio accounting and NAV calculation, configured to match small asset manager operational patterns.
Operational coverage targeted investment operations and finance teams across the UK and EMEA, with the system instrumenting the trade lifecycle and investor reporting processes. Integration touch points were consolidated within the hosted ASP environment to align portfolio master capabilities with back office controls and reporting flows.
Governance emphasis centered on strengthening portfolio controls and investor reporting processes as part of the rollout. As reported, the implementation delivered greater transparency, improved investor reporting and stronger portfolio controls.
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Jabre Capital Partners | Professional Services | 70 | $8M | United Arab Emirates | Broadridge | Broadridge Portfolio Master Trading and Order Management | Trade Order Management System (TOMS) | 2017 | n/a |
In 2017 Jabre Capital Partners selected Broadridge Portfolio Master Trading and Order Management as its integrated trading, portfolio management and risk management platform to institutionalize front, middle and back office workflows. The implementation is categorized as a Trade Order Management System (TOMS) and was positioned to centralize order management, execution workflows and portfolio controls across the firm.
The deployment configured core modules for order management, portfolio accounting, and risk analytics, with Broadridge Portfolio Master Trading and Order Management providing access to value at risk and stress-testing risk analytics. The implementation emphasized finance and process automation, aligning trading workflows with middle office reconciliation and back office settlement processes.
Operational coverage focused on Europe, providing connectivity to broker counterparties and EMS platforms to support outsourced execution channels and liquidity access. Governance changes targeted institutionalizing front to back workflows and embedding risk analytics into daily trading controls, and the program was explicitly intended to reduce operational risk and increase cost efficiency.
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Optimas Capital | Banking and Financial Services | 35 | $10M | Hong Kong | Broadridge | Broadridge Portfolio Master Trading and Order Management | Trade Order Management System (TOMS) | 2017 | n/a |
In 2017, Optimas Capital adopted Broadridge Portfolio Master Trading and Order Management, a Trade Order Management System (TOMS), to automate front to back portfolio, order and risk management across multiple asset classes. The deployment leveraged Broadridge’s Asia based SSAE16 datacentre to reduce manual processing and costs and to deliver straight through processing improvements and greater operational efficiency for investment operations and finance processes in the Asia region.
Broadridge Portfolio Master Trading and Order Management was configured to support front to back workflows including portfolio management, order management, execution lifecycle tracking, and risk controls aligned to multi asset class processing. Operational scope focused on investment operations and finance teams in Hong Kong and the wider Asia region, with governance centered on standardizing order handling procedures and reconciling operational touch points to enable straight through processing. The implementation emphasizes a vendor hosted SSAE16 architecture and process automation to reduce manual interventions while maintaining centralized control over trade and portfolio data.
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