List of Broadridge Portfolio Master Customers
Broadridge Financial Solutions
5 Dakota Drive, Suite 300,
Lake Success, 11042, NY,
United States
Lake Success, 11042, NY,
United States
1 727-355-9393
Banking and Financial Services
14600
$6.9B
Since 2010, our global team of researchers has been studying Broadridge Portfolio Master 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 for Portfolio and Investment 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 for Portfolio and Investment Management include: ING, a Netherlands based Banking and Financial Services organisation with 60000 employees and revenues of $24.78 billion, Scotiabank Global Wealth Management, a Canada based Banking and Financial Services organisation with 2700 employees and revenues of $590.0 million, PEAK6, a United States based Banking and Financial Services organisation with 1000 employees and revenues of $270.0 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, 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 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!
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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 | Portfolio and Investment Management | 2013 | n/a |
In 2013, Asset Value Investors implemented Broadridge Portfolio Master as part of a Paladyne suite deployment in London. Broadridge Portfolio Master is a Portfolio and Investment Management application that was configured to support trading, pre and post trade compliance, portfolio management, and NAV generation.
The deployment used Paladyne Analytics Master to back load eight years of historical data, consolidating positions and transactions to centralize firm wide reporting and reconciliation processes. Broadridge Portfolio Master was configured to manage order and trade workflows, execute compliance rules pre and post trade, perform portfolio valuation, and produce NAV calculations as core functional modules. Data consolidation into Paladyne Analytics Master provided a single reconciled reporting source for operations, portfolio management, and compliance teams.
Operational coverage targeted the firms UK and EMEA activities, bringing reporting and compliance in house and shifting governance for compliance checks and reporting to centralized control within operations and portfolio management. The implementation reorganized workflows to route trade compliance enforcement and NAV production through the Paladyne platform, aligning trading, compliance, and middle office processes. The configuration emphasized firm level consolidation and workflow orchestration to support reconciled reporting across teams.
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ING | Banking and Financial Services | 60000 | $24.8B | Netherlands | Broadridge | Broadridge Portfolio Master | Portfolio and Investment Management | 2009 | n/a |
In 2009, ING Global Investment Strategies implemented Paladyne's hosted front-to-back solution, using Paladyne's ASP platform in the Netherlands, with the supplier later becoming part of Broadridge. The deployment included Paladyne Portfolio Master, now branded Broadridge Portfolio Master, within the Portfolio and Investment Management category to consolidate trade capture, real-time P&L and portfolio reporting across ING's global investment operations.
The implementation centered on front-to-back processing and intra-day reporting, with Broadridge Portfolio Master used for trade capture and intra-day portfolio valuation. Functional capabilities implemented included consolidated trade capture, real-time P&L calculation, intra-day portfolio reporting and front-to-back workflow orchestration, consistent with typical Portfolio and Investment Management platform capabilities.
The solution was deployed as an application service provider model in the Netherlands, providing a hosted architecture to centralize transaction processing and reporting across ING Global Investment Strategies and its global investment operations. Operational coverage focused on trading operations, portfolio management and performance reporting, consolidating data feeds and intra-day reporting into the hosted platform to reduce operational fragmentation.
Governance and operational change emphasized centralized reporting and streamlined front-to-back workflows, moving control of trade capture and intra-day valuation into the hosted environment. The deployment delivered faster straight-through processing and a stated lower total cost of ownership through consolidation on the Paladyne ASP platform, and maintained ING's global portfolio reporting and P&L workflows within the Broadridge Portfolio Master environment.
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PEAK6 | Banking and Financial Services | 1000 | $270M | United States | Broadridge | Broadridge Portfolio Master | Portfolio and Investment Management | 2012 | n/a |
In 2012, PEAK6 implemented Broadridge Portfolio Master as an inferred component of a hosted Paladyne FastStart deployment. The engagement placed the application within the firm’s multi-asset investment management platform in the United States and targeted Portfolio and Investment Management use cases.
The implementation focused on core trade and order management workflows, reference data operations, and accelerating fund launch processes. Broadridge Portfolio Master was inferred as the trade and order management component of the FastStart bundle, with configurations oriented around order lifecycle management, position management, and centralized reference data control.
Operational coverage centered on PEAK6 Advisors in the United States and integrated the hosted FastStart stack with the firm’s multi-asset trading and fund launch operations. The hosted approach was used to reduce implementation complexity and to shorten time-to-market for new funds while reducing implementation cost.
Governance and rollout emphasized front-office trade execution integration and strengthened middle-office reference data governance to support repeatable fund launches and ongoing trade/order processing. The deployment reflects Portfolio and Investment Management functionality implemented to streamline trade/order management, reference data, and fund onboarding workflows.
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Scotiabank Global Wealth Management | Banking and Financial Services | 2700 | $590M | Canada | Broadridge | Broadridge Portfolio Master | Portfolio and Investment Management | 2012 | n/a |
In 2012 Scotiabank Global Wealth Management deployed Broadridge Portfolio Master as a central component of its Portfolio and Investment Management tooling to support settlement processing and portfolio recordkeeping across its wealth lines of business. The Broadridge Portfolio Master deployment was implemented in an environment that included Broadridge Dataphile and Broadridge BPSA and operated alongside third party systems explicitly in use at Scotia Wealth, creating an integrated processing landscape.
The implementation emphasized settlement cycle processing and portfolio data management, supporting Equity, Fixed Income and Mutual Funds asset classes and aligning with Advanced Order Management workflows. Broadridge Portfolio Master was used to orchestrate portfolio master data, settlement date logic and position accounting in concert with order management inputs from Charles River IMS and AOM and data feeds from Mpower and Scotia Online Brokerage.
Operational scope covered multiple Scotia Wealth lines of business, including iTRADE, Scotia McLeod, Private Investment Council, 1832 Asset Management, Holliswealth, Scotia Asset Management and Dynamic Funds, with the T+2 migration effort culminating in the industry cutover scheduled for September 5, 2017. The QA lead coordinated test delivery across these business units, ensuring upstream and downstream applications reflected the updated settlement information and that custodians received correct settlement dates.
Governance and test orchestration were formalized through test strategy and planning artifacts, a maintained test bed recorded in HP ALM, and direct coordination with market infrastructures and vendors such as TSX, NEO, IRESS and Fundserv. The team participated in CDS industry testing and Fundserv mock testing, and held regular stakeholder status meetings to review issues and escalate technical or data challenges.
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Buyer Intent: Companies Evaluating Broadridge Portfolio Master
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Broadridge Portfolio Master. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Broadridge Portfolio Master for Portfolio and Investment Management include:
- Mindspire Consulting Hungary, a Hungary based Banking and Financial Services organization with 200 Employees
- Goldentree Asset Management LP, a United States based Banking and Financial Services company with 175 Employees
- Espa-Fil Import & Export, a Philippines based Consumer Packaged Goods organization with 42 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Broadridge Portfolio Master Coverage
Broadridge Portfolio Master is a Portfolio and Investment Management solution from Broadridge.
Companies worldwide use Broadridge Portfolio Master, from small firms to large enterprises across 21+ industries.
Organizations such as ING, Scotiabank Global Wealth Management, PEAK6 and Asset Value Investors are recorded users of
Broadridge Portfolio Master for Portfolio and Investment Management.
Companies using Broadridge Portfolio Master are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.
Companies using Broadridge Portfolio Master are most concentrated in Netherlands, Canada and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Broadridge Portfolio Master across Americas, EMEA, and APAC.
Companies using Broadridge Portfolio Master range from small businesses with 0-100 employees - 25%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 25%, and global enterprises with 10,000+ employees - 25%.
Customers of Broadridge Portfolio Master include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Broadridge Portfolio Master customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.