The new software provides access to information on portfolio activity, holdings, fund profitability, market exposure and risk, explains Bennett Egeth, president, Broadridge Investment Management Solutions.
“The market is calling for mobile access to key data as well as for greater transparency in general, and report manager is perfect for both,” said Bennett.
According to reports, the tool will allow portfolio managers and their fund administrators to create dashboards showing portfolio data at one time. Dashboards will also be made up of customisable widgets.
“The ways in which our clients access their data have changed. We’ve always focused on providing the best and most secure tools to our clients, and now they can view portfolio data from the desktop, on a tablet, or on a smartphone.”