Broadridge Investment Accounting
Broadridge Investment Accounting: A managed investment accounting platform for public-sector pools and institutional funds. Ranked #21 of 30 in Investment Accounting Software by our editors (7.2/10); pricing: Pricing on request; best for public-sector and pooled-fund accounting.
At a glance
- Editor score7.2 / 10
- PricingPricing on request
- Best forPublic-sector and pooled-fund accounting
- Asset coveragePublic
- Founded2007 · Lake Success, New York, United States
- Facts checked21 Sep 2026
Where it wins
- Combines portfolio, cash and investment general-ledger accounting
- Supports LGIP, commingled funds and short-term investment funds
- Includes reconciliation, financial reporting and business intelligence analytics
Where it doesn't
- Pricing requires a contact-sales process
- Web delivery limits the listed platform options
- Its documented asset coverage centers on public investments
Our verdict on Broadridge Investment Accounting
Broadridge Investment Accounting is an institutional platform for managing and administering investment funds, with a particular focus on public-sector investment pools, retirement plans and operating funds. It brings portfolio accounting, investment and cash management, financial data management, reconciliation, reporting and investment general-ledger accounting into one offering. The platform is suited to treasuries, asset managers and other institutional organizations that need public-asset accounting, performance reporting and investor reporting, with managed services included in the delivery model.
Its functional breadth is strongest around pooled and public-sector operations. Support for local government investment pools, commingled funds and short-term investment funds gives it a defined fit for organizations administering these structures. Business intelligence reporting and analytics extend the platform beyond transaction records, while reconciliation and financial reporting address recurring control and reporting work. Global market operations and workflow automation are also part of the published positioning, making the product relevant to institutional teams with structured operational processes rather than small organizations seeking a lightweight accounting tool.
The trade-off is focus. The listed asset coverage is public, so organizations requiring a wider or more varied investment-accounting scope should compare alternatives before choosing it. Access is web-based, and pricing follows a contact-sales model rather than a self-serve plan structure. That approach fits an enterprise managed-services engagement, but it is less suitable for buyers seeking transparent plan selection or a simple software-only rollout. Choose Broadridge Investment Accounting when public-sector pools, retirement plans or operating funds need combined accounting, cash management and reporting capabilities; consider another product when broad asset coverage, self-directed setup or publicly defined plans matter more.
Your product? Our editors can test Broadridge Investment Accounting in depth and publish a review, labelled as paid · from $149/mo →
Broadridge Investment Accounting pricing
Broadridge Investment Accounting fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset coverage | Public |
| Performance reporting | Yes |
| Investor reporting | Yes |
| Tax-lot accounting | Not verified |
| Multi-currency support | Not verified |
| Transaction limit | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Pricing | Pricing on request |
| Website | broadridge.com |
| Facts checked | 21 Sep 2026 |
Alternatives to Broadridge Investment Accounting
- FundCountA broad accounting platform for complex funds, family offices, and asset managers.9.4
- Archway PlatformA broad investment accounting platform for private-market and family-office operations.9.2
- SS&C Advent GenevaA broad accounting and operations platform for complex, multi-asset investment organizations.9.1
See all Broadridge Investment Accounting alternatives →
Used Broadridge Investment Accounting? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Broadridge Investment Accounting for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Broadridge Investment Accounting is listed in our Investment Accounting Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/broadridge-investment-accounting/"><img src="https://www.itechguides.com/best/badge/broadridge-investment-accounting.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update