Broadridge Treasury Management
from Broadridge Financial Solutions
An integrated solution for bank treasury operations covering trading, investment management, liquidity analysis, and risk management. It offers portfolio management, trade execution, risk analytics, and regulatory reporting features across multiple asset classes.
Category:
Trading and Investment Systems
in:
Treasury
Platforms for managing the bank's investment portfolio and trading activities across different asset classes.
Analysis on right >
Trading and Investment Systems analysis
Usability and Support
(6 Yes /6 Known /13 Possible features)
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1. Help desk tiers
Number of support levels available for issue escalation
No information available
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2. Customizable reporting
Ability for users to create and modify reports without technical assistance
Customizable user-defined reporting is available without programming needed.
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3. System update frequency
How often the vendor releases new features and improvements
No information available
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4. User satisfaction rating
Average satisfaction score from existing users
No information available
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5. Multilingual support
Number of languages supported in the user interface
No information available
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6. Workflow automation capabilities
Tools to automate routine tasks and approval processes
Workflow automation and STP (straight-through processing) are highly emphasized in product value.
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7. Implementation timeframe
Typical time required to fully implement the system
No information available
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8. User community resources
Forums, user groups, or other peer collaboration platforms
Broadridge supports user communities, forums, and best-practice groups for its platforms.
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9. Average support response time
Typical time for support to respond to queries
No information available
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10. Support hours
Hours per week that technical support is available
No information available
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11. Training resources
Availability of documentation, videos, and other learning materials
Multiple training resources (docs, online, in-person) are referenced on the official site.
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12. Mobile app availability
Presence of a mobile application for remote access
Mobile app or mobile-optimized interface is provided for institutional users.
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13. User interface customization
Ability for users to personalize screens and workflows
User interface customization is highlighted as a usability benefit in product materials.
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Security Features
(10 Yes /10 Known /12 Possible features)
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System Performance and Reliability
(6 Yes /6 Known /13 Possible features)
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Integration and Connectivity
(9 Yes /9 Known /12 Possible features)
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Compliance and Regulatory Features
(8 Yes /8 Known /12 Possible features)
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Portfolio Management
(10 Yes /10 Known /12 Possible features)
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Market Data and Analytics
(9 Yes /9 Known /12 Possible features)
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Risk Management
(10 Yes /10 Known /12 Possible features)
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Trading Execution Capabilities
(9 Yes /9 Known /12 Possible features)
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Publicly available data.
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