Broadridge Reconciliation & Exception Management

from Broadridge Financial Solutions

End-to-end reconciliation solution that automates the matching of transactions across multiple systems. Includes exception identification and management, configurable matching rules, workflow automation, and comprehensive reporting for compliance and audit purposes.
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Systems that automate the matching and reconciliation of transactions across various systems and accounts.

Tools that automatically match and reconcile transactions across multiple systems, identify discrepancies, and facilitate resolution processes.

Reconciliation Solutions analysis
Support and Vendor Services
(0 Yes /0 Known /10 Possible features)

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1. Custom Enhancements Service
Availability of custom development services for bespoke features.
No information available
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2. Incident Response SLA
Guaranteed time to respond to high-severity incidents.
No information available
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3. Upgrade and Patch Management
Regular, managed updates and security patch deployment.
No information available
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4. Solution Health Checks
Periodic proactive system reviews and health assessments.
No information available
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5. Community Forum Access
Peer support forums and knowledge base access.
No information available
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6. Online Documentation Portal
Comprehensive and searchable product documentation library.
No information available
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7. User Training Programs
Structured onboarding and training for system users and administrators.
No information available
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8. Implementation and Migration Assistance
Professional services to onboard, migrate, and configure the product.
No information available
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9. Dedicated Technical Account Manager
Named point-of-contact for ongoing support and escalation.
No information available
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10. 24/7 Support Availability
Global support available round-the-clock across regions.
No information available
Audit and Traceability
(0 Yes /0 Known /10 Possible features)

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Configurability and Customization
(1 Yes /1 Known /10 Possible features)

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Scalability and Performance
(0 Yes /0 Known /10 Possible features)

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Exception and Dispute Handling
(1 Yes /1 Known /10 Possible features)

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Reporting and Analytics
(4 Yes /4 Known /10 Possible features)

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User Interface and Usability
(0 Yes /0 Known /11 Possible features)

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Security and Compliance
(1 Yes /1 Known /10 Possible features)

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Integration and Connectivity
(0 Yes /0 Known /11 Possible features)

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Core Reconciliation Capability
(5 Yes /5 Known /13 Possible features)

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