Best of the Best 2023

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TECHNOLOGY PROVIDERS Alternative Investment Platforms

BROADRIDGE FINANCIAL SOLUTIONS, INC.

Alternatives have seen extraordinary growth driven by interest rates and increased investor interest. Industry focus has long been front-office automation however, Broadridge’s “Hub” focuses on middle-back-office automation reducing inefficiencies of manual processing and downstream effects on clients. This solution is built for Private Equity, Hedge, REITs, BDCs, 1031s, etc. This platform encompasses end-to-end workflow for efficient processing/ greater control, dashboard offering business intelligence and configurable rules-based Alternative Investments Hub

engine feeding into client’s books and is designed to address all lifecycle events. Key features: • Convert unstructured files into actionable data for automated validations and processing of each transaction with editing capabilities captured within an audit trail • Capture pending settlements, update valuations, redemptions as data is received • Comprehensive monitoring of files, transactions, pending accounting entries and SLAs.

Broadridge Financial Solutions (NYSE: BR), a global fintech leader with over $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Broadridge delivers technology-driven solutions that drive business transformation for banks, broker-dealers, asset & wealth managers and public companies. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

www.broadridge.com

171 WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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