Broadridge Financial Solutions has introduced a new web- and mobile-based reporting solution for the buy side.
Dubbed as Report Manager, the tool will allow portfolio managers and their fund administrators to create dashboards showing key portfolio data in a single view.
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Additionally, Report Manager will provide access to information on portfolio activity, holdings, fund profitability, market exposure, risk, performance and operational indicators such as numbers of reconciliation breaks.
Broadridge said that Dashboards contain customizable widgets that include interactive charts and data grids, with full drill-down capabilities.
Integrated with Broadridge’s Analytics Master, Report Manager is also capable of being incorporated with other data sources.
Bennett Egeth, president, Broadridge Investment Management Solutions, said: "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."
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