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Broadridge Fund Data and Competitive Intelligence from Broadridge Financial Solutions
Fund product comparison, flow tracking, competitor analysis, intelligent market insights, digital dashboards, and analytics for fund marketing and product development.
More about Broadridge Financial Solutions
Product analysis by function
Competitive Intelligence Platforms for Product Development & Management
Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
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Data Coverage & Sources
(6 Yes /6 Known /12 Possible features)
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Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
No information available | |
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Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
Site says data is aggregated from various external sources (fund providers, third-party vendors, etc). | |
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Market Breadth Number of geographies or markets monitored by the platform. |
No information available | |
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Historical Data Depth Length of historical data available for analysis. |
No information available | |
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Frequency of Updates How often new data is ingested and made available for analysis. |
No information available | |
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Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
No information available | |
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Coverage of Private Products Inclusion of non-public or private fund data where available. |
The platform promotes tracking of non-public/private fund launches and flows. | |
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ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
Broadridge claims ESG analytics and ESG scoring are available for supported funds. | |
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Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
No information available | |
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News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
References to 'market insights' and 'news' aggregation as part of the platform. | |
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Definable Peer Groups Customization of peer groups for focused comparison. |
Users can define custom peer groups for benchmarking. | |
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Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
The solution notes regulatory coverage including filings and product launches. |
Analytics & Benchmarking
(9 Yes /9 Known /12 Possible features)
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Custom Benchmarking Create user-defined benchmarks for product comparison. |
Mentions custom or user-defined benchmarks across fund universes. | |
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Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
Platform highlights provide attribution analysis for flows and performance. | |
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Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
The dashboard supports peer ranking based on performance, flows, and other metrics. | |
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Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
No information available | |
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Granular Timeframes Supports analysis over customizable and rolling time periods. |
Reports and visuals can be generated over variable and rolling time periods. | |
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Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
Marketing discusses style and risk factor analysis features. | |
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Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
Stress testing and scenario analysis are listed among platform analytics. | |
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Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
Fee analytics, including side-by-side expense comparison, are available. | |
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Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
Launch and closure of competitor funds are tracked by the intelligence platform. | |
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Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
Enables visibility into fund holdings and attributes. | |
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Flow Decomposition Breakdown of net flows by channel, client segment or region. |
No information available | |
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Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
No information available |
Market Intelligence & Alerts
(5 Yes /5 Known /10 Possible features)
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Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
Alerts for major market/fund changes and launches are highlighted on web materials. | |
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Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
Users can set alert parameters and notification triggers for flow/performance anomalies. | |
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Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
Platform automatically detects and alerts on product launches, rebrandings, and closures. | |
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Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
Competitive position tracking and change alerts are part of the reporting suite. | |
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Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
No information available | |
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Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
No information available | |
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Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
Includes regulatory event alerts as part of the data feed. | |
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Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
No information available | |
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User-specific Alert Preferences Different users or teams can have their own alert definitions. |
No information available | |
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Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
No information available |
Marketing Activity & Digital Intelligence
(0 Yes /0 Known /10 Possible features)
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Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
No information available | |
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Social Media Scraping Monitors competitor activity and engagement on social media. |
No information available | |
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Campaign Spend Estimation Estimates digital advertising spend by competitors. |
No information available | |
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Content Analysis Analyzes the type, frequency, and engagement of published content. |
No information available | |
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Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
No information available | |
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Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
No information available | |
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Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
No information available | |
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Marketing Message Tracking Logs changes in competitor messaging and positioning. |
No information available | |
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Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
No information available | |
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Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
No information available |
User Experience & Interface
(5 Yes /5 Known /10 Possible features)
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Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
Mentions ability for users to build and customize dashboards with key analytics. | |
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Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
Has drag-and-drop style report builder for tailored analytics outputs. | |
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Mobile Compatibility Usable on mobile devices and tablets. |
No information available | |
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Language Localization Supports multiple interface languages. |
No information available | |
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Data Visualization Options Number of different chart or visualization types supported. |
No information available | |
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Personalized Views Users can save and share their own workspace setups. |
Platform supports the saving and sharing of personalized views among users. | |
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Accessibility Features Support for users with different accessibility needs. |
No information available | |
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Contextual Drill-down Can move from summary to underlying data in one click. |
Drill-down from top-level analytics to details is a promoted feature. | |
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Speed of Interface Average time to load primary dashboard views. |
No information available | |
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User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
Comprehensive online user help and product guides are referenced. |
Collaboration & Sharing
(2 Yes /2 Known /10 Possible features)
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In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
No information available | |
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Sharing of Reports Allows download or sharing of interactive or static reports. |
Reports and dashboards can be exported and/or shared as static or interactive outputs. | |
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Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
Export capabilities such as Excel and PDF noted in product FAQs. | |
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API for Data Sharing Ability to send data out of the platform via an API. |
No information available | |
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Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
No information available | |
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Version History on Reports Maintains change logs on collaborative documents. |
No information available | |
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Permission-Based Sharing Set access level for internal/external recipients. |
No information available | |
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Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
No information available | |
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Track Recipient Engagement See who opened or engaged with shared insights. |
No information available | |
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Collaborative Workspace Supports project management and group collaboration within the platform. |
No information available |
Technical Architecture & Integration
(3 Yes /3 Known /11 Possible features)
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API Connectivity Provides RESTful or other APIs for programmatic access. |
No information available | |
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Data Ingestion Capacity Volume of external data the platform can ingest per day. |
No information available | |
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Cloud Deployment Available as SaaS or cloud-native deployment. |
Described as a cloud-based SaaS platform. | |
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On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
No information available | |
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Single Sign-On (SSO) Integrates with enterprise authentication services. |
Single sign-on for enterprise clients mentioned in documentation. | |
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Batch Processing Support Allows scheduled overnight or periodic jobs. |
No information available | |
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Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
No information available | |
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Data Encryption Ensures all data in transit and at rest is encrypted. |
No information available | |
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Latency for API Data Retrieval Average time to return data from API calls. |
No information available | |
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Sandbox/Test Environment Supports testing and experimentation on non-production data. |
Broadridge provides sandbox/test data environments for certain analytics beta clients. | |
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Scalability How well the platform scales with increasing users and data. |
No information available |
Security & Compliance
(7 Yes /7 Known /10 Possible features)
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User Authentication Controls Multi-factor authentication and granular access policies. |
Broadridge platforms typically support enterprise authentication and user controls. | |
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Audit Logging Tracks every action or change for forensics and compliance. |
Audit trails are included as standard for compliance-focused financial platforms. | |
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GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
Explicitly confirms GDPR compliance and global privacy/data sovereignty adherence. | |
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Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
No information available | |
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User Role Management Flexible assignment of user rights and access by role. |
Flexible user role and access control settings are part of enterprise offering. | |
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Data Residency Options Ability to select or guarantee geographic location of data storage. |
No information available | |
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Secure API Access APIs require secure keys and/or OAuth for all operations. |
No information available | |
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Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
Broadridge certifies platforms against ongoing security testing and vulnerability management. | |
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Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
SOC 2/ISO 27001 certification often listed for Broadridge SaaS products. | |
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Data Retention Policies Customizable duration for retention and deletion of client data. |
Data retention schedules can be configured for compliance. |
Customization & Extensibility
(2 Yes /2 Known /10 Possible features)
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White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
Broadridge supports white labelling for fund/asset manager portals. | |
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Custom Field Definitions Ability to define and use custom data fields/attributes. |
No information available | |
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User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
No information available | |
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Configurable Workflows Support for client-specific workflow automation. |
No information available | |
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Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
No information available | |
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Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
Supports advanced customization of alerts/reports by user. | |
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Plug-in API API for developing custom plug-ins or modules. |
No information available | |
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Flexible Data Models Ability to extend or schema-customize the underlying data model. |
No information available | |
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Brandable Client Portal Create personalized portals for clients or internal teams. |
No information available | |
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Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
No information available |
Support & Training
(7 Yes /7 Known /10 Possible features)
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Live Customer Support Access to chat, phone, or email support in real-time. |
24/5 support and real-time help via live chat is referenced on company support pages. | |
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Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
Enterprise clients receive dedicated account management. | |
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Implementation Services Guided onboarding and setup assistance. |
Implementation and onboarding support for new fund managers is described. | |
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Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
User guide library and FAQs available online. | |
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Training Workshops Classroom, virtual, or recorded training sessions. |
No information available | |
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In-Platform Tutorials Interactive walk-throughs and training built into the app. |
Has interactive walkthroughs for platform onboarding. | |
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Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
Product is updated regularly with release highlights published in knowledge base. | |
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Community Forum Users can interact and share solutions and workflows. |
No information available | |
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User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
User feedback and feature request portal available for clients. | |
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Multi-language Support Support team can provide help in multiple languages. |
No information available |
Pricing & Commercial Model
(5 Yes /5 Known /10 Possible features)
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Transparent Pricing Pricing is clearly described, with no hidden fees. |
Pricing information and options are transparently listed for the solution. | |
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Pricing Tiers Offers multiple pricing tiers for different user types or features. |
Offers role-based/pricing-tiered structures for different organization types. | |
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Pay-as-you-go Option Usage-based billing models are available. |
No information available | |
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Free Trial Availability Prospective users can try the full product before purchasing. |
Free trial access to a demo environment is available for qualified prospects. | |
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Contract Flexibility Supports both short-term and annual contracts. |
No information available | |
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Volume Discounts Lower unit prices when buying for more users or enterprise. |
No information available | |
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No Lock-in Period Easy exit or downgrade without excessive penalty. |
No information available | |
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Price Transparency by Feature Costs for add-ons and premium features are explicit. |
Platform details add-on and premium pricing clearly by feature. | |
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Custom Quoting Can generate bespoke pricing for unusual needs. |
The sales team provides custom quotes for enterprise and specialized needs. | |
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Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
No information available |
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