Case Study: Large Investment Bank Achieves Front-to-Back Office Automation with Broadridge

Providing a Front-to-Back Office Solution From Trading Through Portfolio Accounting for Broad Asset Classes

A large investment bank spin-off, a privately owned California-based investment manager with $2 billion in assets under management, needed to quickly build a complete front-to-back operational infrastructure to support trading, portfolio management, risk, compliance, reporting, and accounting without expanding operational staff. **Broadridge** was selected to provide an integrated platform, including its **FastStart** investment operations solution, to replace the capabilities the firm had previously relied on at a major bank.

**Broadridge** implemented FastStart as a single, centralized platform combining order management, portfolio and risk management, market data, reconciliation, reporting, and IT infrastructure. The solution enabled smooth implementation and ongoing 24x6 support, helping the client go live quickly, streamline operations, reduce integration risk, and improve control through centralized data management. As a result, the firm achieved faster time to market and lower ongoing operating costs while supporting growth across broad asset classes.