Broadridge Revenue and Expense Management logo

Broadridge Revenue and Expense Management

by Broadridge Financial Solutions, Inc · Since 2007
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ActiveAvailable globallyCloud
Quick facts
VendorBroadridge Financial Solutions, Inc
Year launched2007
StatusActive
Location605 3rd Ave, 41st Floor, New York, New York 10158, US
Countries servedGlobal
Languages5
Integrations
Free tier
Free trial
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About Broadridge Revenue and Expense Management

Broadridge Revenue and Expense Management is a management software from Broadridge Financial Solutions, Inc that ensures cash flow efficiency and maximizes profitability. It combines portfolio management, risk management, and process control support, allowing for improved profitability through automated fee management. The software provides unique insights into market conditions, supporting scalability in operations. It addresses the challenges of revenue and expense management, facilitating easier operational oversight. Organizations can utilize this software to improve financial tracking and decision-making processes. Key capabilities: portfolio management risk management process control automated fee management market insights Best for: financial organizations that need effective revenue and expense tracking solutions.

Broadridge’s Revenue and Expense Management software—Revport—is a powerful, rules-based financial automation platform designed to help institutions improve cash flow, tighten operational control, and maximize profitability. Built for asset managers, fund administrators, and financial institutions handling complex fee structures, Revport streamlines every stage of the billing and expense lifecycle. It automates fee calculations, revenue sharing, accruals, reversals, and invoice validation, enabling firms to cut manual work, reduce errors, and accelerate financial processes. Revport’s standout capability is its ability to cut accounts-receivable timelines in half, a benefit demonstrated by clients such as Barings, who reported reducing their fee-processing cycle from eight weeks to four. By consolidating billing, data validations, and revenue tracking into a unified 360-degree dashboard, Revport gives CFOs and finance teams full visibility over revenue flows, cost allocations, and exceptions. This enhances not only accuracy but also decision-making around profitability and operational efficiency. The platform includes built-in business intelligence, simple exception handling, and flexible deployment through SaaS or managed services.

Pros & Cons

What users like
  • +Significantly reduces manual financial processing
  • +Speeds up cash collection and accounts receivable
  • +Supports highly complex fee models used by large institutions
  • +Improves accuracy through automated rules
  • +Provides strong visibility and reporting for CFOs and finance teams
What users flag
  • Requires onboarding time to align existing processes
  • May feel complex for small organizations with simple billing needs
  • Integration with legacy systems may require additional support

Features

Key features

Automated Billing – Handles complex fee models without manual calculations
Revenue Sharing Engine – Distributes fees accurately across partners and entities
Accrual & Reversal Automation – Ensures financial events are recorded and corrected on schedule
Invoice Management – Generates, validates, and tracks invoices efficiently
360° Financial Visibility – Gives full oversight of revenue, expenses, and exceptions
Analytics & Reporting – Provides insights for forecasting and performance tracking
Workflow Automation – Reduces bottlenecks by automating approval and exception processes

Additional features

Billing Automation – Supports tiered fees, performance fees, and complex rules
Real-Time Processing – Updates revenue and expense calculations as data flows in
Partner Revenue Sharing – Manages distributor, broker, or advisor splits
Accrual Management – Automates accruals, reversals, and adjustments
Invoice Creation – Builds invoices from validated data
Invoice Validation – Ensures accuracy before issuing and posting
Central Dashboard – Shows all billing operations in one view
Audit Tracking – Logs every change for compliance and transparency
Exception Management – Flags anomalies and assists dispute resolution
Rules-Based Configuration – Allows flexible setup for unique fee structures
Advanced Analytics – Provides BI tools for trend analysis and forecasting
Multi-Currency Support – Handles global operations with currency variations
Multi-Entity Support – Operates across multiple funds or business units
System Integrations – Connects with upstream/downstream financial systems
SaaS & Managed Service – Offers cloud or outsourced operations models
User Access Control – Protects data with role-specific permissions
API & Data Import/Export – Enables smooth data exchange with other platforms

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
5
Interface languages
16
Billing currencies

Interface languages

EnglishFrenchGermanItalianSpanish

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇨🇦CAD🇦🇺AUD🇨🇭CHF🇸🇪SEK🇳🇴NOK🇩🇰DKK🇭🇰HKD🇸🇬SGD🇨🇳CNY🇮🇳INR🇰🇷KRW🇿🇦ZAR

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