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What is Broadridge 15(c) Board Reporting?

Equip your board of directors with customized and precise reporting that supports their fiduciary duties effectively. By harnessing Broadridge data, you can unlock essential insights into competitors, facilitating the creation of more accurate peer groups and deepening your grasp of fund industry dynamics, which can strategically position your funds for potential fee increases. Gain access to extensive details regarding fund performance, portfolio compositions, and expense metrics that adhere to regulatory standards for board reporting. Tailored peer group analysis allows you to identify strategies for enhancing profit margins and achieving optimal growth. The fusion of customization with unmatched expertise culminates in exceptional board reporting. Our consulting teams utilize data from Morningstar, Lipper, and our exclusive Broadridge sources to provide broad coverage of fund expenses, performance, and portfolios, enabling the creation of unique peer groups aligned with your specific requirements. By integrating these valuable insights, we can identify industry trends, resulting in board reports characterized by professionalism and depth. Partnering with leading industry data providers, Broadridge guarantees that clients receive meticulously verified data from firms, improving the quality and reliability of your reports. This all-encompassing strategy empowers your board to make well-informed decisions that can greatly influence your organization's overall success, ensuring that they are equipped to navigate the complexities of the financial landscape effectively. Ultimately, this level of reporting not only facilitates compliance but also fosters an environment where strategic growth can thrive.

What is Augmeta?

Augmeta's flexible AI companion can bridge product and engineering gaps, significantly amplifying your team's effectiveness at a reduced expense. Collaborate with these AI partners to access verified strategies, frameworks, and insights that enhance your product management and engineering efforts. You have the ability to design custom tasks and involve your team members, allowing you to work alongside peers who can execute these tasks on your behalf. Engaging with Augmeta peers enables seamless task execution, with results provided almost instantaneously. Each task draws from the expertise and methodologies of leading figures in product and engineering. These AI peers can adjust according to your team's unique preferences, situations, or challenges. Moreover, you can create innovative AI-driven tasks using a no-code builder, boosting your team's productivity tenfold while ensuring the solutions are tailored to your specific needs. Real-time communication with your peers is possible, no matter where you are, allowing you to share templates, best practices, and contextual information from your team. Now, with the assistance of AI peers, transforming your workflow has never been easier. Embrace the future of collaboration and efficiency with Augmeta.

Media

Media

Integrations Supported

Claude
Morningstar
OpenAI

Integrations Supported

Claude
Morningstar
OpenAI

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Broadridge

Company Location

United States

Company Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/15c-board-reporting

Company Facts

Organization Name

Augmeta

Company Location

United States

Company Website

augmeta.ai/

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

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