--- title: "Broadridge Investment Accounting Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Broadridge Investment Accounting Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/131019/QED/" page_type: "product" language: "en" --- # Broadridge Investment Accounting Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Broadridge Investment Accounting ## What is Broadridge Investment Accounting? Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, compliance, fiduciary oversight and other critical investment management functions. Our award-winning solution includes a global asset class, multi currency, real-time platform with professional accounting services to produce your investment book of record. ## What is Broadridge Investment Accounting used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $20000 Per Feature, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Broadridge Investment Accounting?[Manage this product listing](https://www.g2.com/products/broadridge-investment-accounting/claim_requests/new?auto=true) ## Broadridge Investment Accounting Overview Updated September 2026 AI summary Broadridge Investment Accounting offers small and midsize businesses tools for managing investments, tracking performance, and handling risk within a single platform. Covering features such as benchmarking, client management, bonds and stocks tracking, and performance metrics, it also includes optional capabilities like fund and order management, API integration, and accounting, and is available via cloud or Windows deployment. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Broadridge Investment Accounting 0.0 VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $20000 Per Feature, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (278) Value For Money 0.0 (0) Value For Money 3.8 (266) Customer Service 0.0 (0) Customer Service 4.1 (273) ## Broadridge Investment Accounting alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.2 (22)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 77% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) ## FAQs about Broadridge Investment Accounting Overview ### What company size and specific industries is Broadridge Investment Accounting built for? Broadridge Investment Accounting is designed for public institutions, plan sponsors, asset managers, and family offices. It fits organizations in financial services and investment management that need accounting support for complex portfolios and reporting needs, making it suitable for mid-sized to enterprise-level firms and institutional investment groups. Features and Usability ### What are the key features of Broadridge Investment Accounting? Broadridge Investment Accounting includes API access, accounting, and investments tracking for portfolio data and transaction records. It also offers order management, fund management, and client management, plus benchmarking, performance metrics, and risk management. The platform covers bonds/stocks and commodity futures for broader investment accounting workflows. Getting Started and Support ### What training and onboarding options does Broadridge Investment Accounting offer? Broadridge Investment Accounting provides in person training, live online sessions, and documentation to help teams get started. In person training supports face-to-face guidance, live online sessions allow remote instruction, and documentation offers written reference material for setup and ongoing use. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Broadridge Investment Accounting supports **Performance Metrics** and **Investments Tracking**, giving teams the tools to monitor portfolio results and keep close watch over holdings and activity. However, it does not offer **Reporting/Analytics**. Instead, it provides **Benchmarking** (**38%**), which can help firms compare portfolio performance against relevant standards and evaluate results more effectively, helping businesses make better investment decisions and track portfolio progress with greater confidence. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. API Application programming interface that allows for integration with other systems/databases Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Client Management Manage contact details and communication with clients Commodity Futures Track and trade contracts to transact in tangible goods at a certain price in the future Broadridge Investment Accounting 11 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Management: Manage contact details and communication with clients - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- ## Pricing Basic $20,000 Per Feature,Per Year ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.