Abrigo TPG Software vs Broadridge Investment Accounting
Abrigo TPG Software
abrigo.comBroadridge Investment Accounting
broadridge.comSide by side
| Figure | Abrigo TPG Software | Broadridge Investment Accounting |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 0 | 1 |
| Spec score · Investment Accounting Software | 7.8 (#8) | 7.8 (#10) |
| Headquarters | Austin, Texas, United States | Lake Success, New York, United States |
| Purpose | Abrigo TPG streamlines investment accounting, management, reporting, and compliance for banks, credit unions, and other organizations. | Broadridge Investment Accounting manages and administers institutional investment funds. |
| Reporting | Portfolio Genius supports filtered and date-parameterized reports, batches, consolidated results, and custom reports; its Report Manager uses Crystal Reports as the primary report writer. | It provides real-time business intelligence reporting and analytics for investment organizations. |
| Security | Abrigo says its information security program aligns with FFIEC guidelines, hosted clients receive ongoing system and security monitoring, and its architecture uses layered protections. | The iPAS participant portal uses multiple layers of security and is fully integrated with Broadridge Investment Accounting in real time. |
Plans
Broadridge Investment Accounting
- Broadridge Investment AccountingPriced on request
In their own words
Abrigo TPG Software
Abrigo TPG Software is investment accounting and portfolio management software for financial institutions. It handles fixed-income assets and liabilities, including money markets, bonds, mortgage-backed securities and structured notes, with accounting, analysis, reporting and compliance reporting. Users can enter trades manually or import spreadsheets, then view holdings, positions and exposures in real time. Supported derivatives include interest-rate swaps, swaptions, options, forwards and futures with industry-compliant calculations. Deployment is cloud-hosted or on-premises. Optional ePortfolio gives clients online transaction entry, pledge updates and reporting. Listed integrations include Bloomberg, ICE, JPMorgan Pricing Direct, Yield Book, Intex, ZM Financial Systems and R2Metrics, plus custodial, general-ledger, ALM, DTCC, warehouse and access-management interfaces. Reports can be filtered, date-parameterized, batched, consolidated or customized through Report Manager and Crystal Reports. Configurable access and auditing controls are listed. Abrigo cites FFIEC alignment, SOC 1 Type 2 and SOC 2 Type 2 documentation, and backup replication across redundant facilities. Pricing is on request.
Broadridge Investment Accounting
Broadridge Investment Accounting is a web platform for administering institutional investment funds and supporting investment management and fiduciary responsibilities. It combines data management, accounting, and reporting, including portfolio accounting, investment and cash management, financial data management, collateral management, and an investment general ledger. The platform supports local government investment pools, commingled funds, and short-term investment fund management. Compliance and risk management accompany real-time business intelligence reporting and analytics. Data functions include aggregation across asset classes, market and reference data management, and automated corporate actions, pricing, and security master processes. Workflow automation and straight-through processing span front, middle, and back offices. Broadridge describes accounting teams maintaining an actionable book of record under industry standards and client-specific service-level agreements. Optional iPAS gives authorized participants online access to balances, statements, confirmations, deposits, withdrawals, and transfers, with configurable limits, approvals, and permissions.