Broadridge Investment Accounting vs CrossVal
Broadridge Investment Accounting
broadridge.com
CrossVal
crossval.comSide by side
| Figure | Broadridge Investment Accounting | CrossVal |
|---|---|---|
| Price from | — | 550 AED/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 2 |
| Spec score · Investment Accounting Software | 7.8 (#10) | 7.9 (#6) |
| Accounting features | Capabilities include portfolio accounting, investment and cash management, financial data management, collateral management and an investment general ledger. | The platform includes AI bookkeeping, bank reconciliation, VAT filing, corporate tax preparation, and financial reporting. |
| Founded | 2007 | 2022 |
| Headquarters | Lake Success, New York, United States | Dubai, United Arab Emirates |
| Purpose | Broadridge Investment Accounting manages and administers institutional investment funds. | CrossVal automates cash visibility and financial operations for businesses in the UAE and wider region. |
| Security | The iPAS participant portal uses multiple layers of security and is fully integrated with Broadridge Investment Accounting in real time. | CrossVal says customer data is stored in AWS and MongoDB with encryption, role-based access controls, backups, and security updates. |
Plans
Broadridge Investment Accounting
- Broadridge Investment AccountingPriced on request
In their own words
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.