broadridge · FinOps Profile

Broadridge Finops

FOCUS-aligned FinOps for Broadridge: enterprise platform subscriptions across Wealth Operations, Asset Management / Galaxia Fund Data, and Investor Communications. Pricing is contracted per platform subscription and tied to accounts, AUM, and communications volume; APIs ship with the underlying platform rather than being separately metered.

Broadridge Finops is the FinOps profile for broadridge on the APIs.io network, aligned with the FinOps Foundation Framework.

It defines 5 billable meters, billed in USD, on a monthly cycle, and pricing category enterprise subscription + volume.

The profile maps 8 FOCUS columns for cost-allocation reporting.

Tagged areas include Financial Services, Wealth Management, Asset Management, Investor Communications, and Regulatory Reporting.

Category: Financial Services Technology Pricing: Enterprise Subscription + Volume Billing: Monthly FOCUS v1.3
Financial ServicesWealth ManagementAsset ManagementInvestor CommunicationsRegulatory ReportingFinOpsFOCUS

Framework Alignment

Framework
Data Spec

Charge Categories

PurchaseUsageTaxAdjustment

FOCUS Columns

BillingCurrency
USD
InvoiceIssuerName
Broadridge Financial Solutions, Inc.
PricingCategory
Standard
PricingUnit
subscription-month
ProviderName
Broadridge
PublisherName
Broadridge Financial Solutions, Inc.
ServiceCategory
Financial Services Technology
ServiceName
Broadridge

Meters

platform_subscription
Unit: month
Monthly subscription fee for the contracted Broadridge platform module.
accounts
Unit: account
Number of accounts under management on the Wealth Operations / clearing platform.
aum
Unit: currency
Assets Under Management used as a billing dimension for asset-management modules.
investor_communications
Unit: communication
Investor communications (proxy, regulatory, statements) processed.
fund_data_records
Unit: record
Galaxia fund-data records distributed for regulatory reporting.

Sources