About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Broadridge Integrates Tableau with Investment Management Data Warehouse

Subscribe to our newsletter

Broadridge Financial Solutions has partnered Tableau Software to deliver enhanced analytics and visualisation capabilities to its investment management clients. The partnership integrates the Broadridge investment management data warehouse and Tableau to provide self-service access to individualised analytics, customisable digital reports and interactive dashboards.

Eric Bernstein, head of asset management solutions at Broadridge, says: “Actionable data is at the forefront of everything today. Data aggregation and normalisation is a constant pain point for the industry and getting it right for our buy-side clients is one of Broadridge’s competitive advantages. Tableau’s visual analytics platform, combined with our software, provides insights and analytics into trading, portfolio and operations data at the speed of thought.”

Some of the latest developments to the Tableau analytics platform include capabilities such as smart data recommendations powered by machine learning, and a more natural, conversational way to ask questions and gain insights from data using natural language processing.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: How to organise, integrate and structure data for successful AI

25 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes Artificial intelligence (AI) is increasingly being rolled out across financial institutions, being put to work in applications that are transforming everything from back-office data management to front-office trading platforms. The potential for AI to bring further cost-savings and operational gains are...

BLOG

Accelex Says its AI Agent Can Tame The ‘Nastiest’ Corner of Data Management

Unstructured data is the bugbear of private market data managers, but one of the latest entrant to the space claims to have a solution that can tame the “nastiest” part of data retrieval – private market fund quarterly reports. Accelex is a London-based artificial intelligence (AI) focussed FinTech that has launched a platform that can prise market-relevant...

EVENT

TradingTech Summit London

Now in its 14th year the TradingTech Summit London brings together the European trading technology capital markets industry and examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...