REVENUE AND EXPENSE MANAGEMENT Case Study: Global Asset Manager Unifies Revenue and Expense Management Process Broadridge Solution After a full needs analysis and extensive dialogue with the Broadridge team, it became clear that not only was the accounting staff spending too much time on routine billing tasks, but it was also spending weeks collecting manual reports, answering questions and providing a large sample of data to auditors to ensure consistency. The firm determined that the Broadridge Revenue/Expense Management & Fee Billing platform would be an ideal all- round solution. At its core is a robust rules-based engine capable of handling all fee types. It allows for straight- through processing for fee invoicing, accrual calculations, G/L postings and reversals. The engi

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