Team VirtusaPolaris has played key roles on over 20 Broadridge Implementations in the past ten years. We offer Project Management supplemented with a support team of seasoned SME’s and BA’s


Drive/lead the engagement on behalf of the client, working closely with Broadridge to evaluate requirements and provide a roadmap to a successful conversion in areas of:
  • System reengineering and/or implementation
  • Realignment of work streams to meet future state functionality
  • Recommendations of best practice modules
  • Enhancement of control processes

System Configuration

While design and configuration is customizable, our approach builds around those foundational Broadridge data elements that intertwine between various lines of business.
  • Security, Skeleton management and routing.
  • Accounting code assignment and Chart of accounts mapping
  • Trader configuration and cost center assignment
  • Counterparty setup and maintenance
  • Customer segregation
  • Open item, Task common, & B1 settings


  • Train the trainer
  • Specific Line of Business training in preparation for UAT and Pre-Production Testing.
  • Global Client Training classes


Standard testing cycles are:

  • Functional Testing
  • Unit Testing
  • User Acceptance Testing
  • Pre-Production / Mocks


VirtusaPolaris' consultants will partner with Broadridge to review the go-live criteria and assess the conversion’s readiness thru:
  • Conversion Plan Oversight / Management
  • Conversion Assessment