Maintenance & Additional Services

Many clients post conversion require advisory assistance and/or production support in the form of tactical-to-strategic plans that both identify the client’s exposure and provides resolution paths to strengthen controls and efficiencies not properly focused on during the implementation of Broadridge’s back office systems.

VirtusaPolaris' offerings include advisory assistance, analysis and execution of client initiatives that manifest outside of Broadridge’s system such as:

Post-Conversion Clean Up Support

  • Exception Management – Aged exceptions/ breaks identification and clearance (DGE/Impact-to-Impact)
  • Operational Controls – Cash management and depository reconciliations (Bony/DTC/Euro Clear)
  • Product Controls – Front to back and system to system recons (Management Reports-to-Sub Ledger-to-GL)
  • Financial Controls – Financial reporting and general ledger validation (Profitability analysis / Regulatory Reporting)
  • Reference Data Maintenance – New accounts, portfolios, fails and related static data elements

Management Dash boarding & BI Solutions

  • Tabulating, collecting and storage of quantitative figures to measure exposure
  • Dashboarding – Providing senior management with timely and efficient monitoring tools

Operational Efficiency Services

  • Organizational alignment and roles /responsibilities assessments versus Industry Org Structures.
  • Targeted operating models for a Broadridge infrastructure

Technical Analysis & Data Management

  • VirtusaPolaris provides financial data mapping services from Broadridge to downstream platforms to deliver seamless execution of regulatory, risk, and financial reporting requirements