Broadridge Cash Management

Broadridge Cash Management

Broadridge Financial Solutions
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About

Automate cash management and provide real-time access to cash flows and visibility to global positions. Our solution enables cash managers to manage their business more efficiently while reducing risk and costs related to manual cash activities and growing volumes. Optimize cash flow and use of capital with intraday, real-time aggregation and visibility to cash activities and position across business entities. Manage risk and credit exposures and optimize use of cash by identifying and prioritizing obligations, payment and timing of outflows. Learn how Broadridge's integrated technology solutions can save your asset management company time and money—so you can focus on your clients rather than your management technology. Revport provides a 360-degree view of fee and billing cycles, providing you with greater control over reconciliations, fund budgeting and expenses, and data-driven forecasting.

About

Obol is an AI-powered cash flow platform that unifies real-time cash data, forecasting, and reporting into one streamlined workspace. Finance teams can instantly connect their banks and tools to gain live visibility across accounts, currencies, and entities. Automated reporting eliminates manual spreadsheets, saving hours each week and reducing errors. Obol’s bottom-up forecasts update automatically with live financial data, giving teams the clarity to plan ahead with confidence. With scenario modeling and proactive insights, businesses can anticipate risks before they surface. Obol empowers companies to manage their entire cash lifecycle—from daily positioning to long-term planning—in one dedicated platform.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Cash managers seeking a tool to automate revenue management and billing processes

Audience

Obol is designed for founders, CFOs, and finance teams who need real-time visibility, automated reporting, and scalable cash flow management without relying on spreadsheets

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Broadridge Financial Solutions
Founded: 2007
United States
www.broadridge.com/financial-services/asset-management/institutional-investors/drive-profitability-with-automated-revenue-and-expense-management/revenue-management-and-fee-billing

Company Information

Obol
Founded: 2022
United States
www.obol.ai/

Alternatives

Broadridge Revport

Broadridge Revport

Broadridge Financial Solutions

Alternatives

Categories

Categories

Treasury Features

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

Integrations

Ally Invest
Bank of America Business Advantage
Brex
Charles Schwab
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Key@Work
NetSuite
PAM
PayPal
Payoneer
Regions Business Banking
SAP ERP
Stripe
Synchrony Payroll
TD Bank Merchant Solutions
Wells Fargo Business Checking
Workday HCM
ecotime

Integrations

Ally Invest
Bank of America Business Advantage
Brex
Charles Schwab
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Key@Work
NetSuite
PAM
PayPal
Payoneer
Regions Business Banking
SAP ERP
Stripe
Synchrony Payroll
TD Bank Merchant Solutions
Wells Fargo Business Checking
Workday HCM
ecotime
Claim Broadridge Cash Management and update features and information
Claim Broadridge Cash Management and update features and information
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