Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge

Sentry PM: Market-leading Portfolio Management Technology for Private Markets

Broadridge empowers asset managers and alternative funds with front-to-back cloud-based solutions for private debt, loans and CLOs.

Purpose-built technology to streamline important activities, including portfolio management, research, origination, trading and compliance. Create optimum investment workflow efficiencies for portfolio managers, investment analysts, risk professionals, and operations teams.

CONTACT US

PRIVATE DEBT

SENTRY PM FOR PRIVATE DEBT

Better Informed Decisions

With the continued expansion of private debt and direct lending, fund managers need the proper infrastructure and processes to scale their businesses. Demands for transparency from investors and regulators require lenders to demonstrate robust operational controls. Sentry PM offers a fast, flexible, and dynamic web-based solution with fully integrated front-, middle- and back-office functionality.

Use custom dashboards to view key performance indicators of the fund, including compositions, segments, performance, etc. as of point in time or over definable periods

SEE OUR PRIVATE DEBT SOLUTION
CLO Managers

SENTRY PM FOR CLO’S

Tools That Streamline

The market demands greater insight into CLO investment composition and internal operations. From portfolio management to research, trading and compliance, Sentry PM offers a powerful suite of solutions that are built to help CLO Managers make better investment decisions. Sentry supports all types of CLO assets and unites the front, middle and back offices with one interconnected system.

View the latest Par Value, Quality, Concentration Limitations, and other key values and balances in custom dashboards with drilldowns, filters, and conditional formatting

SEE OUR CLO SOLUTION

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC