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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.

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PRIVATE DEBT

SENTRY PM FOR PRIVATE DEBT

Drive Operational Scalability

As private debt and direct lending expand, fund managers require robust infrastructure and processes to effectively scale their businesses. With increasing demands for transparency from investors and regulators, Sentry PM addresses the need for strong operational controls. Our purpose-built solution provides a fast, flexible, and dynamic web-based interface, fully integrating front-, middle-, and back-office functions to drive efficiency.

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 CLOs

Support Portfolio Growth

Enhance your CLO operations with Sentry PM’s comprehensive suite, simplifying management from analysis to administration. Our award-winning, fully integrated platform unites efforts firm-wide, delivering clear insights and efficient processes to meet regulatory requirements and investor expectations. Seamlessly manage the entire investment lifecycle with a system designed to grow alongside your portfolio.

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
CLO Managers

SENTRY RESEARCH MANAGER

Empower Credit Research

Sentry Research Manager enhances credit research by centralizing data and streamlining workflows, enabling faster, more informed investment decisions. By fostering collaboration and maintaining thorough financial oversight, it ensures excellence in reporting and strategic planning. Leverage comprehensive scenario and trend analysis to guide investment strategies with precision and improved outcomes.


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

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Want to speak with a sales representative?

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