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.
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.
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
Empower Credit Research
View the latest Par Value, Quality, Concentration Limitations, and other key values and balances in custom dashboards with drilldowns, filters, and conditional formatting
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.
What's next for your business?
We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
Want to speak with a specialist?
North America
+1 800 353 0103(option 3)
EMEA
+44 162 591 9082
Hong Kong
+852 3004 3094
Singapore
+65 31 351 278