Explore our insights by topic:
Additional Broadridge resources:
View our Contact Us page for additional information.
One of our sales representatives will email you about your submission.
Welcome back, {firstName lastName}.
Not {firstName}? Clear the form.
Want to speak with a sales representative?
Your sales rep submission has been received. One of our sales representatives will contact you soon.
A portfolio management solution purpose-built to help CLO managers make better investment decisions supporting the entire investment lifecycle.
Built to help CLO Managers make better investment decisions
Streamline the process from research to origination to administration and reporting.
![]() |
Dynamic Waterfall Each CLO is modeled according to the Indenture, including dynamic cures, haircuts, rating derivations and hurdle rates. |
![]() |
Pre-Trade Compliance Quickly run hypothetical trade scenarios, including single or multiple trades, to determine the impact of each asset against the compliance rules. |
![]() |
CLO Compliance Track and report on daily compliance status, including collateral quality, portfolio limitation and other tests. |
![]() |
Scenario Analysis Run analysis on each CLO to learn how the deal will perform under various scenarios. |
![]() |
Max Investment Amount Quickly determine the maximum amount a CLO can buy of an asset before tripping compliance tests. |
![]() |
Investment Accounting Accounting & transaction processing for all assets, as well as for investor and internal reporting. |
![]() |
Reconciliation Independently track and administer and compare to trustees/admins via auto-reconciliation. |
![]() |
Reporting Multiple standard reports and a custom report writing tool help to automate report creation. |
![]() |
Investment Decision Workflow Create, audit, and track custom workflows, including checklists and documentation requirements. |
![]() |
Portfolio Management Configurable dashboards featuring deal performance, projected cash flows, deal details (O/C, I/C, WARF, etc.) |
Enhance and simplify portfolio management