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Amid this period of unprecedented change, with the potential for further market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.
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About Broadridge

Portfolio Management for Private Debt

Designed for Private Debt, adaptable to any workflow

Portfolio Management for private debt that streamlines research to origination to administration and reporting supporting the entire investment lifecycle.

Simplify and unite the front, middle and back offices with one integrated system

The award-winning private debt software and direct lending solution enables your team to adjust to client workflows, update in real time, and scale as you grow. Power greater insight into investment composition and lowers operational risk.

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Manage deal pipelines and borrower financials
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Automate invoices, statements and notices
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Loan covenant maintenance and compliance
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Analyze risk and return scenarios
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Aggregate data across strategies, portfolios and assets
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Focus on performance with Managed Services

Streamline the process from research to origination to administration and reporting.

Compliance

Compliance

Pre/Post trade asset, fund and firm-wide compliance testing, auditing & reporting.

Collateral Management

Collateral Management

Store, track, and report on collateral of all varieties using the integrated Data Warehouse.

Covenant Monitoring

Covenant Monitoring

Monitor KPIs, required documents, calculate covenants, and receive automated alerts on covenant breaches.

Reconciliation

Reconciliation

Independently track and administer and compare to administrators via auto-reconciliation.

Borrower Monitoring

Borrower Monitoring

Actively track borrower data, monitor new opportunities, streamline loan origination.

Notice Management

Notice Management

Generate invoices and notices while tracking their status directly in the application.

Investment Decision Workflow

Investment Decision Workflow

Create, audit, and track custom workflows including checklists and documentation requirement.

Investment Accounting

Investment Accounting

Accounting & transaction processing for all assets also available for investor and internal reporting.

Investor Reporting

Investor Reporting

Multiple standard reports and custom report writing tool helps automate the creation of investor reports.

Portfolio Management

Portfolio Management

Configurable dashboards, detailed Profit & Loss, project cash flows w/ IRR analysis.

How We Can Help

Put our expertise to work for you

#1
Best Portfolio Management System by Alt Credit US Services Awards for 4 years in a row.
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