Close

The right insights, right now

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

About Broadridge

Private Debt Firm Upgrades Loan Tracking Platform

Portfolio solution facilitates growth with streamlined private debt process, from origination to administration and reporting.

Client Overview

  • Private Debt / Business Development Corp (BDC)
  • AUM: $1.3+ billion
  • North America
  • Runs two BDCs

Problems Faced

Replace an outdated credit solution that was clunky, outdated, and required a lot of manual work to update. Lacked a user-friendly portfolio management system for loan tracking, reporting and dashboarding. The inefficiency of the solution was an impediment to the growth of the firm.

Broadridge Solution

Simplify and unite the front, middle and back offices with one integrated system. The client wanted our core loan tracking capabilities and notices/invoicing functionality. Ease of use was an important factor in their decision.

Portfolio Management for Private Debt

  • Research & underwriting
  • Covenant monitoring
  • Analyse cash flow projections for loans and funds
  • Aggregate third-party data in the data warehouse
  • Loan management – invoices, investor statements and notices
  • Process management to streamline approvals

Why Broadridge

  • Selected Broadridge due to our industry expertise with BDCs in syndicated loans and direct lending.
  • Referred to us by another BDC that faced similar challenges.
  • Considered internally building their own solution until they saw the Broadridge solution.

Client Results

  • The client streamlined the research process, from origination to administration and reporting.
  • Strengthened loan covenant maintenance and compliance, including KPIs, required documents, calculations, and breaches.
  • Enabled a comprehensive workflow to review borrowers, actively tracks borrower data, and monitor new opportunities.

Learn more about our portfolio management 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