Broadridge (Sentry PM)
Front-to-back portfolio management for CLO and private credit managers
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Info
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About
Broadridge expanded its asset management platform footprint through the acquisition of ClearStructure Financial Technology, announced in 2019. The acquisition added Sentry PM capabilities focused on CLO and private debt manager operating workflows.
Sentry PM is positioned as a front-to-back-office operating platform for alternative asset managers, including private credit and CLO teams that need integrated portfolio, accounting, and operational controls.
In TrancheList context, this listing is tracked as an adjacent structured-finance operations platform rather than a pure loan-level analytics or data vendor. The ClearStructure-to-Broadridge lineage remains relevant for historical platform mapping.
Features
- + Sentry PM Platform
- + Front-to-Back Portfolio Management
- + CLO Manager Workflows
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