Broadridge Financial Solutions, Inc., a fintech company, has implemented its Sentry solution at Carlyle, an investment firm, to enhance their private credit and collateralised loan obligation (CLO) portfolio management.
Sentry, a cloud-based platform, is designed to improve efficiency in managing deal pipelines, trade compliance and loan operations.
It provides functionalities like research and pipeline management, trade compliance analysis, scenario analysis, loan administration and data aggregation.
This technology aims to streamline Carlyle’s operations across various strategies, portfolios and assets, supporting their growth in the private debt and syndicated loan markets.
Jim Keogh, managing director and head of operations for global credit, Carlyle, said, “With increased demand in credit products and ongoing growth of our product offerings, we wanted the right technology that would enable us to scale up and achieve a platform approach.
“Sentry has smoothly integrated with our technology stack and provides functionality that will improve our capabilities as we grow.”
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