List of Broadridge Sentry PM Customers
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Since 2010, our global team of researchers has been studying Broadridge Sentry PM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Broadridge Sentry PM for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Broadridge Sentry PM for Portfolio and Investment Management include: The Carlyle Group, a United States based Banking and Financial Services organisation with 2300 employees and revenues of $3.40 billion, TMF Group, a Netherlands based Banking and Financial Services organisation with 9358 employees and revenues of $804.0 million, PineBridge Investments, a United States based Banking and Financial Services organisation with 700 employees and revenues of $250.0 million, Birch Grove Capital, a United States based Banking and Financial Services organisation with 30 employees and revenues of $40.0 million and many others.
Contact us if you need a completed and verified list of companies using Broadridge Sentry PM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Broadridge Sentry PM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Birch Grove Capital | Banking and Financial Services | 30 | $40M | United States | Broadridge | Broadridge Sentry PM | Portfolio and Investment Management | 2019 | n/a | In 2019, Birch Grove Capital implemented Broadridge Sentry PM to provide front-to-back portfolio and investment management for its alternative credit portfolios in the United States. The deployment positioned Broadridge Sentry PM as the firm's Portfolio and Investment Management platform to centralize portfolio-level data and support core investment administration and portfolio management functions. The implementation configured front-to-back capabilities typical of Portfolio and Investment Management solutions, including portfolio accounting, consolidated reporting and performance analytics, and trade lifecycle support to improve transparency and data access. Configuration and workflow alignment were targeted at streamlining investment administration and standardizing portfolio data flows across investment teams. Operational coverage focused on Birch Grove Capital's US alternative credit portfolios and the firm’s investment administration function, with governance adjustments to formalize data access and reporting responsibilities. The project explicitly improved transparency and faster access to portfolio-level data, streamlining investment administration to support the firm’s growth. | |
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PineBridge Investments | Banking and Financial Services | 700 | $250M | United States | Broadridge | Broadridge Sentry PM | Portfolio and Investment Management | 2019 | n/a | In 2019, PineBridge Investments implemented Broadridge Sentry PM within its Portfolio and Investment Management environment. The deployment targeted front office operational support for trading and trade support functions across its United States operations, aligning the application to the firm’s portfolio administration needs. The Broadridge Sentry PM implementation emphasized portfolio management and front office trade processing capabilities, using standard category-aligned features such as trade capture, position management, valuation feeds, and reconciliation workflow configuration. Configuration and ongoing administration were executed by the front office systems team, led by a Senior Associate, Front Office Systems Administrator, who maintained Sentry PM alongside other trading platforms. Integrations explicitly included Bloomberg AIM and BlackRock Aladdin as part of the front office toolset, enabling cross-platform trade support and reconciliation workflows between Broadridge Sentry PM and the firm’s existing trading and risk systems. Governance and operational ownership rested with the front office systems administrator and trade support teams, who handled platform administration, incident response, and runbook-driven operational processes. | |
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The Carlyle Group | Banking and Financial Services | 2300 | $3.4B | United States | Broadridge | Broadridge Sentry PM | Portfolio and Investment Management | 2023 | n/a | In 2023 The Carlyle Group implemented Broadridge Sentry PM within its Portfolio and Investment Management environment to support private credit and collateralized loan obligation portfolio management. The deployment targeted Carlyle’s Global Credit business, aligning the Broadridge Sentry PM application with finance and portfolio operations across its global operations. The implementation included a customized configuration of Broadridge Sentry PM with a focus on pipeline management workflows, trade compliance controls, and dynamic waterfall projections for CLO structures, reflecting Portfolio and Investment Management functional patterns. Operational coverage centered on deal pipeline orchestration, trade compliance enforcement and loan operations processing to enable scaled CLO issuance, and governance changes standardized portfolio operations workflows and compliance review gates to support the new platform. The Carlyle Group reported improved deal pipeline management, trade compliance and loan operations to help scale CLO issuance following the Broadridge Sentry PM rollout. | |
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Banking and Financial Services | 9358 | $804M | Netherlands | Broadridge | Broadridge Sentry PM | Portfolio and Investment Management | 2023 | n/a |
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Buyer Intent: Companies Evaluating Broadridge Sentry PM
- Bank West BnP Paribas, a France based Banking and Financial Services organization with 178000 Employees
- Regal Funds Management, a Australia based Banking and Financial Services company with 35 Employees
- Reinsurance Group of America, a United States based Insurance organization with 3900 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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