MUFG Investor Services Selects Broadridge for Sophisticated Loan Tracking and Reporting Technology

New York - 20 July 2020

Broadridge Financial Solutions, Inc., a global Fintech leader, announces that MUFG Investor Services, an industry leader in administration, asset servicing, banking and fund financing, has selected Broadridge’s Sentry loan tracking and reporting technology to service its clients in the private debt space.


With recent growth in the private debt, private credit and direct lending market, and the growing demand for software capable of administering and handling loans, MUFG Investor Services has chosen to partner with Broadridge to implement its Sentry Loan Portfolio Management system. This web-based system, which Broadridge added to its solution set with its acquisition of ClearStructure Financial technology, allows MUFG Investor Services to manage all aspects of its loan administration and service clients in a more efficient way.


“The private debt business is experiencing tremendous growth right now among middle markets and smaller firms, and we want to have a platform that caters to the needs of this thriving business,” said Treabhor Mac Eochaidh, head of Debt Services at MUFG Investor Services. “By adopting Broadridge’s system, we’re tapping into the most comprehensive and flexible loan system on the market and expanding our offerings to meet the evolving needs of our clients.”


“The Sentry solution is designed to address front-, middle- and back-office functionality, and positions firms for the future with optimal transparency and efficiency,” said Eric Bernstein, Broadridge’s president of Asset Management Solutions. “In working with the Sentry system, MUFG Investor Services will be better able to streamline its processes and address the current demands of private debt funds.”


Besides managing day-to-day loan administration, the Sentry Loan Portfolio Management system allows users to monitor compliance issues and reconcile and aggregate data to streamline or automate processes.

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