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Broadridge Credit Master

Credit Master provides complete trading and operational support for bank debt processing including portfolio analysis, trade capture, workflow management, global transaction entry, settlement and closing, multi-currency and P&L reporting, cash management, and document warehousing.

Credit Master operates as a standalone application or in combination with our Investment Management Solutions suite and is tightly integrated with both Advent’s Geneva® and SunGard VPM™, including complete facility setup, credit contract data, global transactions, pricing, cancel/correct processing, and detailed accounting entries.


  • LMA and LSTA standardized trading
  • Robust portfolio management tools that allow easy and flexible portfolio construction
  • Upcoming and overdue alerts for settlement, principal, or interest transactions
  • Global transaction processing and allocation
  • Multi-currency accounting with complete position and PNL reporting with detailed accrual calculations
  • Customizable trade workflow and settlement with integrated document management
  • Out-of-the-box integration with Advent’s Geneva® or SunGard VPM™ accounting platforms
  • Counterparty communication for trade confirmation and settlement
  • Automated reconciliation with prime brokers and fund administrator
  • NAV reporting and daily portfolio accounting


View other products from Broadridge Financial Solutions

Broadridge Investment Management Solutions

A Best of Suite platform to support the portfolio management, compliance and investment operations needs of the institutional and alternative investment managers.  Broadridge’s Investment Management Solutions offers an integrated front, middle- and back-office platform, to hedge funds, asset managers, fund administrators and prime brokers. Over 250 global clients leverage the Broadridge Investment Management platform to …

Broadridge Securities Lending & Repo Solution

The Broadridge Securities Finance product suite provides an integrated front to back office solution for borrowing, lending, repo and collateral management across the equity and fixed income markets on an agency or principal basis. A flexible solution for the smallest direct lender to the global custodian, broker or intermediary.

Broadridge Operational Control

Our Reconciliation suite of software has been designed using the latest Business Process Management (BPM) technology to improve business performance across complex workflows, streamlining operations and improving STP rates across single or multiple lines of business. Highlights  Leverage existing IT infrastructure while enhancing with the latest technological developments Use flexible workflow and modeling features to …