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Sentry PM
Made by Broadridge Financial Solutions
Portfolio management software for private markets investors, from Broadridge's acquisition of ClearStructure Financial Technology.
Sentry PM is a portfolio monitoring product from Broadridge Financial Solutions. Portfolio management software for private markets investors, from Broadridge's acquisition of ClearStructure Financial Technology. It is also listed under portfolio accounting. Broadridge Financial Solutions is owned by Broadridge Financial Solutions. Buyside Fintech verified that Broadridge Financial Solutions lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Broadridge Financial Solutions does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about Sentry PM appear below, and anyone at a firm that uses it can add one.
What practitioners say
Questions and notes
How Broadridge Financial Solutions describes itself
Broadridge, a global technology leader with solutions that power investing, governance, and communications for clients and the financial industry.
Broadridge Financial Solutions’s own website, read 2026-08-30
Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.