ClearStructure Financial Technology, A Broadridge Company
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Overview
Company Profile
ClearStructure Financial Technology, A Broadridge Company, was founded in 1999 in Danbury, Connecticut by a team of IT professionals at Atlantic Asset Management (AAM). While at AAM this group developed a portfolio management system, called Sentry, to assist AAM in the management and operational tasks in managing over $5 billion in fixed income and structured finance accounts. After receiving significant interest from the marketplace, the group officially separated from AAM and established a new technology firm called Atlantic Information Services (later renamed ClearStructure Financial Technology) to continue the development and marketing of Sentry.
Over the next five years ClearStructure was focused primarily on the structured finance space and experienced significant growth in the CDO/CLO area. By ensuring the system keep up with the ever-changing market and provided investment managers unmatched functionality, ClearStructure established itself as one of the top players in structured finance technology. In 2005, recognizing the paradigm shift occurring in technology from client-server to web-based technology, ClearStructure rewrote the Sentry application from scratch focusing on providing a front-to-back office portfolio management system with all of the functionality of the legacy Sentry system but capitalizing on the technological advantages of the web.
Today ClearStructure is a Broadridge Company. Our clients number among the largest and most well-respected financial institutions in the world. We continue to utilize our more than 10 years of direct experience as a firm serving financial professionals to deliver products which emphasize flexibility, integration and automation. Our clients choose Sentry systems because we are committed to providing our clients with financial systems that help them work smarter and more efficiently. Contact us today to find out how we can do the same for you.
