Sentry PM™ – Portfolio Management System
Used by top investment firms throughout the world, Sentry PM™ delivers the efficiency and transparency you need from your portfolio management system.
Sentry PM™ Featured Functionality:
- Customizable workflows and configurable dashboards
- Multi-currency and cross-asset coverage (fixed income, equities, syndicated loans and more)
- Powerful drag and drop reporting tools
- Auto-reconciliation, trade delivery and data setup available from multiple providers
- Granular user permission views at both the user and group level
- Option to host on our secure servers or install locally
Complete Front-to-Back Office Functionality
In Sentry PM™, each of the modules is fully integrated with the rest of the system. This connectivity means the operation between front, middle, and back office is completely seamless and, therefore, allows for a true STP solution. In addition, Sentry PM’s flexible architecture allows it to be equally effective as a standalone product or easily integrated with other systems through our powerful API.
Flexible Architecture, Web-based Technology
Throughout the Sentry application we’ve designed screens, dashboards and functionality which can be tailored by each user. This flexibility means users see what is important to them, making the system easier to navigate and provides a robust user-experience.
In addition, since Sentry PM is web-based users only need a web browser to access the application meaning access anywhere, anytime. Whether you choose to use our Sentry Cloud™ hosting service or host Sentry internally, maintenance is a fraction of the cost of traditional client server systems.
Best of all, Sentry’s web-based architecture technology means our portfolio management system is built to scale. As several older technologies are becoming cumbersome and obsolete, Sentry continues to take advantage of the best web technology has to offer.
