Sentry PM
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.
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.
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.
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
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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.
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.
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.
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
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
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.
Key Features
Sentry PM™
Sentry PM™ is the foundation of the Sentry product suite for buy-side managers. Portfolio Manager™ is a real-time transaction-based portfolio management tool offering real-time views and reporting on P&L, fund performance, and risk exposures. Additional features include flexible trade capture, multi-currency cross-asset position management, customizable dashboards, an extensive library of reports, auto-reconciliation with service providers, and a variety of additional tools. With Sentry PM’s tools, portfolio managers are able to make real-time decisions with the confidence of up-to-the-minute position and performance numbers.
Features Include:
- Real-time Profit & Loss
- Cash Management
- Automatic Reconciliation
- Performance Measurement and Attribution
- Flexible Fund Hierarchy
- Drag & Drop Reporting
- Workflow Engine & Scheduler
- Automatic data feeds and corporate action processing
- Full user permission and auditing
Key Benefits
Key Benefits:
- Fully integrated with other Sentry modules so no need to duplicate work
- Choose from the user-friendly interface or a series of automation options including direct links with your administrator, trustee or prime brokers (multi-prime reconciliation)
- The integrated internal OMS and trade capture features provides users order entry, allocation and trade routing via FIX or other protocol
- Sentry’s powerful reporting engine provides the end-user with a library of predefined reports and the ability to create custom reports with access to any data point within the system
- Drag-and-drop reporting tool with a built-in scheduler to ensure data is delivered when and where users need
- Flexible hierarchy system allows users to attach fund strategies to a trade, which can then be aggregated, viewed and reported on multiple levels
- Powerful time-series, user-defined field (UDF) system allows end-users to create their own fields and track unlimited data within the application.
- Subscribe to events in Sentry so users are notified via SMS or Email when these events occur (ratings changes, pricing thresholds, trade, etc.)
- Build, track and report on workflows to help streamline processes, schedule data jobs and more
To find out more about Sentry PM, please contact us today to schedule a demo.