In the US, call +1 203 205 2700 In the UK, call +44 (20) 37256007

Built by asset managers for asset managers, Sentry is all about adaptability. The platform has the flexibility to adjust to a client’s workflows, adapt to market innovation — all while providing asset managers full, secure access to their data.

We understand the landscape and continually improve Sentry to best support asset managers; this frees them up to focus on complying with new risk requirements, and greater insight for investors. Not only do we make things simpler for managers, but we help them reduce costs and eliminate duplication of work by multiple systems or vendors.

Technology is ever-changing, and so are we. Our modular, web-based platform means that we can adjust to client workflow, update in real time, adapt to multiple asset classes, and scale with you as you grow.

Other features include:

True multi-asset class support -- spanning equities, fixed income, structured finance, bank loans, private loans, direct lending, FX and derivatives.
Pipeline, order management and trading -- manage the order/trade lifecycle from idea to execution
Workflow management and automation
Data aggregation and deployment -- don’t just store data; deploy it to make informed decisions
Loan management across portfolios
Performance measurement and attribution -- with both time- and money-weighted returns
A comprehensive compliance engine -- pre- and post-trade, with real-time alerts and historical audits built in
Reconciliation
Real-time reporting -- featuring P&L across holdings, project cash flow for each asset, net asset value, and investor holdings and transactions