Equities

Although equities are one of the most common asset types, the strategic management of this asset class differs greatly among various equity fund managers. Despite these differences, all managers need quick access to a wealth of analytical and asset level data but cannot afford the operational inefficiencies introduced by disparate systems or complex spreadsheets.

Through the use of Sentry PM, Equity Managers can customize our system to quickly access the data and information they need and build workflows and reports specific to their operation and the equity asset class.

Some of the equity related products covered:

  • Preferred Stock
  • Common Stock
  • ETFs
  • Funds
  • CFDs
  • Indexes
  • Stock Loans
  • Equity Options
  • Warrants
  • Reverse Convertibles
  • Step-up Accumulators
  • Equity Swaps
  • Stock Index Futures
  • and more

Find out more

Contact us today to arrange a demo of our equity functionality and to see how we can improve your data access, streamline your operations, and provide a platform on which your business can grow.