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Our Mission

At ClearStructure, we make it our business to understand and support yours. Some underlying philosophies drive both our technology and our people:

Technology that empowers the professional

Our web-based portfolio management technology is designed to empower our clients – and the humans behind them. It features a sleek user experience that’s accessible anywhere in the world. The design is simple, but the impact is impressive: Our customized suite of products helps investment professionals automate, simplify and streamline their work.

Unlock transparency and the power of interconnectivity

ClearStructure Sentry’s scalable technology unites front-, middle- and back-end processes, boosting efficiency and transparency for portfolio managers. Eliminate unnecessary repetition or overlap of capabilities via disparate systems, thus reducing cost of ownership and human error. Experience a more unified business internally, and gain access to better-organized data.

Solutions backed by industry knowledge and exceptional service

We make it our business to understand and support yours. With buy-side technology solutions designed to meet the needs of different institution types, we invest in the right education, tools and talent to understand how changes in market conditions impact our clients. We put that knowledge to work, backing our platform with white-glove service