Sentry PM™ for Hedge Funds

Sentry PM provides Hedge Fund managers a true web-based portfolio management platform with real-time insight into all parts of the investment process.

At ClearStructure Financial Technology we understand the Hedge Fund market and the complex issues facing today’s Funds. Disparate systems, outdated technology and lengthy implementations are risks you cannot afford to take, especially with heightened regulatory scrutiny, increased need for transparency and the ongoing pressure to manage costs.

Featured Functionality for Hedge Funds

Sentry PM™ is the Portfolio Management System of choice with functionality that you have come to expect along with an unparalleled set of features that sets it apart. Core functionality includes:

  • Cross Asset, multi-currency platform
  • Real-time P&L
  • Customizable Dashboard views and user-defined fields
  • Reconciliation to multiple Prime Brokers
  • View aggregate position holdings with the ability to drill down to the tax-lot level detail

Changing markets require flexible systems

Hedge Fund managers pride themselves on being nimble in changing market conditions. Whether you’re a start-up in New York, a mid-size manager in Toronto or an institutional sized fund in London; utilizing dynamic systems helps drive success.

Comprehensive functionality on a scalable platform

The Sentry platform was designed with the flexibility to adjust to your workflows, the adaptability to handle market innovation, and the scalability to grow with your business. Our modular approach ensures you only take the features you need, and can add functionality as required.

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In Sentry PM each module is fully integrated to provide a comprehensive front-to-back office solution.