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 provider
  • Granular user permission views at both the user and group levels
  • Option to host on our secure servers or install locally


Request a demo

Contact us today to find out how Sentry PM™ can work for you