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