Today investors require more transparency and instant access to data. Providing this information in a safe and timely manner can be a challenge for any investment manager. The Sentry Portal™ is an add-on product to the Sentry PM system which provides secure client access to reports and interactive screens for investors to get timely and accurate information from their investment managers.
The Sentry Portal™ is a custom product which is configured according to the client specifications. The Portal is a mobile friendly application and is available to be skinned with the client logo or accessed from the client’s corporate website. Common options with the Portal product include Report Library, Portfolio Holdings and Overview dashboards and Transaction History.
Please contact us if you are interested in finding out more about the client portal and the functionality available.