ClearStructure Financial Technology

Sentry PM

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
  • Deployment
    Cloud, SaaS, Web
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • ClearStructure Financial Technology
  • Founded 1999
  • United States

About Sentry PM

For buy side management we offer Sentry PM, a cross-asset portfolio management suite of products. Sentry PM is a complete front-to-back office platform. Sentry PM was built on a flexible architecture, which allows it to be equally effective as a standalone product or easily integrated with other systems through our powerful API. This flexibility, coupled with the system's broad and robust functionality, delivers a highly focused set of features for investment management firms of all types.

Spotlight media placeholder

Sentry PM Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

Sentry PM Reviews

No reviews, be the first!