--- title: "Sentry PM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sentry PM Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/117912/Sentry-PM/" page_type: "product" language: "en" --- # Sentry PM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) Sentry PM ## What is 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. ## What is Sentry PM used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $35000 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Sentry PM?[Manage this product listing](https://www.g2.com/products/sentry-pm/claim_requests/new?auto=true) ## Sentry PM Overview Updated August 2026 AI summary Sentry PM is an investment management platform designed for organizations of all sizes, supporting hedge funds and broader investment operations. It offers features for portfolio management, risk assessment, performance tracking, and compliance, along with tools for client management and benchmarking. Optional capabilities include fund management, accounting, audit trail, and commodity futures, all accessible via cloud-based deployment. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Sentry PM 0.0 VS. [5.0 (12)](https://www.capterra.com/p/136411/Northstar-Risk-and-Performance-Analysis-Platform/reviews/) Starting Price $35000 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.9 (12) Value For Money 0.0 (0) Value For Money 4.7 (11) Customer Service 0.0 (0) Customer Service 5.0 (12) ## Sentry PM alternatives [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting price $24000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [MetaTrader 5](https://www.capterra.com/p/230413/MetaTrader-5/) [4.4 (48)](https://www.capterra.com/p/230413/MetaTrader-5/reviews/) Starting price $2000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230413/MetaTrader-5/) [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [Pinnakl](https://www.capterra.com/p/189442/Pinnakl/) [5.0 (3)](https://www.capterra.com/p/189442/Pinnakl/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/189442/Pinnakl/) ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Sentry PM supports **Performance Metrics**, helping firms monitor results and evaluate investment outcomes over time. However, it does not include **Reporting/Analytics** or **Investments Tracking**. Instead, it offers **Portfolio Management** (**40%**) and **Benchmarking** (**38%**), which give teams other ways to organize holdings and compare performance against targets or market standards, helping businesses make more informed portfolio decisions. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Client Management Manage contact details and communication with clients Sentry PM 22 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Management: Manage contact details and communication with clients - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - For Hedge Funds: Designed for Hedge Funds - Fund Management: Manage allocation and performance of financial assets - General Ledger: Centralized accounting record which tracks all financial transactions - Investment Management: Manage and handle financial assets as well as other investments. - Investor Reporting: Compile and report on all investor activities - Performance Analysis: Monitor and analyze the performance and status of a server or system/application - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Real-Time Reporting: Active reporting of data and metrics - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- ## Pricing Basic $35,000 Flat Rate,Per Month ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.