# Sentry PM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Sentry PM Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/117912/Sentry-PM --- # Sentry PM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $35000 Flat Rate, Per Month Free trial not available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.clearstructure.com/&name=Sentry PM) ## 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. [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting Price $35000 Flat Rate, Per Month Starting Price $24000 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (251) Value For Money 0.0 (0) Value For Money 4.1 (241) Customer Service 0.0 (0) Customer Service 4.5 (247) ## Sentry PM alternatives [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [TrendSpider](https://www.capterra.com/p/10001451/TrendSpider/) [4.6 (13)](https://www.capterra.com/p/10001451/TrendSpider/#reviews) Starting price $107.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10001451/TrendSpider/) [Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) Starting price $1.00 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/67068/Dynamo/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Compare key metrics for the business against prominent players in the industry Purchase and track both bonds and stocks in the portfolio Manage contact details and communication with clients Track and trade contracts to transact in tangible goods at a certain price in the future Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Designed for Hedge Funds Manage allocation and performance of financial assets Centralized accounting record which tracks all financial transactions Manage and handle financial assets as well as other investments. Compile and report on all investor activities Monitor and analyze the performance and status of a server or system/application A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Tracking and logging the performance, risks, gains and losses of investments Measure and assess the performance of investments Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Active reporting of data and metrics 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 Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)