Sentry PM Description

Fund managers are often lacking the proper infrastructure and processes to scale up their businesses as the direct and private lending industries expand. Investors and regulators demand that lenders demonstrate transparency and have transparent processes. Sentry PM is a web-based solution that allows for quick, flexible and flexible loan management. It integrates seamlessly with the back-, middle-, and front-office functions.

Integrations

No Integrations at this time

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Company Details

Company:
ClearStructure Financial Technology
Year Founded:
1999
Headquarters:
United States
Website:
www.broadridge.com/resource/sentry-pm-portfolio-management-for-private-markets

Media

Sentry PM Screenshot 1
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Product Details

Platforms
SaaS
Customer Support
Phone Support
Online

Sentry PM Features and Options

Hedge Fund Software

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Sentry PM User Reviews

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