Sentry PM Overview

Sentry PM is a sophisticated investment management software designed to assist financial professionals in managing portfolios and optimizing investment strategies. This platform provides a comprehensive suite of tools for tracking assets, analyzing performance, and generating reports on investment activities. With its user-friendly interface, users can easily access real-time data, enabling informed decision-making in dynamic market conditions. Sentry PM supports integration with various financial data sources, ensuring accurate and timely information for investment analysis. The software includes risk management features, helping organizations assess and mitigate potential risks associated with their investments. By leveraging Sentry PM, financial professionals can enhance their investment management processes, improve portfolio performance, and achieve strategic financial goals.

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Contact Details

  • Vendor Name ClearStructure Financial Technology
  • Founded 1999
  • Location United States

Support

  • 24x7 Support 24x7 Support

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Insurance, Investment Management

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Sentry PM Features

  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Portfolio Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Monitoring
  • Arrow Icon Contact Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Sentry PM Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$35000 Per Month

Sentry PM FAQs

Sentry PM is a sophisticated investment management software designed to assist financial professionals in managing portfolios and optimizing investment strategies. This platform provides a comprehensive suite of tools for tracking assets, analyzing performance, and generating reports on investment activities. With its user-friendly interface, users can easily access real-time data, enabling informed decision-making in dynamic market conditions. Sentry PM supports integration with various financial data sources, ensuring accurate and timely information for investment analysis. The software includes risk management features, helping organizations assess and mitigate potential risks associated with their investments. By leveraging Sentry PM, financial professionals can enhance their investment management processes, improve portfolio performance, and achieve strategic financial goals.

  • No, Sentry PM does not offer a free version.

  • Yes, Sentry PM offers a free trial.

  • No, Credit Card details are not required for the Sentry PM trial.

  • Sentry PM offers the following pricing plans & packages:

    Basic

    $35000 Per Month

  • Sentry PM supports the following payment frequencies:

    • Monthly Subscription

  • No, Sentry PM does not offer an API.

  • Sentry PM offers support with the following options:
    • 24x7 Support

  • Sentry PM supports the following languages:
    • English

  • Following are the typical users of the Sentry PM:
    • Self-Employed , Small-Business , Midsize-Business

  • Sentry PM supports the following deployment:
    • Cloud Hosted

  • Sentry PM supports the following devices and operating systems:
    • Web-Based