Sentry PM

Sentry PM

Sentry PM streamlines operations for private debt and CLO fund managers, offering a dynamic web-based interface that integrates front-, middle-, and back-office functions. With customizable dashboards, users can easily track key performance metrics, ensuring transparency and efficiency while meeting the evolving demands of investors and regulators effectively.

Top Sentry PM Alternatives

1

Nirvana Enterprise

Revolutionizing investment workflows, Nirvana Enterprise offers a cloud-based investment management software that integrates front, middle, and back-office functions.

By: Nirvana Solutions From United States
2

The Imagine Trading System

This advanced investment management software streamlines portfolio oversight, allowing teams to manage complex multi-asset portfolios with ease.

By: Imagine Software From United States
3

PowerBroker

PowerBroker streamlines operational processes for mutual and alternative fund types, including interval and tender-offer products.

By: Envision Financial Systems From United States
4

FundManager io

This innovative platform enables users to seamlessly manage investor communications, execute investment transactions, and oversee fund operations.

By: BaseVenture From United States
5

NorthPoint IMS

Offering scalable compliance, risk, and technology solutions, NorthPoint IMS empowers financial services firms to navigate regulatory complexities with confidence.

By: ACA Compliance Group From United States
6

Cogency

This investment management software revolutionizes data integration and collaboration for investment firms.

By: Cogency Software From United States
7

VestServe

Clients like Privet Capital appreciate its ability to generate tailored analytical reports efficiently, enabling informed...

By: VestServe From United States
8

V

It enhances operational efficiency through streamlined enrollment, payroll reporting, and benefits calculations, while integrating AI...

By: Vitech Systems Group From United States
9

Atomic Intelligence

Utilizing natural language processing and machine learning, it processes unstructured data efficiently, catering to investment...

By: Atomic Intelligence From United States
10

XWare Trader

This solution provides brokerage firms with a low-latency liquidity suite, real-time risk management tools, and...

By: Forexware From United States
11

Smartleaf

Wealth management firms can provide clients with highly customized direct indexes while eliminating rebalancing complexities...

By: Smartleaf From United States
12

NVSTly: Social Investing

Users can instantly share trades on social media and Discord, access real-time updates, and engage...

By: NVSTly: Social Investing From United States
13

Portfolio Lab

With user-friendly tools for building customized models and generating insightful proposals, advisors can visualize value...

By: Kwanti From United States
14

Trust Platform

It streamlines capital integration into private investment deals, empowering businesses to unlock untapped retirement funds...

By: American Estate & Trust From United States
15

Investfly

Users can explore, test, and clone successful strategies while receiving real-time alerts for market movements...

By: Investfly From United States

Top Sentry PM Features

  • Custom dashboards for KPIs
  • Integrated front-
  • middle-
  • back-office functions
  • Fast and flexible web-based interface
  • Robust operational controls
  • Comprehensive CLO management suite
  • Centralized data for credit research
  • Streamlined investment workflows
  • Scenario and trend analysis tools
  • Drilldowns and filters for insights
  • Regulatory compliance support
  • Investor transparency features
  • Dynamic performance tracking
  • Enhanced collaboration capabilities
  • Automated reporting tools
  • Insights into par value and quality
  • Customizable segment analysis
  • Comprehensive lifecycle management
  • Cloud-based infrastructure
  • Support for private debt and loans
  • Award-winning integrated platform