FactSet

FactSet

FactSet Research Systems
Sentry PM

Sentry PM

ClearStructure Financial Technology
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About

We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity.

About

As the private debt and direct lending industries continue to expand, fund managers often lack proper infrastructure and processes to scale their businesses. With the increased demand for transparency and elevated scrutiny of operations, both regulators and investors require lenders to demonstrate proper controls and defensible processes. The days of managing loans on spreadsheets or legacy systems are over – Sentry PM offers a fast, flexible, and dynamic web-based solution with a fully-integrated front-, middle- and back-office functionality.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Investment professionals

Audience

Portfolio managers searching for an advanced Hedge Fund solution

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Contact FactSet Research Systems for pricing
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Comprehensive research platform for public and private markets data and research, similar to Capital IQ and the Bloomberg terminal, with capabilities and functionality.

Cons

  • Not a lot of disadvantages with FactSet, like most platforms with financial data, can be fairly pricey. Not a better platform than Capital IQ, which is the direct competitor for FactSet.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

FactSet Research Systems
United States
www.factset.com

Company Information

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

Alternatives

Alternatives

Eikon

Eikon

LSEG Data & Analytics
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
Anduin Fund Subscription

Anduin Fund Subscription

Anduin Transactions

Categories

Categories

Hedge Fund Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Supported

Hedge Fund Features

Compliance Management Supported
Contact Management Not Supported
Investor Accounting Supported
Investor Reporting Supported
P&L Calculation Supported
Partnership Accounting Not Supported
Performance Analysis Supported
Portfolio Analysis Supported
Portfolio Management Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Supported

Integrations

ANALEC Resonate Supported
AWS Data Exchange Supported
Claude for Financial Services Supported
DataParser Supported
Dynamo Software Supported
Endex Supported
Fintech Sandbox Supported
Intapp DealCloud Supported
Macrobond Supported
Microsoft Power Query Supported
Mosaic Supported
Orbit Supported

Integrations

ANALEC Resonate Not Supported
AWS Data Exchange Not Supported
Claude for Financial Services Not Supported
DataParser Not Supported
Dynamo Software Not Supported
Endex Not Supported
Fintech Sandbox Not Supported
Intapp DealCloud Not Supported
Macrobond Not Supported
Microsoft Power Query Not Supported
Mosaic Not Supported
Orbit Not Supported
Claim FactSet and update features and information
Claim FactSet and update features and information
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Claim Sentry PM and update features and information