Audience

Portfolio managers searching for an advanced Hedge Fund solution

About Sentry PM

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.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Sentry PM Screenshot 1
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Product Details

Platforms Supported
SaaS
Support
Phone Support
Online

Sentry PM Frequently Asked Questions

Q: What kinds of users and organization types does Sentry PM work with?
Q: What languages does Sentry PM support in their product?
Q: What kind of support options does Sentry PM offer?

Sentry PM Product Features

Hedge Fund

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

Investment Management

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