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.
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Integrations
No integrations listed.
Company Information
ClearStructure Financial Technology
Founded: 1999
United States
www.broadridge.com/resource/sentry-pm-portfolio-management-for-private-markets
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Product Details
Platforms Supported
Cloud
Support
Phone Support
Online
Sentry PM Product Features
Hedge Fund
Compliance Management
Supported
Investor Accounting
Supported
Investor Reporting
Supported
P&L Calculation
Supported
Performance Analysis
Supported
Portfolio Analysis
Supported
Portfolio Management
Supported
Contact Management
Not Supported
Partnership Accounting
Not Supported
Investment Management
Accounting Management
Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Performance Metrics
Supported
Risk Management
Supported
Commodities
Not Supported
Payroll & Commissions
Not Supported
Portfolio Management
Not Supported
