Name: Sentry PM
Price: 35000 USD
Author: ClearStructure Financial Technology

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Academic Advising

Education

Board Management

Business Intelligence (BI)

Collaboration

Contract Management

Corporate Social Responsibility (CSR)

Desktop Publishing

Enhanced 911 (E911)

Environmental Health and Safety (EHS)

Manufacturing Execution

Project Portfolio Management

Enterprise

Accounting

Investor Relations

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Build Automation

Cloud Storage

Continuous Delivery

Converged Infrastructure

Data Center Cooling

Data Fabric

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Threat Intelligence

Value-Added Resellers (VARs)

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audio Editing

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Press Release Management

Product Information Management (PIM)

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Quote to Cash

Sales Coaching

Sales

Cloud Infrastructure Entitlement Management

Security

Apparel

Chargeback Management

Dental

Financial Services CRM

ID Card

Internet of Medical Things

Nonprofit Fundraising

Oil and Gas

Vertical-Specific

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Sentry PM is a cloud-based portfolio management technology designed to optimize investment workflow efficiency for portfolio managers, investment analysts, risk professionals, and operations teams. According to the vendor, this purpose-built solution caters to small to large companies in the asset management industry. With its comprehensive features and functionalities, Sentry PM is widely used by professionals in portfolio management, investment analysis, risk management, and operations within the asset management industry.

## Key Features

**Sentry PM for Private Debt**: According to the vendor, this cloud-based portfolio management technology is specifically designed for the private debt and direct lending industries. It offers the necessary infrastructure and processes to scale businesses in these industries while ensuring transparency and proper controls to meet regulatory and investor requirements. Sentry PM provides fully-integrated front-, middle-, and back-office functionality.

**Sentry PM for CLO's**: The vendor claims that this cloud-based suite of solutions is tailored for CLO Managers. It equips them with portfolio management, research, trading, and compliance tools, enabling better investment decisions. Sentry PM for CLO's delivers transparency and insight into investment composition and internal operations. It supports all types of CLO assets and automates repetitive processes.

**Sentry LT for Loan Trading**: The vendor states that this comprehensive platform serves as a one-stop solution for loan trading. It offers customizable workflows and configurable screens, ensuring easy access to information. Sentry LT provides features and functionality that surpass other loan management systems, and it unites the front, middle, and back offices with one interconnected system.

Basic

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

ECOS

Sentry PM

Investment Portfolio Management

ClearStructure Financial Technology

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Investment Portfolio Management Software

Sentry PM

Overview

What is Sentry PM?