Sentry PM

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.