Press Release - 1st June 2007, Singapore - SENTRYi Group Ltd, a leading provider of front and middle office solutions to the wealth management industry, has launched a customized version of its flagship product, the PORTFOLIO DESIGNER for Singapore’s premier financial advisory, IPP.
The customized application and solution software was jointly developed by IPP management and SENTRYi Marketing Pte Ltd. The application and solutions are designed to meet the growing demand for transparency, compliance and the automation required by IPP advisors and clients at the point-of-sale.
The solution provided by SENTRYi will enable the IPP investment Committee to better research, package and distribute their unique investment models automatically to the rapidly growing professional IPP advisory team. The IPP financial advisors now have a customized tool kit that will enable them to provide first class services to their clients.
"The IPP/SENTRYi solution will streamline our both our sales and portfolio management operations. The solutions provide us with a customized risk profiler, graphical and easy to use Sector & Fund analysis as well as an automated form generator. This functionality will make us more efficient and ensure that compliance requirements are met. Our clients will enjoy better service, better understanding of the investment process and overall, increased satisfaction with the IPP services,” stated Mr. Kevin Wilkinson, CEO of IPP Asia. "We are extremely pleased with SENTRYi technology and very impressed with their complete understanding of the advisory business model. We are our looking forward to expand our relationship with this Singapore home grown company in the future" concluded Mr. Wilkinson.
Mr. Ian Sorek, the CEO of the SENTRYi Group stated, "We are proud and very honoured to be associated with IPP. IPP understands the needs of the Singapore market. IPP gave us access to their complete business model. As a result, we worked with their senior management team and their advisors to develop a customized version of the product that met the needs of the advisors, but more importantly, the needs of the IPP clients. We know that the IPP version of the PORTFOLIO DESIGNER will be a success.
We expect that this is just the beginning of the partnership. We will be working together with the entire IPP organization and launch additional features as the market evolves. This solution ensures that IPP maintains market leader status in terms of innovative client programs and support.
Our People
Ian SorekCEO & Founder
Mr. Sorek has extensive experience in managing marketing and sales for technology start-ups. Previously Mr. Sorek has acted as Regional Director for Comverse Networks Systems (NASDAQ: CMVT), CEO of Emblaze APAC (UK:EMBL) and Sales Director APAC for ECTEL (NASDAQ: ECTX).
Mark StephensVP Product Development & Founder
Mark is the founder and chief technology officer. Mr. Stephens has over 20 years of financial industry experience and has provided the vision for the SENTRYi solutions suite.
Joel BarelVP Sales, Solutions
Joel is one of the founders of Tersus Software Ltd., a visual development platform (www.tersus.org) that enables codeless development of enterprise systems. Prior to founding Tersus, Joel served as Managing Director North America and before that Managing Director Asia Pacific for SunGard Business Integration. Joel Barel earned his Bachelor of Science degree in physics at Tel-Aviv University.
Raymond CheeVP Sales, Products
Ray began his career in the banking industry where he spent 8 years in business development for Maybank, Citibank and BNPParibas. For the past three years, he was responsible for the sales of the Meridea product suite in the Asia Pacific Region. Raymond Chee earned his bachelor of business/banking at NTU Singapore.
Randall MaxwellVP Marketing
Randall began his media career in Canada and moved to the Asia Pacific Region in 1994 with the TIME Warner organization as VP Time Inc. - Asiaweek magazine. Mr. Maxwell later joined MTV Asia (Viacom) as VP/General Manager of new media ventures. Randall Maxwell earned his bachelor of economics at the University of Western Ontario, Canada.
Nixon LeeDirector of North Asia
Nixon started his sales and marketing profession for IT industries since his MBA graduation the Chinese University of HK in 1985. In the past six years, he has extensive experience in product and business development in providing IT solutions to the wealth management industries. Nixon is also one of the founders of Wealth Bridge Asia Limited (www.wealthbridgeasia.com), a business process outsourcing provider for the fund administration.
Wong Chee Boon CPA – CFOChief Financial Officer
Chee Boon has more than 13 years of finance and accounting experience. He has worked in real estate, shipping and in the IT industry. Chee Boon has more than 8 years of work experience with US MNCs in the IT industry and he was the Financial Controller with EMC, Novell and Comstor. He is a Fellow with The Association of Chartered Certified Accountants.
Mark Madhavan BatumaliaSales Manager
Mark started his sales career at a Singapore branch of DS-MAX delivering advertising and promotional campaigns for SMEs. He later moved to the banking sector where he spent 3 years selling Consumer and Corporate banking products for HSBC and Standard Chartered respectively. Mark earned his Bsc (Honours) in Business & Management specializing in Marketing at the University of Bradford, UK.
Yaniv CohenDirector of IT and Support
Yaniv has 10 years of experience in the Information Technology industry. He is a Check Point Certified Security Administrator (CCSA) and have served in the Israeli Airforce. He is also well versed in basic programming and SQL database.
Kaden LaoDirector of Research & Development
Kaden has been in the IT and software industry for the more than seven years. Starting his career in software solution space for the regional telecom industry, Kaden subsequently served as the chief designer and architect for one of the leading local enterprise mobilization solution provider. Kaden earned his MSc in Computer Science at National University of Singapore.