Gearing Up

Dear Readers,

Greetings from the SENTRYi group!

For those of you visiting us for the first time, here’s a little introduction of what in the blue world we are all about.

Established in 2004, SENTRYi Marketing Pte Ltd is a software company focused on providing innovative solutions to the financial services and wealth management industry. The SENTRYi solution suite provides financial advisory firms, fund promoters and private banks with software utilities that increase their product sales, strengthen their customer relationships, and reduce processing costs associated with portfolio lifecycle management.

It has certainly been a very exciting 1^st quarter of 2008 for all of us at SENTRYi! With the worldwide marketing venturing on a corrective curve, we have managed to continue our growth via the acquisition of new clients, and the launch of new, exciting products and applications!

We’ll go the extra miles for you.

To fulfil our quest of developing client oriented products and services, our marketing team sought feedback from our existing customers. In doing that, we were able to develop an understanding on possible upgrades and features, of which would be instrumental in enhancing our clients in their areas of responsibility.

Acting upon these areas of feedback, we provided our existing client with an upgraded version of the Portfolio Designer™. For users in Singapore, we have added in extra functionalities, including functionalities that will allow for the handling of hybrid CPF and cash accounts, scaling of fund history with highly graphical timeline measurement tools, as well as other efficient applications.

On this note, three cheers for our partners for their valuable feedback! We hope that the additional functionalities are beneficial, and continue to welcome their suggestions and feedback. Kudos to our technical teams for their immaculate planning, and execution of a flawless upgrade plan for our valued clients, and for turning out these upgrades in record time!

Enlarging our tents

SENTRYi has also experienced growth outside the sunny islands of Singapore. Within this few months, we have been able to secure several new accounts, including top tier IFA, and insurance clients in Hong Kong!

We attribute the exceptional response to our Portfolio Designer™ to the fact that the solution has now established itself as a necessary optimal tool for customers in Hong Kong. As of now, we are supporting over 50 investment products and the capability to be able to fully report in Chinese- increasing efficiency, transparency and compliance. We believe this to be the key in ensuring greater demand, and acceptance for our solutions.

Our immediate neighbour feels the heat, too! Our partnership with one of Malaysia’s largest advisory firm is progressing way ahead of schedule. With the completion of the successful trial, we are optimistic that this partnership will manifest its full glory for over two thousand users of our award winning Portfolio Designer™!

End Credits

We would like to take this opportunity to publicly congratulate our sales team for their outstanding efforts and achievements. Without many of them going the extra miles, SENTRYi will not be where it is today- servicing over ten large scale corporate clients in Hong Kong, Malaysia and Singapore. This translates into over ten thousand prospective users of the Portfolio Designer™!

That said, we know that we cannot be content with what we have now- there is a continual need for us to do more to capitalise on the growing markets in Hong Kong, Malaysia and Singapore. We remain optimistic as more and more companies are introduced to our wealth of solutions, and for those who have yet to experience for themselves the increased efficiency, transparency and compliance that our award winning solutions have to offer!

Stay with us!

New Year, New Moves

Dear Readers,

Time flies. In a twinkling of the year, we’ve just put 2007 behind us and have officially entered into the year 2008!

In our previous posts, we made the commitment of leaving no stone unturned to continually revolutionize the portfolio management industry with the provision of our cutting edge, yet user friendly solutions. This resolution stands firm, even after the New Year partying and festive cheer! Mark our words.

As we stride into the rest of the year 2008, allow us to share with you some exciting happenings within SENTRYi!

SENTRYi Portfolio Designer ™ in trial with CIMB Wealth Advisors Berhad Malaysia

Enlarging our tents beyond Singapore, we have been busy extending personalised services to CIMB Wealth Advisors Berhad in Malaysia. We take great pleasure in sharing that the trial of personalised services with the award winning Portfolio Designer™ has been extremely successful!

On this successful note, we are presently negotiating a complete solution for this prestigious financial advisory. This solution will contain a portfolio rebalancing application and will showcase the wide range of CIMB unit trusts and Sharif funds for the key CIMB Wealth Advisors customers.

First entry into the insurance market

We’ve made a bold first move by commencing negotiations with one of Asia’s biggest and most prestigious insurance providers. The insurance company in concern is presently specifying their requirements and the blue print for a complete and detailed Wealth Management Report for the Portfolio Designer™.

Being our first entry into the insurance market, we are extremely excited about the discussion with the insurance company. Thus far, the company has expressed their immense appreciation of our solutions and have shown great confidence in our ability to deliver.

Phillip Capital, our newly acquired customer!

Last, but not least, we take great pride in announcing that Philip Capital has joined us in partnership! Indeed, we take this as a great privilege and are extremely excited and proud to partner with prestigious market leader Phillip Capital.

Our strategic partnership with Phillip Capital is a firm vote of confidence in our team’s innovative technology, while signifying the first step in moulding our solutions to the complex regional strategy of Phillip Capital.

Given our track record, we are confident that the solution we are providing to Phillip Capital will allow customers, advisors, agents, team leaders and management to share company presentations, model portfolio and maximise processing efficiencies while maintaining full compliance.”

With 15 satisfied corporate customers, we have come a very long way considering our relatively recent fresh beginnings! To this, we thank all our customers for their kind support and look forward to forging greater partnerships with you in the coming year ahead.

Stay tuned for even more exciting news!

We celebrate the New Year!

Dear readers,

In a twinkling of an eye, it has been yet another fulfilling year for all of us at SENTRYi. Still reeling over the good old cheer of Christmas, we touch base and gear ourselves for the new calendar year!

2008 marks the start of a good year- a good economic year, at least. Property prices have been gradually increasing. There is also a trend of increased consumer spending attributed to greater affluence, and most importantly, increase in interest on the topic of investment.

In line with the growing concerns of increased lifespan, inflation, and ever increasing cost of living, many Singaporeans are concerned that their CPF (Central Provident Fund) account may not have sufficient funds to live with upon retirement. With this knowledge in mind, many individuals (like Mr Sorek himself) have turned to financial advisors for help in fund accumulation. With the increasing cost of healthcare and medication, there is every need for individuals to ensure that they have sufficient funds to cater for such situations when necessary. Little wonder then, that the investment industry is getting hotter by the minute!

With so many investment portfolios to deliberate and choose from, it certainly makes sense to be informed of what you are opting for. This helps you in choosing the right portfolio that suits your needs, while paving the way for a better working relationship between your financial advisor and yourself. Depending on your risk profile, your financial advisor should be able to present options for you to consider. In consideration of volatile market conditions, it would be to your advantage to be able to be notified, and react quickly to seize critical opportunities.

While we toast to a great year ahead, it remains one of our corporate resolutions to continually design and develop solutions that will challenge the limitations of the investment industry, while increasing transparency, efficiency and satisfaction for end users.

After all, as the owners of the award winning Portfolio Designer ^TM, and the versatile Management Platform ^TM, we have already made significant contributors to independent advisers, advisory groups, trading platforms and fund promoters alike.

What is your resolution for the year 2008? We hope that you will seriously consider taking up a viable investment portfolio, not for the sake of boosting product sale, but for the days ahead!

Happy New Year!

Hard work knows no boundaries

We can’t believe that the year 2007 is actually drawing to a close. After months of meetings, proposals and heaps of transactions, we’ve hardly noticed the approaching festive season (Christmas) that marks the end of the calendar year!

The past three months have proved to be extremely busy, yet fulfilling. Not one to rest on our laurels, we have spared no expense in the improvement of our existing solutions, and the expansion of our product range to meet the various needs of the diverse financial industry market. In improving our existing solutions, we have invested a great deal of time with our existing clients to gather feedback and suggestions.

We would like to take this opportunity to thank all of you for your continued support and endeavour to continually present you with cutting edge and user friendly solutions. In the meantime, do allow us to share with you some exciting events that have taken place thus far!

Global Strategies

As one of our pioneering users of the Portfolio Designer, Global Strategies has expressed their immense satisfaction with our products. Recently, we were called upon to offer opinions and advise pertaining to the additional services of which Global Strategies was offering to their customers.

In no time, we were able to develop a merged customer holding data system which enabled Global Strategies’ base of customers to not only view their individual holding valuations, but also their combined valuations across all investment products! Global Strategies was delighted with the short time taken by us to develop the application, and with the fact that once again, our solution has contributed greatly to added convenience, translating into greater customer satisfaction.

IPPFA

We have also invested a great deal of time and effort into the development of a personalised version of the Portfolio Designer for IPPFA. The customised version of the award winning software now allows IPP advisors to build a fully compliant portfolio with the use of real time data, while researching and showcasing all the IPP champion funds in minutes, enabling IPP advisors to carry out many common functions in less time, and with ease. The addition of a “slider” at the bottom of the fund showcase page allows for quick monthly comparisons of IPP Champion funds over a period of three years.

In addition, we have also completed the delivery of the five key middle office modules to the IPP offices. These modules introduce full CRM capabilities, company performance dashboards, automated portfolio management and the much anticipated straight through processing! The introduction of these modules enables IPP customers to enable real time asset holding valuations, which can be based on individual policies, multiple policies or an entire consolidated valuation of all holdings.

As we approach the year 2008, we will leave no stone unturned to continually revolutionize the portfolio management industry with the provision of our cutting edge, yet user friendly solutions!

Now that we’ve been talking, how bout trying it?

The title of the post is a serious as it can get. We’re certainly serious about this one. We figured that after all the talk, and talk, and talk, it certainly makes sense for you to experience the product yourself.

After all, we are certain that there may be certain functionalities of the product that needs to be operating in front of you before you fully understand. Or, you have that tingly urge to explore, to click, to run through the motions to experience the software for yourself.

Enough said! We have heard you loud and clear. The webcam hidden somewhere suggests that you really want to try it.

So picture us clearing our throats, straightening our ties, looking at you in the eye and offering you with a trial of the product.

Don’t rub your eyes- this certainly isn’t some form of hallucination occurring after all the endless calculations, form filling, praying and speculating that you’ve been doing. Yes, we’re most pleased to extend a trial of the product that we have been rhapsodizing about- all in the hope that you will come to realise that it will benefit you, too!

Getting it done is really simple. Point your browsers to http://www.sentryi.com/contact.htm , or if you prefer, get in touch with us and we’d be more than glad to attend to you.

Here’s how you can reach us:

SENTRYi Marketing Pte. Ltd.
583 Orchard Road
#14-02 The Forum,
Singapore 238884

T: +65 6735 0856
F: +65 6491 5065

You can also write to us at sales@sentryi.com We’re waiting to hear from you soon!

Stay tuned.

Lets highlight something...

In our previous post, we shared of our driving force, and what we are trying to do for the market. We trust that you have gained a deeper understanding of our intentions and look forward to be able to help you as well!

Since we’ve briefly explained about our products in the first post, we intend to elaborate a little further to help you understand how our solutions can benefit you. We’ve spent a fair amount of resources in developing our award winning Portfolio Designer ^TM. It brings us much pride to be able to present this solution to you!

 So what is the Portfolio Designer ^TM all about?

The Portfolio Designer ^TM is a PC based, highly graphical solution that enables advisors to sit face to face with a client and build a customised, fully compliant, personalised investment portfolio. With the extensive use of graphics, the advisor can assess, and present the clients their risk profile, while comparing both sectors and the funds within the chosen sectors. Amongst other features, financial advisers also have access to data links from fund rating companies like Morningstar and Standard & Poor’s, and web-links to each fund fact sheet, all of which contribute in reducing research time dramatically.

In addition, the system also offers a real-time portfolio optimisation engine as well as pre-populating the client’s investment report, compliance statement and policy application. It is a turn-key ‘end to end’ solution that can significantly cut the time an advisor spends to acquire and process new business.

The Portfolio Designer^TM’s  Unique Selling Point is it’s ability to bring transparency to clients, advisors and advisory companies. Clients can now be shown exactly why a sector and a fund have been selected for their portfolio. An advisor is able to highlight his own unique viewpoint and reasoning for selecting an investment and most importantly, demonstrate to a client or compliance official that the most vital part of the portfolio building process, asset allocation, is being placed at the epicenter of the workflow. This serves in educating the client and paves the way for a closer relationship between client and investor.

The application flow of the product steers advisors and clients to utilise asset allocation versus the common practice of ‘cherry picking’ funds. This addresses the issue where many inexperienced advisors may fall into the trap of recommending individual funds without first referring to how they fit into the client’s strategic asset allocation. As a result, Portfolio Designer^TM can also be viewed as an educational training tool for aspiring financial advisors!

In conclusion, the Portfolio Designer^TM :

·          Can be used as a tool to create, and manage a personalised investment portfolio

·          Assists advisors with presentations with their graphical nature and ability to present information in a clear and concise manner

·          Eliminates the need for research work and paperwork for the advisor, with its relevant links and automated processes, saving valuable time for the advisor and client

·          Serves as a form of reference with the application flow, resulting in informed investment decision.

Isn’t this a fabulous god-send? Find out even more at http://www.sentryi.com/portfolio-designer.htm, and get your copy of it, if you haven’t done so!

Stay tuned for our next post- the offer is way to exciting to miss!

Cheers!

What are we trying to do?

Dear Readers,

Welcome back! We hope you have enjoyed reading the first post and we do look forward to providing you with more informative reads.

Having come this far, we find it an absolute must to share with you the spark that got the fire going, how SENTRYi was founded, and what we want to do. This will help you to appreciate what we are putting our efforts into.

Our mission is to develop practical, streamlined portfolio advisory and management solutions which will minimise time and efforts spent for research and administration. Today, our solutions boast of a wealth of solutions that assist financial advisories in the management of client portfolios. These goals are fulfilled through a series of automated processes that monitors portfolio investments and issues alerts, while facilitating speedy applications and changes within the client portfolio.

And this is how SENTRYi was conceived, and established.

Mr Ian Sorek, founder of SENTRYi, engaged the services of financial advisor Mark Stephens, (now VP Product Development and Founder of SENTRYi) to better manage finances.

Mr Sorek soon came to the realisation that he was not in full understanding of his personal investment portfolio. As he probed his financial advisor, Mr Sorek was perturbed to learn about the often cumbersome and repetitive processes in the industry that left Mr Stephens tied up with research, compliance and application paperwork. Both came to realisation the “gaping void” in the financial advisory industry for cutting edge, labour saving solutions. The lack of transparency and the ability to customise were apparent in most investment portfolios.

With an iron willed determination to overcome these surfaced limitations, SENTRYi was established in December 2004 by Mr Ian Sorek and Mr Mark Stephens. The goal was to develop solutions that will prove to add tangible, measurable value to clients, advisors and practice owners by adding transparency, compliance and processing efficiencies.

Holding firm to the organisational belief that “one size does not fit all,” we then worked hard to create a solution that would be able to cater to each consumer’s unique needs and preferences, which has led to the warm reception of our solutions. For example, the award winning Portfolio Designer ^TM can be customised to suit an individual IFA’s entire advisory process.

After gathering feedback, much brainstorming and putting our goals into action, we have certainly succeeded creating a revolution in the industry with the launch of its flagship product, the award winning Portfolio Designer ^TM, and the versatile Management Platform ^TM. As many of our clients have attested, our solutions have provided them with a customised risk profiler, graphical and easy to use sector and fund analysis, as well as an automated form generator.

Our clients are certain that this functionality assists them in achieving greater efficiency, while ensuring that compliance requirements are met. Time after time, they have expressed their satisfaction with our complete understanding of our advisory business model!

We are glad that our hard work has paid off and we certainly look forward to helping even more achieve greater goals with our solutions.

Stay tuned!

About SENTRYi

Welcome to SENTRYi’s corporate blog! We are excited to embark on this blog, and we are confident that you will find our posts more than informative.

For those of you who are with us for the very first time, we’d like to provide you with a brief introduction of what SENTRYi, and our products.

Founded in December 2004, we are a software company that provides innovative solutions to the financial services and wealth management industry. Our solution suites provides financial advisory firms, fund promoters and private banks with software utilities that can increase product sales, strengthen their customer relationships, and reduce processing costs associated with portfolio lifecycle management.

Our innovative solutions include the award winning Portfolio Designer ^TM, and the versatile Management Platform ^TM.

Portfolio Designer, an award winning and highly graphical PC based solution, utilises the most updated fund list from product providers. This empowers advisors with the ability to model and build efficient portfolios for their valued clients, making it the perfect tool for any presentation.

Also included are thoughtful features including an embedded client risk profiler, note recording functions and pre populated compliance report and policy application forms for speedy administration and efficient compliance reporting.

Management Platform offers end users the ultimate flexibility and options with its powerful, yet user friendly interface. Thoughtful features include a threshold monitoring function, alerting both the advisor and the client should the portfolio skew out of balance, enabling speedy and informed decisions to be made.

After which, this capable solution even automatically calculates the required switching recommendation, submits a request for approval, and produces the pre-populated switching order!

Working hand in hand, SENTRYi’s solutions result in significant time savings for both the advisor and client, translating into greater cohesiveness, increased responsiveness and greater customer satisfaction.

The advent of our solutions has created a revolution in the industry. Local giant IPP, and ten other corporate clients hailing from Malaysia and Hong Kong, have utilised our solutions and have experienced a vast improvement in their daily operations. We believe that you can greatly benefit from what our solution have to offer you!

For more information on our products, please visit:

http://www.sentryi.com/portfolio-designer.htm

http://www.sentryi.com/management-platform.htm

After all the talk, we certainly hope that you’ve gained a valuable insight of what we are. Stay with us as we share on how we came about and what we are up to, all in our next entry!

Happy Reading!