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.
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.
The advent of our solutions has created a revolution in the industry. Local giant IPP, and ten other corporate clients hailing from
For more information on our products, please visit:
http://www.sentryi.com/portfolio-designer.htm
http://www.sentryi.com/management-platform.htm