Our People

Ian SorekIan Sorek
CEO & 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 StephensMark Stephens
VP 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 BarelJoel Barel
VP 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 CheeRaymond Chee
VP 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 MaxwellRandall Maxwell
VP 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 LeeNixon Lee
Director 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 BoonWong Chee Boon CPA – CFO
Chief 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 BatumaliaMark Madhavan Batumalia
Sales 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 CohenYaniv Cohen
Director 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 LaoKaden Lao
Director 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.

Tuesday, May 20, 2008

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 DesignerTM’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 DesignerTM can also be viewed as an educational training tool for aspiring financial advisors!

In conclusion, the Portfolio DesignerTM :

·          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!

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