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Description

Finlogik revolutionizes the investment sector by offering affordable, cutting-edge online tools and automated services, enabling both traditional institutions and self-directed firms to optimize their operations while adapting to the disruptive trends reshaping the financial industry. Partnering with an asset manager known for process-oriented investing, Finlogik empowers you to create and oversee effective, budget-friendly investment strategies that cater to both retail and institutional clients. With the help of analytical dashboards, users gain access to benchmarking capabilities, comprehensive reporting, and extensive data processing tools designed to evaluate portfolio risk, exposure, and overall performance. Whether dealing with straightforward listed securities or intricate OTC products, Finlogik is equipped to assist in managing a wide array of financial instruments, including stocks, futures, options, fixed income, money market assets, foreign exchange, and fund units. This adaptability ensures that clients can navigate the complexities of the financial market with confidence and efficiency.

Description

With the growth of the private debt and direct lending sectors, many fund managers find themselves without the necessary infrastructure and processes for effective scaling. As the need for transparency rises and operations face heightened scrutiny, both regulators and investors expect lenders to showcase robust controls and reliable procedures. The era of relying on spreadsheets or outdated systems for loan management has come to an end – Sentry PM provides a swift, adaptable, and innovative web-based platform that features comprehensive integration across front, middle, and back-office functions. This modern solution not only streamlines operations but also enhances overall efficiency for fund managers in an increasingly competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$1 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

FinlogiK

Founded

1998

Country

Canada

Website

www.finlogik.com

Vendor Details

Company Name

ClearStructure Financial Technology

Founded

1999

Country

United States

Website

www.broadridge.com/resource/sentry-pm-portfolio-management-for-private-markets

Product Features

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting No 
Investor Reporting No 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis No 
Portfolio Management Yes 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management Yes 

Product Features

Hedge Fund

Compliance Management Yes 
Contact Management No 
Investor Accounting Yes 
Investor Reporting Yes 
P&L Calculation Yes 
Partnership Accounting No 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

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