Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Bryt Software Reviews & Ratings
    4.8 out of 5 stars 19 Ratings
    Company Website for Bryt Software
  • LendingPad Reviews & Ratings
    4.6 out of 5 stars 302 Ratings
    Company Website for LendingPad
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • Mortgage Automator Reviews & Ratings
    4.9 out of 5 stars 198 Ratings
    Company Website for Mortgage Automator
  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • LoanPro Reviews & Ratings
    4.6 out of 5 stars 182 Ratings
    Company Website for LoanPro
  • SBS Asset Finance Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for SBS Asset Finance
  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan
  • QUODD Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for QUODD
  • MuukTest Reviews & Ratings
    4.6 out of 5 stars 34 Ratings
    Company Website for MuukTest

What is Sentry PM?

As the private debt and direct lending industries continue to expand, numerous fund managers are discovering a lack of adequate infrastructure and processes to support effective scaling. With increasing demands for transparency and the scrutiny of operations, both regulators and investors are now looking for lenders to demonstrate strong controls and dependable procedures. The reliance on spreadsheets and antiquated systems for managing loans is now a thing of the past; Sentry PM offers a fast, flexible, and cutting-edge web platform that ensures seamless integration across front, middle, and back-office functions. This contemporary solution not only optimizes operations but also boosts overall efficiency for fund managers, who are navigating a more competitive environment. In embracing this innovative approach, fund managers can position themselves for greater success in the evolving market landscape.

What is Altvia?

Altvia provides a cutting-edge platform paired with exceptional expertise to assist your firm in navigating the growing complexities of expansion, which involves managing an increasing number of funds and a broader base of limited partners. You can easily distribute customized materials like PPMs, K1s, and capital calls, all while improving the investor experience through a secure portal bolstered by in-depth analytics. At the core of a modern technological platform is a cohesive source of truth that streamlines vital workflows, manages contacts, maps relationships, and automates essential tasks such as emails and assignments. Experience unmatched visibility into your deal flow, which allows you to prioritize opportunities based on their origin or similarity to your firm’s most advantageous investments. Moreover, simplify the reporting processes for portfolio companies and enhance data collection, giving you more time to focus on understanding value creation and evaluating the health of your investments. This comprehensive strategy not only boosts operational efficiency but also cultivates stronger connections with both investors and stakeholders, ultimately leading to more informed decision-making and growth opportunities. By embracing these innovations, your firm can stay ahead in a competitive landscape.

Media

Media

Integrations Supported

Integrations Supported

Crunchbase
Dakota Marketplace
Meridian
PitchBook
Preqin
Salesforce
SourceScrub

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ClearStructure Financial Technology

Date Founded

1999

Company Location

United States

Company Website

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

Company Facts

Organization Name

Altvia

Date Founded

2006

Company Location

United States

Company Website

altvia.com

Categories and Features

Hedge Fund

Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Risk Management

Categories and Features

Financial Analytics

Not specified

Hedge Fund

Contact Management
Investor Reporting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Client Management
Compliance Reporting
Data Import / Export
For Investors & Traders
Fund Management
Performance Metrics
Portfolio Management

Private Equity

Not specified

Popular Alternatives

Popular Alternatives

Dynamo Software Reviews & Ratings

Dynamo Software

4.3 out of 5 stars
Fundamental Portfolio Manager Reviews & Ratings

Fundamental Portfolio Manager

Fundamental Software
Allvue Reviews & Ratings

Allvue

Allvue Systems
AlternativeSoft Reviews & Ratings

AlternativeSoft

4.8 out of 5 stars
FolioSure Reviews & Ratings

FolioSure

Acuity Analytics