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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 Ledgex?

Ledgex Pro is an innovative platform tailored for multi-asset allocators, empowering users to tackle data quality challenges directly within the industry, which in turn improves the timeliness, accuracy, and reliability throughout the investment office. Users have the ability to stage and enter data before it is shared within the organization, offering full transparency into data quality, including any updates, corrections, and approvals that occur. This functionality allows for enhanced control over data management and minimizes the effort required for data handling. The platform also delivers performance insights across various portfolios and tailored groupings, along with comprehensive details about the data's origin and recency at every tier, further supported by real-time analytics that are made available as each figure is input and confirmed through Mission Control. Understanding the pivotal role of accounting in investment operations, we have developed a strong foundational system that automatically generates ledger entries for transactions that are entered, reconciled, and approved in Mission Control, thus eliminating repetitive data entry tasks. With Ledgex Pro, users can significantly streamline their workflows while upholding rigorous standards of accuracy and efficiency in their financial operations, ultimately fostering a more productive investment environment. This transformative platform not only enhances operational effectiveness but also cultivates a culture of data integrity and accountability.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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

Ledgex

Date Founded

2010

Company Location

United States

Company Website

www.ledgex.com

Categories and Features

Hedge Fund

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

Investment Management

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

Categories and Features

Hedge Fund

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

Investment Management

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

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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