Trade Order Management

Raise cost-efficiency to new heights with Public and Private Asset automated portfolio monitoring, analysis, and execution. Included real-time insights empower teams to improve decisions across the trading lifecycle.

Achieve more across every asset class

Real-time order management system
  • Monitor, manage, and allocate trades using live insights
  • Minimize the risks associated with order delays
  • Manage all investment types on a consolidated platform
Cross-asset trading support
  • Reduce complexity of managing public and private investments
  • Automate time-consuming, error-prone manual tasks
  • Design custom workflows to maximize productivity
Integrated performance and compliance analytics
  • Track trends, KPIs, non-compliance risks, and more
  • Streamline regulatory compliance processes
  • Run advanced data analytics and reports
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Investment management solution for Privates and Publics

Realtime portfolio management: PnL & Position Keeping, Cross Asset Class, Crypto & Digital Assets, Configurable Views, Slice & Dice Exposures

Investment management solution for Privates and Publics

OMS & compliance: FIX Trading, Pre- & Post-Trade Monitoring

Investment management solution for Privates and Publics

Risk: VaR, Scenario Analysis, Theoretical Valuations 

Investment management solution for Privates and Publics

Loan processing: Syndicated & Private, Global & Position Level, Covenant Monitoring, Invoices & Statements 

Investment management solution for Privates and Publics

Private debt and CLO management: Waterfall, Compliance, Borrowing Base, IRR 

Investment management solution for Privates and Publics

Research and credit analysis: Pipeline Management, Credit Financials, Spreading, Ratio Analysis, Tear Sheets 

Investment management solution for Privates and Publics

IBOR/ABOR: Corporate Actions, Shadow NAV, Trade Matching, Reconciliation

Investment management solution for Privates and Publics

Visual analytics & data warehouse: ESG Reporting, Consolidated Time-Series Reporting, Terms and Conditions, Corporate Actions

Amplify your public and private market potential

Combine advanced automation and robust analytics to identify—and capitalize on—optimal investment decisions.

Enhance performance and transparency with a strategic solution for managing publicly traded investments.

Explore Public Market Solutions

Trade complex private credit, debt and CLO assets using customizable workflows and real-time analytics.

Explore Sentry PM
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Insights & perspectives

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
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