Reporting

Sentinel Managed Portfolios come with extensive reporting capabilities designed to help with two core needs:

Keeping You Up To Date

Sentinel’s reports provide you with clear, concise and practical information allowing you to see in an instant exactly how much you have invested and how your investment is performing. You can also quickly and easily look at all aspects of your account from transactions to cash activity.

Financial Reporting

Sentinel provides you with detailed tax reports designed to make forecast and preparation of your financial and tax obligations accurate and easy. Full information including realised and unrealised capital gains, dividends and expenses are available at the touch of a button.