Whether you're an investor or financial professional, Sentinel does all the work for you.
Precisely monitor your investment performance by:
- Measuring income and capital growth
- Selecting custom date ranges
- Assigning asset class performance to individual holdings
Produce detailed tax summaries to assist your tax calculations including:
- Portfolio holdings summaries
- Realised and unrealised CGT reports
- Income and expense reports
- Cash and investment transactional reports
View, maintain, control and report on your accounts via our unique technology:
- Summary positions
- Weightings and balance checks
- Portfolio exposures and concentrations
- 'Helicopter view' portfolio maintenance and control systems
- Specialist systems enabling scalable investment management
Dedicated administrative support knowledgeable in the Financial Services industry:
- Adept in procedures, requirements and documentation
- Providing personal assistance with stock market administrative matters
- Focusing on customer service
Data transfer to/from major data platforms including:
- Custom data exports in multiple formats
- Integration to various platforms
- Ability to create and deploy a range of data feeds
