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Home > Financial Advisory Software > Portfolio Designer™  > Available Customizations for the Portfolio Designer™

Available Customizations for the Portfolio Designer™

SENTRYi realizes the importance of differentiation in business practises. SENTRYi offers the following customized versions of the PORTFOLIO DESIGNER.

INSERT YOUR COMPANY LOGO
The Portfolio Designer can be sold as a white label product. Your advisory logo appears in the top left hand corner of the Portfolio Designer and directly associates your company with this acclaimed application.

INSERT YOUR COMPANY INVESTMENT REPORT and COMPLIANCE FORMS
The SENTRYi solution facilitates the automatic input of client data, risk mapping, compliance notes and prepopulated reports and policy applications Simply upload your forms and we will send you a downloadable version of the Portfolio Designer completely personalized and customized to your firms needs.

OTHER CUSTOMIZATIONS AVAILABLE
Geographically approved and registered fund data bases Customized Risk Questionnaire and Risk Scoring.

For customization information or to schedule a personal appointment, contact us at :

  Hong Kong Office
Tel: (852) 3679 3635 or 6681 3387
Fax: (852) 3585 1285
Email: cs@hkife.com
Website: http://www.hkife.com

 

 

 

 


 
 

As a financial planner who has worked in Australia and Singapore for 15 years, I have
long recognized the need for more sophisticated ways to develop and manage clients' investments portfolio. The SENTRYi Portfolio Designer has helped me analyse and sort out hundreds of funds in minutes that would have taken me over an hour previously. More importantly, there are few tools in the market place that can tell me the risk of a portfolio as well as potential upsides. This product has certainly made me a more effective investment advisor to my clients.

Donald Soo,
ASP Financial Planners - Singapore

 

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