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Product Overview

The Portfolio Designer™ includes features that enable a financial advisor, in a single client session, to perform a customized client risk profile, detailed sector research, compare and select funds for the clients portfolio, invoke real time portfolio optimization and automate the production of all the forms and client reports necessary to process the investment policy. The Portfolio Designer™ can also be used for portfolio research and advanced modeling as it is based on Standard & Poor’s award winning database.

Unlike other available products, the ‘Portfolio Manager™’ was designed ‘by advisors for advisors’, with focus on usability at the ‘Point of Sale’. By placing the client in the centre of the advisory process, the client gains confidence in the methodology used for his personal portfolio selection.


Application Workflow

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“Thanks for all your support and ongoing commitment in developing such a great investment portfolio management tool. As a financial planner who has worked in Australia and Singapore for over 15 years, I have long recognised 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 the potential upsides. This product has certainly made me a more effective investment adviser to my clients.”

Mr. Donald Soo CFPCM
ASP Life Planners

 

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