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“The SENTRYi suite of products perfectly compliments our advisory style and methodology. We pride ourselves on being innovative while at the same time offering transparent and personalized investment advice. The SENTRYi solution gives our advisors the ability to be compliant, extremely transparent with fund advice and at the same time increase and improve our business operational efficiencies. We are very, very pleased with the SENTRYi team and their ability to listen to our business needs and provide a tailor made solution specific to our business model. Their solutions match our philosophy of the ‘asset allocation with diversity’ strategy. The SENTRYi products will definitely improve us as a wealth management advisory and increase our levels of customer satisfaction.”

Mr. Eddie Yeo Hong Chye,
Founder and CEO of Ascendur Financial Services, Malaysia

www.ascendur.com.my


"We are extremely pleased to partner with SENTRYi. Their innovative solutions fit our investment strategies as well as meet and exceed the needs of the investment environment model in Malaysia. SENTRYi understands our business needs and have supplied an excellent product suite for our client centric strategy. The SENTRYi solution will help us improve our client services, improve customer satisfaction while lowering our portfolio management operational costs.”

Mr. Alvin Yap (B.Eng, MScPF, FChFP, ChLP, RFP),
Founder and Managing Director of A.D. Capital, Malaysia

www.adcapital.com.my


"The solutions developed by Sentryi are the most impressive I have seen to date, their client centric approach provides our clients true value."

Phil Neilson
Prophet Portfolio Services, Hong Kong


"We are extremely pleased with SENTRYi technology and very impressed with their complete understanding of the advisory business model.”

Mr. Kevin Wilkinson
Chief Executive Officer
IPP Singapore
www.ippfa.com


“The SENTRYi functionality will make us more efficient and ensure that compliance requirements are met. Our clients will enjoy better service, better understanding of the investment process and overall, increased satisfaction with the IPP services,”

Mr. Albert Lam, Head of Advisory Board
IPP Singapore

www.ippfa.com


"The SENTRYi innovative modeling and automation solutions have proven to match with our research methodologies, our investment style and our operational needs”

Mr. Byron Murphy
Managing Director
Global Strategies
www.globalstrategies.com.sg


“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

 

 


 
 
 

The SENTRYi Portfolio Designer enables Product Selections, Sector Research, Fund Selection, real time Portfolio Optimization and automation of subscription forms...


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