Data-Driven Investing

Sentinel is a Portfolio Management and Investment Platform for Hedge Funds and Family Offices to improve investment performance with timely, actionable and trustworthy portfolio insights and tooling in a cost-effective one-stop shop.

Focus on Alpha Generation

Answers grounded in quantitative analysis. Not just reports. How did our investments perform? What should we do next?

One-stop-shop

Well-integrated A-la-carte subscriptions priced competitively for all investment data needs.

Trusted Insights with Data Governance

Sentinel Traffic Lights™ enables data validation and robust data governance.

Investment Data-as-a-Service™ (IDaaS)

For in-house Data Science and Risk Teams

IDaaS is a ready-to-use, extensible, and high-trust cloud Data-as-a-Service for the investment domain. IDaaS seamlessly integrates key financial data pipelines from administrators, Order Management Systems, Market Data and 3P Data Vendors to power sophisticated models.

Portfolio Insights™
(PI)

For Portfolio Managers and Analysts

PI gives a complete real-time view of the funds’ investments including Performance (profit and loss), Risk, and Exposures to evaluate alpha generation at all levels using Sentinel's DVA framework:

Discover patterns and trends, Validate them with robust statistics and generate a personalized Alerts dashboard.

Workflow Automation™ (WA)

For Investor Relations, Compliance and Fund Operations

Available as an add-on to the PI subscription, WA helps manage the regulatory reporting needs of funds including customizable and automated marketing workflows.

Factors Watch™
(FW)

For Portfolio Managers, Analysts, and Investor Relations

Available as an Add-on to the PI subscription, FW helps investors understand unintended risks in stock selection and provides actionable solutions to improve the quality of returns.

Home: Demo

Home: Retail Beta

For Individual Investors

Make better investment decisions

Sentinel can give you a full picture of your investments, your past performance and where you under-performed or out-performed the market so that you can learn and adjust your investments and get better returns. Our insights are used by top hedge fund managers and analysts and can be yours for free. Join our waitlist by completing this quick 5-minute survey,

Join our waitlist

Home: FAQ

Can we purchase the products individually?

Yes. Investment Data-as-a-Service (IDaaS) and Portfolio Insights (PI) products are available as standalone annual subscriptions. Workflow Automation (WA) and Factors Watch (FW) are available as add-ons on the PI subscription. The PI subscription also includes: * Sentinel's Traffic Lights System to monitor data quality and workflows * Ability to create and publish custom reports via the included BI Viewer Licenses. * Publishing System to automate report delivery via multiple channels. The Investment Data-as-a-Service includes: * Time-Machine Auditing that records all data changes and can run queries as of any date.
Does Sentinel allow product trials?

Yes. Sentinel provides free trials for the Portfolio Insights (PI) subscription which allows potential clients to evaluate if it is right for them. We can also enable limited trials for Investment Data-as-a-Service (IDaaS). Please contact us via email at sales@sentinelrisk.ai
How do clients get started with Sentinel?

To onboard, Sentinel simply needs to access the Client fund's positions and/or trades. With many common providers, this is as simple as emailing the Client's Administrators or OMS provider and authorizing Sentinel to access to relevant data feeds. Upon setup completion, which is typically less than two weeks, the Sentinel products are ready for client use. Sentinel products are securely available at http://portfolio.sentinelrisk.ai using the credentials provided by Sentinel. Single Sign-on (SSO) and Multi-Factor Authenticaion (MFA) functionality is also available for free and recommended for security.
How can I learn about Sentinel pricing?

Sentinel product offerings are available as annual subscriptions and add-ons. Subscription pricing is available on request. Please contact us via email at sales@sentinel.ai.
Does Sentinel support retail investors?

Currently, our product offerings are designed for Institutional Investors such as Hedge Funds and Family Offices who are familiar with many of the advanced concepts of portfolio construction and risk management. However, we hope to bring these same insights to a broader set of investors, including individual investors, very soon. If you are interesting in participating in a free Beta (coming soon in Q4 2022) please fill out this survey.

Contact Us

Our products are available for Equity Hedge Funds, Endowments, Pension Funds, Corporate Funds, and Family Offices. Our team would be happy to provide you with a demo or answer pricing and product feature questions.

If you are interested in our beta offering for individual investors please join our waitlist by completing this survey.

For Institutional Investors