Case Study

Simplified custom portfolio modelling with powerful tools



Sentry wanted to better support its advisors to provide custom advice and have in-depth portfolio modelling discussions with their clients.


Re-designed and rebuilt Sentry’s custom portfolio modelling tools servicing both Advisors and Clients.

Created a predictive modelling solution supporting their salesforce, all based on Modern Portfolio Theory.


Significantly enhanced client engagement with these new portfolio tools.

Boosted sales of Sentry funds.

CI Investment purchased Sentry for their funds and this tool.