Case Study

Simplified custom portfolio modelling with powerful tools

PureSolutions

CHALLENGE

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

SOLUTION

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.

RESULTS

Significantly enhanced client engagement with these new portfolio tools.

Boosted sales of Sentry funds.

CI Investment purchased Sentry for their funds and this tool.