October 31, 2020

Simplified custom portfolio modelling with powerful tools

1 min read



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

pink_down_arrow 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.

green_down_arrow 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.