<img src="https://ws.zoominfo.com/pixel/KHmLBpAPeu32jXBQxtSb" width="1" height="1" style="display: none;">
+
October 31, 2020

Simplified custom portfolio modelling with powerful tools

1 min read

Case9

 CHALLENGEblue_down_arrow

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.

Screenshot-from-2018-09-21-17-40-12