Your desk's work, done better and faster.
What we doAnalysis, construction and the evidence behind a recommendation are skilled work done under time pressure, and the time is what caps how many clients one professional can serve properly.
We are not another interface. We provide the services the work is made of — portfolio analysis, strategy construction, an AI surface onto both, and the record that comes out of them — so the ceiling moves and the work that was reserved for your largest relationships reaches the rest of the book.
Attribution, exposure and forward-looking risk across a whole book, down to a single account. One cross-asset model covers listed holdings, funds and the assets held elsewhere, so the answer is about the client's real exposure rather than about the securities you happen to custody.
Build a strategy from your own shelf and your own house views, then hold it to a mandate: constraints, exclusions and risk budget enter the optimiser during construction rather than being checked after it. Deploy one for a segment or one per client — the work is the same either way.
Ask in your own words and get the quantitative process, not a paraphrase of one. The model routes the question to the deterministic engine, and what comes back shows its working — the inputs it used, the steps it ran and the numbers those produced.
Suitability, the disclosures that were shown and the reasoning behind a recommendation are recorded as the work happens, not reconstructed for a review. The record is replayable, which is the difference between having a file and being able to answer a question about it two years later.
Leave the competition behind. Upgrade your business with Sentry.
Introducing SentryVirtual teams at your disposal: specialist agents that monitor, analyse and propose — continuously, on your behalf.
A major leap forward. Persistent agents that work alongside you as a team, with long-term, transparent memory — all inside regulated finance, bound by mandate limits and compliance rules, leaving a full audit trail.
Five specialists, one operating envelope.
Sentry at workDelegate a standing task and it runs until something worth your attention happens. Every agent works inside the same mandate limits, and everything it did is on the record.
Example agents
Observation
FOMC press conference · 2025-09-17
Powell signals a “risk-management cut”
Fed cut 25 bps to 4.00–4.25%. Powell cited rising downside risks to employment — the dot plot now implies two more cuts in 2025, a clearly dovish path.
Markets Analyst's process
Markets Analyst's suggestion
Rebalance plan
Position 14 mandates for the dovish path
Accomplishing in seconds what previously took hours.
The big upgradeA question in your own words, resolved through the quantitative process it actually needs, and answered with the working shown.
The reality
All good solutions are quantitative
The challenge
But few speak that language
The bridge
Analyzera bridges that gap
Query
Process
Result
The portfolio declined 3.2% last week, driven primarily by Vetralyx Biosciences' failed Phase III trial (−18.4%). Fixed income partially offset losses.
The reality
All good solutions are quantitative
The challenge
But few speak that language
The bridge
Analyzera bridges that gap
Query
Process
Result
The portfolio declined 3.2% last week, driven primarily by Vetralyx Biosciences' failed Phase III trial (−18.4%). Fixed income partially offset losses.
The work your desk already does, in a fraction of the time.
Use casesPick a task below and watch it run end to end — the question, the process it goes through, and what lands on your desk at the end of it.
Prepare reports in minutes, not hours
Client or portfolio reports and performance commentary have never been simpler or more dynamic.
Introducing Compliant AI
ArchitectureFinance runs on trust. Compliant AI is built around it, embedding your L&C framework, business logic, and client data into every step, not bolting it on at the end.
Every number traced, calculation documented.
Suitability & complianceCompliance is not a guardrail or disclaimer. It is a system you build from the start, one where data traces back to its source, calculations run through documented quantitative processes, and your L&C framework shapes every solution before it reaches your client.
Fully transparent
All data traced back to the source, with deterministic checks. Calculations powered by documented quantitative processes.
Logic and hallucinations
Clearly label or prohibit data or suggestions directly from the LLM. Verification that output adheres to defined business logic.
L&C framework
Legal and compliance, and your client's situation is not an afterthought, it enters initial task planning, quantitative processes and output checks.
Making the boring powerful and attainable.
IntegrationIntegrates with your tech stack, your existing investment process and your data. Deployed with any major LLM and cloud provider.