For Wealth Managers
Day-to-day docs for relationship managers, private offices, and asset management firms.
For Wealth Managers
End-user docs for relationship managers, private offices, and asset management firms. Day-to-day workflows, screens, and product capabilities.
Getting started
Sign in, set up your workspace, run your first document
→Document intelligence
Nexus — extract holdings, allocation, and metadata from CAS / statements
→Financial chat
Zen — RAG-powered Q&A over your portfolio with live web search
→Portfolio analytics
Aggregated dashboards across documents and conversations
→Screens & routes
Visual walkthrough of every page in the Sentinel app
→Security & privacy
Data residency, retention, and access controls
→FAQ
Common questions from RMs, family-office leads, and admins
→What you can do here
Sentinel turns financial documents into structured, queryable data — and lets you ask questions about your portfolio in plain language. Day-to-day, that means three things:
- Upload statements and watch them parse themselves. CAS files, account statements, and PDFs go in; structured holdings and asset allocation come out. See Document intelligence.
- Ask follow-up questions in plain English. Zen reads your documents and pulls live market data when needed. See Financial chat.
- See it all on one dashboard. Aggregated metrics, recent activity, and document status. See Portfolio analytics.
What’s supported today
| Capability | Notes |
|---|---|
| Document types | CAS, mutual fund statements, broker statements (PDF) |
| Languages | English (UI + chat) |
| Concurrent uploads | Yes, with per-document status tracking |
| Export formats | Excel (holdings + underlying data), JSON via API |
| Mobile | Responsive web app — no native app yet |
Need a real demo?
Open the live app with your provisioned credentials, or contact your account manager for a guided walkthrough.