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.
Your first 15 minutes
1. Log in
Open sentinel.centricitywealth.tech and sign in with your SSO credentials. Your account manager will have provisioned your tenant, workspace, and role before your first login.
2. Upload your first document
Navigate to Nexus → Upload and drag a CAS PDF into the drop zone. The pipeline runs in the background — you’ll see real-time progress as each stage completes.
3. Review the extraction
Once processing finishes, open the document to see:
- Holdings table with ISIN, scheme name, units, NAV, and market value
- Asset allocation pie chart (equity / debt / hybrid / alternatives)
- Confidence scores per field
- Source page references for every data point
4. Ask a question
Go to Zen → New Chat and type: “What is my equity allocation versus last quarter?” Zen reads your uploaded documents, computes the comparison, and cites the source pages.
5. Export or share
Download the extraction as Excel, or generate a branded PDF report for your client meeting.
See the full Getting started guide for a detailed walkthrough with screenshots.
What’s supported today
| Capability | Details |
|---|---|
| Document types | CAS, mutual fund statements, broker statements, AIF statements, KYC forms (PDF) |
| Languages | English (UI + chat). Hindi document OCR on roadmap. |
| Concurrent uploads | Yes — drag multiple files, each tracked independently |
| Export formats | Excel (holdings + underlying), branded PDF report, JSON via API |
| Mobile | Responsive web app — tablet and phone optimised |
| Security | AES-256 encryption, India data residency, role-based access |
Who this is for
- Relationship Managers — Prepare client reviews in minutes, not hours
- Private Office CIOs — Consolidate multi-entity holdings across family members
- Operations Teams — Eliminate manual data entry from statements
- Compliance Officers — Audit every extraction with full provenance tracking
Trust and Security
- Data residency: All data stored in AWS Mumbai (ap-south-1)
- Encryption: At-rest (AES-256) and in-transit (TLS 1.3)
- Access control: Role-based with SSO integration
- Audit trail: Every document access, extraction, and export is logged immutably
- Compliance: SEBI-aligned disclaimers on all AI-generated advice
See Security & privacy for the full security posture.
Need a real demo?
Open the live app with your provisioned credentials, or contact your account manager for a guided walkthrough.