Synario

Synario

PFM Solutions
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+

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About

Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio.

About

Synario is an industry-leading financial modeling platform designed to answer tomorrow's questions today. Make data-informed decisions with confidence, leading your organization to a brighter financial future with Synario. Leave archaic spreadsheet-based financial modeling behind and switch to a purpose-built modeling platform where advanced modeling, analysis, and insight come out-of-the-box. With automated financial statements and patented layering technology, Synario can give your finance team a full-field view of your financial future. Reach out to us to see how Synario could benefit your unique organization. Synario contains the best financial modeling tools to analyze even the most complex strategic or financial scenarios. Coupled with complete customizability, Synario can create all types of financial models with ease. Patented layering technology makes Synario financial models better able to replicate any scenario.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment advisors

Audience

CFO's and their teams seeking a solution to improve their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AdvisoryWorld
Founded: 1987
United States
www.advisoryworld.com

Company Information

PFM Solutions
Founded: 1999
United States
www.synario.com

Alternatives

Alternatives

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Valere

Valere

Retransform

Categories

Categories

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Integrations

MoneyGuide
SmartOffice

Integrations

MoneyGuide
SmartOffice
Claim AdvisoryWorld and update features and information
Claim AdvisoryWorld and update features and information
Claim Synario and update features and information
Claim Synario and update features and information