Optimizer

Optimizer

Synertree CMS
Broadridge Risk Master Optimizer

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Broadridge Risk Master:

About

Risk Master helps mutual funds and ETF providers control market and credit exposure across asset classes and investment strategies. Users can efficiently run historical scenario analysis, calculate VaR and apply portfolio stress factors for comprehensive risk reporting. Our cloud-based risk management system is integrated with our order management (OMS) and portfolio management (PMS) systems in a single application. Consolidate your approach to risk exposure. Our representatives and specialists are ready with the solutions you need to advance your business. Stay focused on your core business while meeting regulatory requirements with our expertise and data-driven solutions. Asset managers use Broadridge's platform. Broadridge, a global Fintech leader with $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives.
Optimizer:

About

Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.
Broadridge Risk Master:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Optimizer:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Broadridge Risk Master:

Audience

Enterprises interested in a solution to mitigate risk across all markets and asset classes
Optimizer:

Audience

Companies seeking a solution to price and quantify their portfolio risks
Broadridge Risk Master:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Optimizer:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported
Broadridge Risk Master:

API

Offers API Not Supported
Optimizer:

API

Offers API Not Supported
Broadridge Risk Master:

Screenshots and Videos

Optimizer:

Screenshots and Videos

Broadridge Risk Master:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Optimizer:

Pricing

$220 per month
Free Version Not Supported
Free Trial Supported
Broadridge Risk Master:

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
Optimizer:

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
Broadridge Risk Master:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
Optimizer:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Broadridge Risk Master:

Company Information

Broadridge
United States
www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/credit-and-market-risk
Optimizer:

Company Information

Synertree CMS
Founded: 2016
Canada
synertree.ca
Broadridge Risk Master:

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Optimizer:

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Optimizer:
Risk Shell

Risk Shell

ABC Quant
Broadridge Risk Master:
Optimizer:
Broadridge Risk Master:

Categories

Optimizer:

Categories

Optimizer:

Financial Risk Management Features

Compliance Management Not Supported
Credit Risk Management Not Supported
For Hedge Funds Not Supported
Liquidity Analysis Not Supported
Loan Portfolio Management Not Supported
Market Risk Management Supported
Operational Risk Management Not Supported
Portfolio Management Supported
Portfolio Modeling Supported
Risk Analytics Benchmarks Supported
Stress Tests Not Supported
Value At Risk Calculation Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Not Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported

Financial Services Features

Analytics Supported
Branch Optimization Supported
Channel Management Not Supported
Compliance Management Supported
Customer Engagement Supported
Performance Management Supported
Risk Management Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Not Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Supported
Risk Management Supported
Broadridge Risk Master:

Integrations

AccessFintech Supported
Optimizer:

Integrations

AccessFintech Not Supported
Broadridge Risk Master:
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Optimizer:
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