Optimizer

Optimizer

Synertree CMS
+
+

Related Products

  • Dynamo Software
    62 Ratings
    Visit Website
  • Fraud.net
    56 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • D&B Risk Analytics
    69 Ratings
    Visit Website
  • D&B Finance Analytics
    631 Ratings
    Visit Website
  • Plaid
    116 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Sharesight
    500 Ratings
    Visit Website
  • Everstage
    3,247 Ratings
    Visit Website

About

Years of applied machine learning research in collaboration with finance and related industries has led us to push the envelope in robust forecasting and risk optimization. Both in terms of technology and data science process. Despite continued advances in AI, we advocate caution towards "one-size-fits-all" forecasting technologies. Rather, we produce bespoke solutions which excel in the context they were created for. We do this by drawing upon proven principles in a variety of disciplines, including: signal processing, information theory, evolutionary algorithms, deep neural networks and ensemble learning... always underpinned by rigorous traditional statistics and data science. As standard our methods output probability distributions describing every possible combination of outcomes, permitting holistic risk analyses and the quantification of rare or "black swan" events.​

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.

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

Companies searching for a forecasting and risk optimization solution to manage and improve their operations

Audience

Companies seeking a solution to price and quantify their portfolio risks

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

$220 per month
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

ForecastThis
United Kingdom
www.subjectivesystems.com/forecastthis

Company Information

Synertree CMS
Founded: 2016
Canada
synertree.ca

Alternatives

NumXL

NumXL

SPIDER FINANCIAL CORP

Alternatives

Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management
Allvue

Allvue

Allvue Systems
PackHedge™

PackHedge™

FinLab Solutions SA
PackHedge™

PackHedge™

FinLab Solutions SA
iPlus

iPlus

ITAfrica
Optimizer

Optimizer

Synertree CMS

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

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim ForecastThis and update features and information
Claim ForecastThis and update features and information
Claim Optimizer and update features and information
Claim Optimizer and update features and information