Audience
Companies seeking a solution to price and quantify their portfolio risks
About Optimizer
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.
Other Popular Alternatives & Related Software
Risk Shell
Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are:
• Quantitative and qualitative asset screening and manager selection
• Risk analytics delivering hundreds of statistics
• Macroeconomic Scenario Screening™
• Multi-statistic and traditional Peer Group Analysis
• Returns-Based Analysis and Holdings-Based Analysis
• Portfolio optimization incl. market-neutral portfolio builder
• Portfolio What-if analysis
• Portfolio marginal risk contribution
• Stochastic simulation and stress testing
• Risk budgeting
• Performance attribution analysis, style analysis and factor analysis
• 50+ interactive charts
• Shadow accounting for hedge Fund of Funds
• CRM & Document management
• Due Diligence tools designed for hedge funds
Learn more
Venn by Two Sigma
Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more.
Learn more
Allvue
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.
Learn more
Windham Portfolio Advisor
Windham Portfolio Advisor (WPA), a portfolio optimization and risk management solution, integrates independent and acclaimed research in a suite of applications. Quick and easy, Windham Portfolio Advisor enables users to perform complex analysis. With Windham Portfolio Advisor, users can generate portfolios that satisfy their clients' requirements and their investment goals. Windham Portfolio Advisor provides users with risk management tools to assist them in managing complex sources of portfolios. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios designed to increase the probability of investment success in both resilient and fragile markets. Key inputs to this process are Windham’s proprietary risk measures, which measure risk concentration and statistical similarity to past episodes of market weakness.
Learn more
Pricing
Starting Price:
$220 per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Synertree CMS
Founded: 2016
Canada
synertree.ca
Videos and Screen Captures
Other Useful Business Software
Auth0 for AI Agents now in GA
Connect your AI agents to apps and data more securely, give users control over the actions AI agents can perform and the data they can access, and enable human confirmation for critical agent actions.
Product Details
Platforms Supported
Cloud
Training
Live Online
Support
24/7 Live Support
Optimizer Frequently Asked Questions
Optimizer Product Features
Financial CRM
Account Alerts
Asset Management
Household Tracking
Influence Tracking
Lead Management
Relationship Tracking
Team Assignments
Expense Tracking
Marketing Management
Territory Management
Financial Reporting
"What If" Scenarios
Balance Sheet
Forecasting
Profit / Loss Statement
Audit Trail
Cash Management
Consolidation / Roll-Up
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Financial Risk Management
Market Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Value At Risk Calculation
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Operational Risk Management
Stress Tests
Financial Services
Analytics
Branch Optimization
Compliance Management
Customer Engagement
Performance Management
Risk Management
Channel Management
Investment Management
Benchmarking
Client Management
Portfolio Management
Risk Management
Accounting Management
Bonds / Stocks
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
