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.
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Pricing
Starting Price:
$220 per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Synertree CMS
Founded: 2016
Canada
synertree.ca
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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
