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
Supported
Asset Management
Supported
Household Tracking
Supported
Influence Tracking
Supported
Lead Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Expense Tracking
Not Supported
Marketing Management
Not Supported
Territory Management
Not Supported
Financial Reporting
"What If" Scenarios
Supported
Balance Sheet
Supported
Forecasting
Supported
Profit / Loss Statement
Supported
Audit Trail
Not Supported
Cash Management
Not Supported
Consolidation / Roll-Up
Not Supported
General Ledger
Not Supported
Income Statements
Not Supported
Multi-Company
Not Supported
Multi-Department / Project
Not Supported
Financial Risk Management
Market Risk Management
Supported
Portfolio Management
Supported
Portfolio Modeling
Supported
Risk Analytics Benchmarks
Supported
Value At Risk Calculation
Supported
Compliance Management
Not Supported
Credit Risk Management
Not Supported
For Hedge Funds
Not Supported
Liquidity Analysis
Not Supported
Loan Portfolio Management
Not Supported
Operational Risk Management
Not Supported
Stress Tests
Not Supported
Financial Services
Analytics
Supported
Branch Optimization
Supported
Compliance Management
Supported
Customer Engagement
Supported
Performance Management
Supported
Risk Management
Supported
Channel Management
Not Supported
Investment Management
Benchmarking
Supported
Client Management
Supported
Portfolio Management
Supported
Risk Management
Supported
Accounting Management
Not Supported
Bonds / Stocks
Not 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
