Customized financial software for the inquisitive financial professionals
Customized Financial Software Products
Customized capital management software helps professional focus on the big picture. A financial machine for financial professionals
Customized capital management software are built with your clients in mind. Treat investors with the highest level of professionalism and ethics. Synertree’s products help professional focus on client engagement by automating the management process.
Fundamental Focused
Use data analytics, fundamental methodologies, and multi-dimensional vectorization to create probabilistic loss on risk managements and security valuations. Our financial software are built on empirical research and Nobel Prize winning methodologies.
Outcome Oriented
Customized financial software helps firms achieve higher level of success and fiduciary mind-set. The objective of linking client engagement technology is to promote transparent management practice with better descriptive expectation of actions and results.
Integrate Your Solutions
Portfolio Management
Capital Management
Data Management
Customize Your Products
Portfolio Management Engine
For Portfolio Management
- Asset optimizations
- Financial profiling
- Equity Research
- Financial planning
- ETF management
Algorithmic Trader
For Investment Management
- Risk Management
- Price Simulations
- Backtesting
- Equity Analysis
- Momentum tests
Capital Management Partner
For Capital Management
- Strategic planning
- Financial planning
- Business analytics
- Product management
- Strategic Partnership
Scientific Workflow for Capital Allocators
“It’s no use going back to yesterday, because I was a different person then.”
Alice, Alice in Wonderland by Lewis Carroll