Optimizer

Optimizer

Synertree CMS
+
+

Related Products

  • Plaid
    114 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Sage Intacct
    7,363 Ratings
    Visit Website
  • North One
    5,025 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • D&B Risk Analytics
    58 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Sharesight
    488 Ratings
    Visit Website
  • Moxo
    194 Ratings
    Visit Website
  • D&B Finance Analytics
    617 Ratings
    Visit Website

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.

About

audius:Finance combines the general advantages of Microsoft Dynamics 365 with the industry-specific requirements of diverse financial service providers in one single solution. Asset managers, developers, and distributors of investment products, insurers, and real estate agents can use add-on modules to tailor their CRM system to their individual business models. Make recurring tasks for customer meetings, legal clarification, or damage/loss reporting even more efficient. We continuously develop our industry-specific software solutions, always under observance of the latest operational and legal requirements. We offer the perfect add-on for every task to ensure that your system remains flexible, scalable and up to date. You only use and pay for what you actually need. audius:Finance is our solution to support the industry-specific business processes of financial service providers.

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 seeking a solution to price and quantify their portfolio risks

Audience

Financial service providers seeking a solution to improve their business processes and financial operations

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

$220 per month
Free Version
Free Trial

Pricing

No information available.
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

Synertree CMS
Founded: 2016
Canada
synertree.ca

Company Information

audius
Germany
www.audius.de/en/software/industry-solutions/audius-finance

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
iPlus

iPlus

ITAfrica
Redtail CRM

Redtail CRM

Redtail Technology
Innoveo Skye

Innoveo Skye

Innoveo

Categories

Categories

Financial CRM Features

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

Financial Services Features

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

Integrations

Microsoft Dynamics 365

Integrations

Microsoft Dynamics 365
Claim Optimizer and update features and information
Claim Optimizer and update features and information
Claim audius:Finance and update features and information
Claim audius:Finance and update features and information