Who Uses This Software?

investment advisors, portfolio managers, investment managers


Average Ratings

2 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • Synertree CMS
  • synertree.ca
  • Founded 2016
  • Canada

About Cubits

Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental focused, quantitative built, and client oriented.


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Cubits Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Cubits Reviews Recently Reviewed!


Screen opportunities and test strategies

Jan 21, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Simple and easy to use, great for risk management. Built by portfolio manager so very intuitive for professionals. Integrated with a lot of statistics and simulations.

Cons: Need dynamic hedging on option strategy. I trade options and hope to have option hedging simulations for my strategy building. Current simulation provides price distributions but the ability to hedge with real time options and simulate would be helpful. Please consider adding the feature.

Vendor Response

by Synertree CMS on January 22, 2018

Dynamic hedging is one of the upcoming featured functions on our list. We should have it fully tested and implemented before Spring this year. You will receive an update soon. Thank for your support.

Must have platform for registered investment managers.

Dec 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: The platform is well structured with functional, useful features. It helps me understand and manage risks. I also can rely on its fundamental research.

Cons: Need more documentations. It is quite self-explained for most parts but it is still a very sophisticated piece of software with tons of formulas and quantitative measures and functions. Live support is available but more documentation would be helpful.

Overall: Risk controlled, security performance, and client engagement.