Synertree CMS

Cubits

5 / 5 1 review

Who Uses This Software?

investment advisors, portfolio managers, investment managers


Average Ratings

1 Review
  • 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 Cubits 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!


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
Likely

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.