Who Uses This Software?

investment advisor, portfolio manager, investment manager


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $220.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    24/7 (Live Rep)

Vendor Details

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

About Optimizer

Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning.


Optimizer Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • "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
  • Compliance Management
  • Credit Risk Management
  • Liquidity Analysis
  • Loan Portfolio Management
  • Market Risk Management
  • Operational Risk Management
  • Portfolio Management
  • Portfolio Modeling
  • Risk Analytics Benchmarks
  • Stress Tests
  • Value At Risk Calculation
  • Analytics
  • Branch Optimization
  • Channel Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Risk Management
  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

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