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features
design
support

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Write a Review

Description

Assessing opportunities in early-stage research and development as well as new product creation necessitates advanced tools that provide both flexibility and clarity, enabling your team to confidently reach informed decisions. DPL Portfolio presents a comprehensive suite of analytical instruments within a user-friendly interface. Implementing DPL Portfolio in your organization is straightforward and manageable. Our proven methodology for implementation has been successfully applied in numerous top-tier organizations, ensuring a swift and hassle-free process. If you have an urgent requirement, DPL Portfolio can be utilized immediately with data sourced from standard Excel files located on a server, and its installation software operates seamlessly on client machines. For those organizations needing enhanced data management capabilities, DPL Portfolio can also be seamlessly integrated with widely-used database systems. This database-driven approach facilitates automated data updates, enhances control over sensitive information, and allows for meticulous tracking of your portfolio's version history, thereby streamlining your overall project management effectively.

Description

Establish clear asset allocation guidelines and ensure your portfolio operates as planned. Adjust your investment portfolios based on comprehensive risk metrics or the risk levels of individual assets. Refine your asset allocations by focusing on risk or evaluating risk-adjusted return metrics. Aim to minimize your infrastructure expenses to nothing. Portfolio managers can effortlessly initiate and rapidly expand their operations while maintaining low overhead costs. System updates and maintenance processes are handled automatically, allowing you to manage your portfolio with ease and enhanced efficiency. It's important to remember that risks can emerge unexpectedly, making a systematic risk management strategy crucial for maintaining control over your portfolios. The risk management engine delivers timely updates regarding the monetary amount at risk. Rather than relying on rough estimates, portfolio managers can observe portfolio volatility and asset price risks directly from the dashboard. Our capital management software is designed with the needs of your clients at the forefront, ensuring an optimal experience for both managers and investors alike. With these integrated solutions, you can effectively navigate the complexities of asset management and significantly enhance your decision-making process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$10,990 one-time payment
Free Trial Yes 
Free Version No 

Pricing Details

$220 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Syncopation

Founded

2003

Country

United States

Website

www.syncopation.com/products/dpl-portfolio/

Vendor Details

Company Name

Synertree CMS

Founded

2016

Country

Canada

Website

synertree.ca

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Product Features

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet Yes 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management Yes 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests No 
Value At Risk Calculation Yes 

Financial Services

Analytics Yes 
Branch Optimization Yes 
Channel Management No 
Compliance Management Yes 
Customer Engagement Yes 
Performance Management Yes 
Risk Management Yes 

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management Yes 

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