Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance the safeguarding of your portfolios, increase asset acquisition, evaluate trading strategies, and automate everyday risk management tasks all within one comprehensive platform. Expand your business operations, streamline client data, adhere to regulatory standards, and generate recommendations effortlessly through automation. By automating workflows, you can facilitate business growth, incorporate both liquid and illiquid assets, and simplify family reporting processes. As a top-tier provider of investment workflows, we empower money managers with a robust platform that seamlessly integrates with our advanced risk engine. Our automated workflows efficiently analyze, structure, and securely disseminate portfolio reports and alerts, allowing clients to reclaim precious time. Experience greater precision in investment protection through our sophisticated calculation engine, which is tailored to evaluate portfolios that range from basic equities to more intricate multi-asset, long/short strategies. In mere seconds, thousands of potential portfolio outcomes can be simulated, providing invaluable insights for strategic decision-making. Ultimately, our platform not only enhances efficiency but also positions clients for long-term success in the ever-evolving investment landscape.
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
Yes
API Access
Has API
No
Integrations
Addepar
Yes
Blueleaf
Yes
Intrinio
Yes
Thomson Reuters Compliance Learning
Yes
Integrations
Addepar
No
Blueleaf
No
Intrinio
No
Thomson Reuters Compliance Learning
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$220 per month
Free Trial
Yes
Free Version
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
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)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Everysk
Founded
2016
Country
United States
Website
www.everysk.com
Vendor Details
Company Name
Synertree CMS
Founded
2016
Country
Canada
Website
synertree.ca
Product Features
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
Yes
For Hedge Funds
Yes
Liquidity Analysis
Yes
Loan Portfolio Management
Yes
Market Risk Management
Yes
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
No
Hedge Fund
Compliance Management
Yes
Contact Management
No
Investor Accounting
No
Investor Reporting
Yes
P&L Calculation
No
Partnership Accounting
No
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Risk Management
Alerts/Notifications
Yes
Auditing
No
Business Process Control
No
Compliance Management
Yes
Corrective Actions (CAPA)
No
Dashboard
No
Exceptions Management
No
IT Risk Management
No
Internal Controls Management
No
Legal Risk Management
No
Mobile Access
Yes
Operational Risk Management
No
Predictive Analytics
Yes
Reputation Risk Management
No
Response Management
Yes
Risk Assessment
No
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