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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

SEER is Galorath’s proven estimation platform, designed to give project teams confidence in planning, forecasting, and decision-making. With decades of validation, SEER provides structured models that help organizations predict cost, schedule, labor, and risk across diverse industries. Its capabilities enable faster forecasting, scenario testing, and should-cost analysis, empowering teams to align budgets with strategy. The platform reduces the delays caused by disconnected tools by centralizing estimation and planning in one transparent system. SEERai, the platform’s AI-driven layer, makes these models more accessible with natural language interaction, real-time suggestions, and automated scenario orchestration. Teams can test trade-offs quickly, leveraging retrieval-augmented insights from historical data to refine project outcomes. By integrating with ERP, PLM, and project management systems, SEER ensures alignment across technical practitioners, project owners, and leadership. The result is a unified system for estimating, planning, and optimizing projects that accelerates delivery while reducing cost and risk exposure.

Description

Managed accounts have emerged as a pivotal aspect for alternative investment managers seeking significant allocations, bringing with them complexities such as block trades, price allocation, multiple clearing relationships, and the necessity for give-up reporting, all of which add layers of difficulty not typically encountered when trading a fund. Interestingly, Commodity Trading Advisors (CTAs) are essentially marketing one of the most fundamental commodities: Risk Adjusted Returns, where a 10% risk-adjusted return from advisor A is fundamentally equivalent to the same return from advisor B. The true differentiators among advisors lie in the subtleties of client interaction, especially during periods of underperformance. To better understand the motivations behind firms choosing TheBooks as their primary operating software, we conducted a survey of our clients, and their feedback may provide valuable insights. Distinct from conventional accounting systems, TheBooks® has been purposefully crafted to cater to the needs of traders, ensuring a more streamlined and efficient operational experience. This tailored design reflects an understanding of the unique challenges faced in trading environments.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ScopeMaster Yes 

Integrations

ScopeMaster No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Galorath

Founded

1979

Country

United States

Website

galorath.com

Vendor Details

Company Name

DMAXX

Website

www.dmaxx.com

Product Features

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management Yes 

Product Features

Currency Exchange

Analytical Reporting Yes 
Client Management Yes 
Custom Account Statements No 
Data Backup Scheduling No 
For Money Exchanges No 
Margin Management Yes 
Market Data Access No 
Position Management Yes 
Real Time Currency Quotes No 
Real Time Tracking Yes 
Transaction Management Yes 

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