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ease
features
design
support

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Description

Omega is a risk management platform that allows Crypto-managers to view their risk in an efficient, modular, and metricized way. Omega has a few key features 1. Portfolio Risk - To fully understand risk and position, view risk across a variety metrics, scenarios, and aggregations 2. Market Data - Exchange-based data that can be converted into standard risk pillars. Integration to Primus for SynOption Market Data. APIs for client market data 3. Lifecycle Management – Expiries, fixing management, and barrier management capabilities. APIs to notify other systems about lifecycle events 4. Portfolio Hierarchy & User Management - Flexible portfolio configurations, role-based access control for portfolio accessibility.

Description

PortfolioIQ extracts data from documents (Board decks, Financial statements), data requests (Forms and Emails) as well as models (Forecasts and Valuations), with 100% accuracy. The result: Teams can spend more time analyzing data than organizing it. Effective collection, no overhead PortCos offers automated data requests. No duplication of work when you use Docs and Forms to get metrics Dashboard to track requests status and data gaps Zero manual work No more copying and pasting from Docs into spreadsheets 100% accurate data extraction, no checks required Alerts sent automatically when key metrics change Track everything that Matters PortCo metrics can be captured. Track actuals and estimates Audit trails for tracking metric history and re-statements Create insights, not spreadsheets Standardization across metric names, time periods etc. Create Derived Metrics across your Portfolio Benchmarking effectively with time-shifts

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SynOption

Founded

2018

Country

Singapore

Website

synoption.com

Vendor Details

Company Name

Synaptic

Founded

2006

Country

India

Website

portfolioiq.ai/

Product Features

Product Features

Financial Reporting

"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

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