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What is Optimizer?

Create precise guidelines for asset allocation and ensure that your portfolio functions according to your strategy. Modify your investment portfolios by utilizing detailed risk metrics or assessing the risk profiles of individual assets. Enhance your asset allocations by prioritizing risk considerations or analyzing risk-adjusted return indicators. Strive to eliminate infrastructure costs entirely. Portfolio managers can easily initiate and swiftly grow their operations while keeping overhead expenses minimal. Automatic system updates and maintenance routines allow for effortless portfolio management and improved efficiency. It's essential to acknowledge that risks can arise unpredictably, underscoring the importance of a systematic risk management approach to maintain oversight of your portfolios. The risk management engine provides timely insights into the amount of capital at risk. Instead of relying on rough approximations, portfolio managers can track portfolio volatility and asset price risks directly via the dashboard. Our capital management software prioritizes client needs, ensuring an exceptional experience for both managers and investors. With these integrated solutions, you can adeptly navigate asset management's complexities and substantially improve your decision-making process. Ultimately, embracing these strategies will empower you to achieve greater financial success and stability in an ever-changing market landscape.

What is iPlus?

iPlus is utilized by 85% of investment management firms in Africa that are licensed by central banks. This asset management platform enables organizations to effectively establish, oversee, and control their investment portfolios. With the capabilities of iPlus, firms can manage various investments, including money market, equity, and real estate assets. Additionally, it facilitates periodic portfolio valuations for better financial oversight. Clients benefit from user-friendly web portals that enhance their access to investment information and management tools. This comprehensive solution streamlines investment processes and improves overall efficiency.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

$220 per month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Synertree CMS

Date Founded

2016

Company Location

Canada

Company Website

synertree.ca

Company Facts

Organization Name

ITAfrica

Company Location

Malawi

Company Website

www.itafrica.biz

Categories and Features

Financial CRM

Account Alerts
Asset Management
Household Tracking
Influence Tracking
Lead Management
Relationship Tracking
Team Assignments

Financial Reporting

"What If" Scenarios
Balance Sheet
Forecasting
Profit / Loss Statement

Financial Risk Management

Market Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Value At Risk Calculation

Financial Services

Analytics
Branch Optimization
Compliance Management
Customer Engagement
Performance Management
Risk Management

Investment Management

Benchmarking
Client Management
Portfolio Management
Risk Management

Categories and Features

Equity Management

Not specified

Financial Reporting

Not specified

Financial Services

Compliance Management
Customer Engagement

Investment Management

Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Performance Metrics
Portfolio Management
Risk Management

Loan Origination

Compliance Management
Customer Database
Fee Management
Loan Processing

Loan Servicing

Application Management
Business Loans
Collections Management
Compliance Management
Customer Database
Fee Management
Investor Management
Loan Processing

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