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What is What-if Analysis Manager?

The What-if Analysis Manager is an advanced add-in for Microsoft® Excel® designed to help users effectively and intuitively analyze data within spreadsheets. Based on user suggestions, this latest version incorporates substantial improvements over previous iterations, which means that users will need to recreate their existing models for optimal functionality. We sincerely thank you for your patience during this necessary transition, as it is a one-time process. To get started, you should first use the Manage Inputs and Manage Outputs tools to organize your data before exploring the enhanced features that follow. After completing these initial steps, you will unlock the complete suite of analysis tools that will provide you with a deeper understanding of your data, ultimately empowering you to make more informed decisions. Furthermore, these refinements aim to streamline your experience, making data analysis more accessible and efficient than ever.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$69.95/one-time/user

Pricing Information

$220 per month
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

24 Hour Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

Jabsoft

Date Founded

2003

Company Location

Peru

Company Website

www.jabsoft.com/what_if_analysis_manager/what_if_analysis_manager.htm

Company Facts

Organization Name

Synertree CMS

Date Founded

2016

Company Location

Canada

Company Website

synertree.ca

Categories and Features

Financial Risk Management

Credit Risk Management
For Hedge Funds
Loan Portfolio Management
Market Risk Management
Stress Tests

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

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