Must have platform for registered investment managers.

Bewertet am 21.12.2017
Thomas R.
Investment Manager
Vermögensverwaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Risk controlled, security performance, and client engagement.

Vorteile: The platform is well structured with functional, useful features. It helps me understand and manage risks. I also can rely on its fundamental research.

Nachteile: Need more documentations. It is quite self-explained for most parts but it is still a very sophisticated piece of software with tons of formulas and quantitative measures and functions. Live support is available but more documentation would be helpful.

Screen opportunities and test strategies

Bewertet am 21.1.2018
Douglas Y.
Portfolio Manager
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis

Vorteile: Simple and easy to use, great for risk management. Built by portfolio manager so very intuitive for professionals. Integrated with a lot of statistics and simulations.

Nachteile: Need dynamic hedging on option strategy. I trade options and hope to have option hedging simulations for my strategy building. Current simulation provides price distributions but the ability to hedge with real time options and simulate would be helpful. Please consider adding the feature.

Antwort des Softwareanbieters

von Synertree CMS an 22.1.2018

Dynamic hedging is one of the upcoming featured functions on our list. We should have it fully tested and implemented before Spring this year. You will receive an update soon. Thank for your support.