Synertree Capital Management Services
HQ Address
Suite 200 – 1847 Marine Dr., West Vancouver, BC V7V 1J7, Canada
Website Address
Business introduction
We grow together
Synertree provides financial technologies and strategic management resources to investment managers and small to medium size businesses
Synertree CMS connects dots between investors, investment managers, and businesses with financial technology and management consulting.
Financial Technology Platform
Since 2016, we have served as a trusted partner for institutions and investment advisors, providing portfolio management services and solutions based on a thorough understanding of the portfolio management process. Our risk engine works as the backbone for investment managers’ daily management practices, utilizing parametric models that have been used by sell-side investment banks.
Portfolio Management Services
By taking objective and scientific approaches to understand your investment practice, we bring with us fundamental values and effective financial technology to help you build a transparent and a high value-proposition financial advisory practice. Some of the services we provide are model portfolio building, team-collaborative consulting, fee-based transition consulting, and algorithmic financial technology.
Management Consulting
Our technical resources and financial knowledge enable us to advise firms on their strategic decisions and financial issues. As a strategic partner, we focus on the fundamentals of the business, its long-term growth and stability of earnings. We can act as a changing agent or as an advisory partner. Either way, our goal is the same – help businesses achieve higher potentials and make greater differences.
Synertree Capital Management Services Solutions
Synertree CubitBlack
What is CubitBlack? CubitBlack is a portfolio management platform driven by a quantitative engine. Fundamental analysis, opportunity screening, pre-trade, build strategy, and risk management. How can Synertree help me? CubitBlack helps you actively manage risks and seek opportunities. Build trading strategies and manage portfolios with scientific procedures. Top down Industry and security screener. Asset allocation recommendations. Build......
business needs
view solutionSynertree Optimizer
Optimal decisions every time Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see......
