financial technology
Streamline capital management with data analytics & automation solutions
Each investor is unique so systematizing financial mandates can be extremely complex. With more financial products, financial professionals need to spend more time understanding their clients and less time building one-off financial models. Integrating modular financial technology solutions can drastically enhance capital management system without sacrifice servicing individual needs. Financial technology such as data processing and the automation of routine tasks can provide a number of benefits, including larger scale analysis, shorter processing time and more efficient trading.
Investment portfolio management is not only a research-intensive management practice but also an intricate decision-making process. Portfolio managers often need to make huge impact decisions with limited time or information. As a result, behavioral bias could dominate decision makers’ investment principles; consequently leading capable managers making less capable decisions. With data based approaches, financial professionals can isolate and manage different type of risks and returns, effectively limit behavioral errors with machine built algorithms.
Risk analytics is often overly simplified as the volatility risk without considering credit and price risks. As a result, a less identified risk problem is being resolved with a less effective solution. However, a complete risk analysis requires significant investments on capital expenditures. Cloud based technologies as a platform can greatly reduce upfront infrastructure and risk professional costs. Furthermore, data analysis can be conducted on a granular level and visualized on our interface, providing a better risk control environment for professionals.
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Leon Yin2020-04-03 21:37:042020-04-16 18:05:26Stress Testing for Your Portfolio
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Leon Yin2020-02-02 15:33:152020-04-16 18:05:11Quantitative Analysis for Portfolio Management
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Leon Yin2019-01-30 20:11:172020-05-20 01:11:24Portfolio Management in Fintech
Financial Technology
Synertree services firms & investors with data analytics + customized SaaS solutions. Our goal is to provide both value-added and cost-effective capital management solutions.
Over the years working in the financial analytics and consulting industries, we have identified many behavioural and informational frictions in the capital management business. Although the financial system is fairly efficient, we trust some people can always be better served. And we believe our integrity and innovations can help bring new solutions to the financial industry.
Looking for a synergistic partner? You are at the right place.
For Investment Management
For Portfolio Management
For Capital Management