Manage Investment Portfolios with Science
Apply financial technology to your portfolio
Let Data Learn The Mistakes
Financial Technology as Your Portfolio Management Partner
Uses multi-dimensional vectorization to create probabilistic loss on risk managements and security valuations. Our financial software are built from empirical researches and Nobel Prize winning methodologies such as Harry Markowitz’s Mean-Variance optimization and William Sharpe’s Capital Asset Pricing Model and Sharpe ratio.
Powered by Quantitative Science
Provides CRM and financial planning technologies that help firms tie their success with fiduciary mind-set. The objective of linking client engagement technology is to promote transparent portfolio management practice, clean fees, and descriptive expectation of risks and returns.
Financial behavior science shows investors make the same mistakes
“It’s no use going back to yesterday, because I was a different person then.”
Alice, Alice in Wonderland by Lewis Carroll
At Synertree, we aim to help you make different mistakes from yesterday.
Customized Portfolio Management Services