Building Financial Technology on Fundamental Values
A financial technology company for SMB
SaaS & Customized Platforms for Businesses
Integrates financial technology with end users in mind. Investors and consumers should be treated with the highest level of professionalism and ethics. Synertree’s platforms help professional focus on client engagement by first understanding clients’ risk profiles. We are your financial technology partners.
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.
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 Software as a service
“It’s no use going back to yesterday, because I was a different person then.”
Alice, Alice in Wonderland by Lewis Carroll
We aim to allocate resources more efficiently and more effectively than yesterday.