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portfolio management software

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Financial Software Customization

$25,000.00

Customize for your portfolio management process. This premium customization package allows you to

  • Obtain extended license for commercial use
  • Upload your logo and present the platform with your own branding
  • Print portfolio analytics report
  • Export portfolio historical daily data to an Excel file
  • Contact our support team

— OR —

Category: Portfolio Management
  • Description

Description

Customize Optimizer for your portfolio management process. Software Customization Services.

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Tel 604 | 628 7738
For Institutions
institution@synertree.ca
For Investment Advisors
ia@synertree.ca

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200 – 1847 Marine Drive
West Vancouver, BC V7V 1J7

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