We help small enterprises (SMEs) achieve big mandates with our workflow optimization and capital allocation solutions
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Services & Solutions
Customized solutions for complex financial needs. Data mapping and regression solutions for research & analysis, trading & risk management. Automate functional process and integrate cloud based solutions.
Use our CFO Partner SaaS to convert your strategic plans into actionable financial models. Maximize total shareholder return and integrate ERM. Provide FP&A, bookkeeping, management consulting services.
Integrate sciences to investment portfolio management practice. Synertree harnesses portfolio managers with probabilistic and iterative sciences. Support PM & RIA discretionary model portfolio transitions.
We service a wide spectrum of industries but we specialize in one thing – optimization.
Small medium size enterprises (SMEs) typically lack the financial and technology resources to compete with their bigger, more mature competitors. As a SME, your capital budget and goals have a short time frame. Your goal is likely not to expand global market share in 10 years, but to grow for the next two years. Resources are, therefore, valuable yet expensive when most needed.
We first learn about your objectives and see how we can help you achieve your goal in a straight line. We have a decentralized team with modular solutions. Our modular solutions not only can deliver the value you need but also at the right price. Our goal is to bring the right solutions for you to grow now, not two years later.
For financial professionals, we further extend that mission by helping you identify unsystematic risks. Integrate scientific workflow and automation to your investment management practice. Talk to us and see how we can help today.