Why Choose Us?commitment. people. experience.
It's our mission to provide world-class technology and service at affordable prices.
Synetec is focused on ensuring our clients, no matter what size, all receive the same outstanding levels of service and technology and at a competitive rate.
Portfolio MonitorEssential software for monitoring your metrics and limits.
The Synetec Portfolio Monitoring System enables the proactive monitoring of key metrics throughout multiple portfolios - Providing support for numerous metrics, each with a corresponding warning level and limit.
Synetec Portfolio Monitor can monitor virtually anything, across multiple portfolios, as long as the data is available to the system.
You, the user of the system, define the metrics that should be evaluated for each portfolio; from sector-exposure, volatility, through to the performance of individual trades.
If you have specific formulae or data to be monitored, these can be added to the system as per your requirements.
Each metric can be calculated for all portfolios in the system, or you can assign specific metrics to individual portfolios. It is also possible to calculate company-wide metrics, for example to measure the company’s exposure to a specific sector across all holdings across all funds.
Please contact us for a software demonstration or for a fact sheet of key features and technical details.