CubitBlack

by Synertree CMS

Who Uses CubitBlack?

investment advisors, portfolio managers, investment managers, hedged funds

What Is CubitBlack?

Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental focused, quantitative built, and client oriented.

CubitBlack Details

Synertree CMS

https://synertree.ca

Founded 2016

CubitBlack Pricing Overview

CubitBlack does not have a free version but does offer a free trial.

148064

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

Live Online

Support

Business Hours

CubitBlack Features

Stock Portfolio Management Software
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

CubitBlack Reviews

Showing 2 of 2 reviews

Overall
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Thomas R.
Investment Manager
Investment Management, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 21/12/2017

"Must have platform for registered investment managers."

Comments: Risk controlled, security performance, and client engagement.

Pros: The platform is well structured with functional, useful features. It helps me understand and manage risks. I also can rely on its fundamental research.

Cons: Need more documentations. It is quite self-explained for most parts but it is still a very sophisticated piece of software with tons of formulas and quantitative measures and functions. Live support is available but more documentation would be helpful.

  • Reviewer Source 
  • Reviewed on 21/12/2017
Douglas Y.
Portfolio Manager
Used the Software for: 1-5 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 21/01/2018

"Screen opportunities and test strategies"

Pros: Simple and easy to use, great for risk management. Built by portfolio manager so very intuitive for professionals. Integrated with a lot of statistics and simulations.

Cons: Need dynamic hedging on option strategy. I trade options and hope to have option hedging simulations for my strategy building. Current simulation provides price distributions but the ability to hedge with real time options and simulate would be helpful. Please consider adding the feature.

Vendor Response

by Synertree CMS on 22/01/2018

Dynamic hedging is one of the upcoming featured functions on our list. We should have it fully tested and implemented before Spring this year. You will receive an update soon. Thank for your support.

  • Reviewer Source 
  • Reviewed on 21/01/2018