Who Uses This Software?

investment advisors, portfolio managers, investment managers, hedged funds

Average Ratings

2 reviews
  • Overall 5/5
  • Ease of Use 5/5
  • Customer Service 5/5
  • Features 5/5
  • Value for Money 5/5

Product Details

  • Free Version No
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
  • Training Live Online
  • Support Business Hours

Vendor Details

  • Synertree CMS
  • https://synertree.ca
  • Founded 2016

About 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 Features

  • 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 Most Helpful Reviews

Must have platform for registered investment managers.

Reviewed on 21/12/2017
Thomas R.
Investment Manager
Investment Management, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
Ease of Use
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Screen opportunities and test strategies

Reviewed on 21/01/2018
Douglas Y.
Portfolio Manager
Used the Software for: 1-5 months
Reviewer Source 
Ease of Use
Features & Functionality
Customer Support
Value for Money

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.

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