Professional developers from Total Synergy provide innovative bespoke accounting software development services.
The skilled SyTech developers at Total Synergy have created robust Portfolio Management solutions. We ensure that crucial portfolio management processes including stock trading, fund management, risk analysis, performance dashboards, and portfolio analytics are included on your special platform.
Our professionals provide reporting solutions with the ability to create custom analytics hierarchies. We also provide readily shareable reports such as dynamic data visualizations and “what-if” testing tools for evaluating asset and transaction activity, cash flows, average and standard cost bases, and eventual ROI.
Our portfolio risk analysis software services are scalable for individual portfolios, big corporations, and brokerage firms and we provide third-party risk mitigation solutions from companies like Riskalyze, StatPro, SimCorp, and InvestSpy, among others. Multi-factor risk modeling and stress scenario testing are two of our risk reduction methods.
Our forecast modules examine market behavior based on internal, technical, and market sentiment elements, and our portfolio management systems compute probabilities and costs associated with events such as internal corporate behavior, environmental factors, inflation, and market and industry trends.
Our developers design unique investment performance modules for calculating and comparing compounded yearly growth rates against appropriate benchmarks, and we integrate real-time market index trackers for the Dow Jones, S&P 500, Nasdaq, Russell 2000, and MSCI World Index.
We provide aggregated account and brokerage dashboards that include full asset management modules, as well as extensive ticker symbol databases, current news feeds, transaction expense reduction algorithms, and historical data analysis tools.
Midas develops unique stock trading mobile apps and dynamic rule systems to aid or automate investment choices. We also provide investment planning and allocation tools that integrate wealth management software from suppliers such as Envestnet, Venture.co, and WealthForge.
We provide client management apps and brokerage company CRMs that include sophisticated communication portals, a variety of marketing tools, and cutting-edge security and data integrity policies. We design work flow automation protocols for portfolio changes, optimal diversification, accounting activities, and other purposes.
We provide user-friendly data entry forms for all transaction kinds and build smooth importing tools for common investment files as well as accounts from major brokerages including Charles Schwab, TD Ameritrade, Scottrade, E*Trade, Fidelity, and Vanguard.
Professional developers are available through our financial planning software services to build your financial planning project from the bottom up or to make timely updates, seamless connections, and thorough implementations to your legacy system, keeping it current for your customers.
We integrate add-ons and modify your current commercial insurance software solutions to provide a specially designed solution.
We create Claims Management Software Solutions that handle the complete claims lifecycle, including data collecting, database development, data authentication, carrier filing, and more, while adhering to ACORD insurance regulations. This innovative technology provides EDI solutions, auto-adjudication and considerable process efficiencies, as well as ICD-10 compliance.
We provide cross-platform and hybrid mobile apps that include insurance claim filing modules as well as client self-service portals. Customers may use our Mobile Insurance Apps to start, pause, and cancel their insurance coverage, record and submit claims, connect with interactive chat-bots, enable premium payments, and manage insurance policies.
We incorporate an Omni channel CRM to assist insurance agents and brokers in organizing prospects, tracking business possibilities, and automating certain tasks so they can focus on enhancing customer experience. We can build a new CRM from the ground up or modify your existing CRM solution to enhance operations.
Billing and Payment Processing Services are integrated into your existing insurance infrastructure. Our professional team of software developers may construct your Billing & Payment Software Solutions from the ground up, or we can tweak an existing off-the-shelf product to create a personalized solution that meets your unique company requirements.
We design Insurance Risk Management Software Solutions with real-time data monitoring and analysis modules that are automated. To save you time and money, we use insurance risk libraries, risk reports, mitigation methods, and numerous criterion templates to detect, categorize, and mitigate risks.
We create cloud-based Document Administration Software Solutions with unique logic and search features for simple management of policy, contract, and license databases. To speed insurance paperwork procedures and improve documentation security, we create document capture software that interfaces directly with your DMS.
With the aim of simplifying and streamlining tax management workflows, we design and implement custom tax software solutions with the most recent features for automating time-consuming manual processes, governing access to sensitive tax information with modules, and centralizing tax data within a centralized repository.
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