---
title: Optimizer Reviews
meta_title: 'Optimizer Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Optimizer works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Optimizer Reviews
**Vendor:** Synertree CMS  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)  
**Total Reviews:** 2
## About Optimizer
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning.




## Optimizer Reviews
  ### 1. Tracking Freight/Booking Freight 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Robert C. | Carrier Sales Representative , Enterprise (> 1000 emp.)

**Reviewed Date:** February 25, 2019

**What do you like best about Optimizer?**

I like having all of the loads I need to track in one spot. I like being able to book Partial Freight Loads, and the ease of changing accessorials.

**What do you dislike about Optimizer?**

That I connot book full truck freight loads on this, yet.

**What problems is Optimizer solving and how is that benefiting you?**

The business problems that it helped me solve were booking partial loads, and tracking booked freight. Being able to track all booked freight was an issue for me at first. 


## Optimizer Discussions
  - [How do you optimize software?](https://www.g2.com/discussions/how-do-you-optimize-software)
  - [What is the best optimization software?](https://www.g2.com/discussions/what-is-the-best-optimization-software)
  - [What is system Optimizer in computer?](https://www.g2.com/discussions/what-is-system-optimizer-in-computer)

- [View Optimizer pricing details and edition comparison](https://www.g2.com/products/optimizer/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-09+21%3A30%3A37+-0500&secure%5Bsession_id%5D=448f94ab-0402-4b5a-bbd6-9466cccc8fc4&secure%5Btoken%5D=0da08ae7f811b3f1b3513865c57c6403d033f40b532aa565f75b54f0967432d6&format=llm_user)

## Optimizer Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

## Top Optimizer Alternatives
  - [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) - 4.3/5.0 (45 reviews)
  - [Joist](https://www.g2.com/products/evercommerce-joist/reviews) - 4.1/5.0 (31 reviews)
  - [BBVA Customer API](https://www.g2.com/products/bbva-customer-api/reviews) - 4.4/5.0 (27 reviews)