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PFM Solutions

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3 reviews
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5.0
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PFM Solutions Reviews

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Verified User in Higher Education
UH
Verified User in Higher Education
11/12/2021
Validated Reviewer
Verified Current User
Review source: Organic

Synario is a great tool!

The tool is powerful and flexible and has a similar feel to the excel reporting that I am used to. The support and service have been excellent and I find the training tools robust and accessible. I have been working with the tool for about ten months and haven't had any issues when it comes to reliability. Once the data is uploaded and validated everything just works smoothly.
Mary Ellen B.
MB
Mary Ellen B.
10/30/2020
Validated Reviewer
Verified Current User
Review source: Organic

Synario offers a robust, powerful modeling tool, guided by a highly qualified team of experts.

The long-range planning model is a living document that is a key to keeping our institution on the path we've established in our new strategic plan. It is robust and powerful that ties together years of audited financial statements, lending credibility to the planning process. Great sensitivity and stress testing capabilities, with infinite flexibility to model different dimensions of our financial picture. We worked with a highly qualified team who guided a very successful implementation. Responsive, knowledgeable and strong trainers.
Verified User in Telecommunications
AT
Verified User in Telecommunications
09/03/2020
Validated Reviewer
Verified Current User
Review source: Organic

Synario - Budgeting, Modeling, Financial Reporting

We have used Synario for several years for all of our budgeting and financial reporting. What we like best is the software's reliability and ease of use. We use the software to run reports every month and to generate all of our budget forecasts each year. After you build a model one time, it is easy to import new data and run new reports without making any changes. You can also build off an existing model to make changes and improvements instead of starting from scratch. The software rarely gives us any problems and when we have to contact tech support they respond quickly.

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HQ Location:
Philadelphia, US

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@mi_synario

What is PFM Solutions?

PFM Solutions LLC, operating under the brand name Synario, is a distinguished provider of financial modeling intelligence and analytical software to organizations across multiple industries. Positioned as an innovative leader in dynamic and transformative financial planning, Synario offers a range of tools that aid institutions in visualizing, understanding, and navigating their financial territories with precision and strategic insight.The core of Synario’s offerings is its ability to deliver highly customizable, variable-driven financial models that transcend traditional static spreadsheets. This enables users, from financial analysts to executive teams, to engage in robust scenario analysis, strategic planning, and decision-making processes. Through its advanced modeling platform, Synario helps businesses anticipate financial outcomes, evaluate impacts of various strategic options, and create a clear pathway for future investment and growth.The power of Synario extends into its intuitive interface and user-centric design, ensuring accessibility for both technical and non-technical users wishing to harness deep financial insights without engaging in complex data manipulation tasks. This platform not only elevates the effectiveness of financial forecasting but also supports a collaborative workflow that promotes shared understanding and strategic alignment across different departments of an organization.

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