The new wealthtech platform from Syntax Data, Syntax DirectTM, puts advanced index creation and management capabilities in the hands of financial advisors and wealth managers.
Syntax Direct offers financial advisors a seamless front-to-back solution that covers every step of the index development process, from custom indexed portfolio creation to the immediate production of daily index files that support efficient asset management. Key features of Syntax Direct support performance analysis, compliance requirements, marketing and record keeping.
Said Syntax CEO, Patrick Shaddow, “Syntax Direct brings the creation of intellectual property to the doorsteps of the American household. The platform empowers financial advisors to create personalized investment solutions at scale, thereby shifting the product creation process from traditional asset managers to financial consumers.”
Syntax’ patented Affinity Data™ drives key functions of the platform, providing accurate, fully documented and compliance-friendly outcomes. Said Syntax COO, Jonathan Chandler, “All of our data is reliably sourced, cited and archived to provide optimal transparency and eliminate ‘black box’ opacity.”
Technology and innovation have leveled the playing field to make financial markets more accessible. What was once the purview of the ultra and high-net-worth individuals has become increasingly available to the broader investment community through advancements in technology and innovations in custodial accounting. Custom direct indexing is the next major secular change.
Syntax Direct gives advisors the ability to provide custom personalized solutions at scale, thereby increasing operational efficiency. It enables advisors to serve more clients at lower cost.
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