Solution introduction
Precision-powered portfolios
Create hyper-customized portfolios in a matter of seconds — at scale. With Syntax Direct, you can meet the needs of all of your clients, in a fraction of the time
Use Syntax Direct to create and manage boundless direct indexing solutions and rules-based portfolios in an instant.
Why Syntax Direct?
The market
The Great Wealth Transfer is underway. $80+ trillion will be passed on to Gen X, Millennials, and Gen Z heirs in the coming decades.
The challenge
The new financial consumer seeks transparency and access to a more personalized, values-based financial plan than ever before.
The solution
Syntax Direct is a straightforward, scalable platform that enables investment advisors to create customized, branded indices and financial products.
