Tag : Patrick Shaddow

Syntax and iRebal® from Schwab Advisor Services Team Up to Offer Advanced Personalized Indexing Services
Finance Fintech News

Syntax and iRebal® from Schwab Advisor Services Team Up to Offer Advanced Personalized Indexing Services

Business Wire
by Business Wire0
The integration of Syntax Direct and iRebal allows wealth managers to create, rebalance, and trade highly customized indices at scale Syntax, a New York-based fintech company pioneering economic data intelligence and next-generation index technologies, announced a deep technology integration with Schwab Advisor Services™, connecting Syntax Direct℠, Syntax’s index development and......
Syntax Data Announces Saidee™, Exclusive AI Agent and Portfolio Development Application
Finance Investments News

Syntax Data Announces Saidee™, Exclusive AI Agent and Portfolio Development Application

Business Wire
by Business Wire0
Groundbreaking tool enables financial advisors to provide AI-optimized investment solutions via Syntax Direct™ custom indexing platform Syntax Data, a leader in financial data and technology, announced the official launch of Saidee™, its premier AI agent and portfolio development application. Designed to empower financial advisors, Saidee enables the seamless creation, ongoing......
Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities
Finance Fintech News

Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities

Business Wire
by Business Wire0
Leading brokerage and custodian services provider adds Syntax Direct platform to tech stack, available to all TradePMR users Syntax Data, a leading provider of direct indexing technology, today announced a collaboration with TradePMR, a leading brokerage and custodian services provider for independent financial advisors, which will provide TradePMR users access......
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