Advyzon and Syntax Data Enter Custom Indexing Partnership

Advyzon Investment Management (AIM) and Syntax Data announced a partnership that will provide financial advisors with the ability to produce highly customized financial portfolios at scale.

​AIM’s indexing capabilities powered by Syntax’s scalable platform offers advisors a comprehensive solution, covering every step of the index development process, integrated directly into Advyzon’s all-in-one platform. 

Using AIM’s indexing capabilities powered by Syntax Data, a proprietary system that includes accurate product line revenue data for more than 11,000 publicly traded companies, financial advisors can customize benchmark indices or build core, factor, thematic, and/or impact indices from scratch, enabling advisors to tailor investment solutions to match client preferences.

​Originally published on Business Wire on October 22, 2024. Read full article here.

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