The role financial advisors play is both important and complex. Their guidance can be invaluable to clients who need assistance in achieving financial security, and their job requires a depth of knowledge in order to provide a range of valuable advice – all within the context of understanding the goals of each individual client amongst a large client base. The position also places an emphasis on relationship skills that allow them to successfully help clients manage through difficult markets and life events that will impact their financial planning.

This paper offers an appreciation for:

• The work financial advisors perform for their clients. 
• How they have been proactive in capturing the benefits of new technology to lower fees for their clients and better manage their businesses. 
• How they have been closing the gap between retail and institutional investors

To illustrate the breadth and scope of financial advisors' work, Syntax Data examined institutional investors in order to then connect these insights to financial advisors and their clients.​

​Originally published by Syntax Data on June 12, 2025. Read full article here.

Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a strategic partnership with Prometheum ATS, a FINRA member and SEC-registered broker-dealer and trading platform for blockchain-based securities. Prometheum ATS is a subsidiary of Prometheum Inc. (“Prometheum”), a market infrastructure provider for blockchain-based securities.

Syntax and Prometheum ATS will bridge traditional indexing with blockchain-enabled market infrastructure, supporting the next phase of growth for blockchain-based securities and investment products. The collaboration will start by extending Syntax Direct’s direct indexing capabilities to RIAs and other institutions trading through Prometheum ATS. The firms will also explore the creation of bespoke indices enabling the development of on-chain investment products from RIAs, asset managers, banks, and product issuers.

Originally published on Business Wire on June 10, 2025. Read full article here.

Syntax Data, a financial data and technology provider offering data-optimized index solutions, and Donoghue Forlines, a Boston-based tactical investment firm that specializes in active risk-managed portfolios, today announced a strategic partnership to offer index strategies aimed at mitigating downside risk. The strategic partnership recently launched two indexes, the Donoghue Forlines Risk-Managed Momentum Index and the Donoghue Forlines Risk-Managed Dividend Index.

​Both indexes, available now, are tracked by two separately managed accounts (SMAs) that are approved and available to advisors on the LPL Model Wealth Platform (MWP), Envestnet, Fidelity Managed Account Exchange (FMAX), Orion Portfolio Solutions, Adhesion Wealth, Amplify, Brookstone, Goldman Sachs Folio Institutional, Pershing Manager Gateway, and SMArtX Advisory Solutions TAMP platforms.  Further, both strategies are offered as mutual fund and variable insurance trusts.

Originally published on Business Wire on June 3, 2025. Read full article here.

Artificial intelligence (AI) has rapidly emerged as a compelling financial opportunity. As AI technologies advance at an unprecedented pace, proponents are excited by its potential to transform virtually every industry, from healthcare to logistics to insurance to manufacturing. The demand for AI technology from all corners of the economy has spurred massive growth in the many firms developing hardware, software, and services to support this work, with governments and corporations alike pouring billions into AI research and infrastructure. Correspondingly, AI has become an attractive strategic theme in investment portfolios, making it a focal point for those seeking high-growth, future-oriented opportunities.

​In this case study highlighting how an advisor can use Syntax Direct to create a custom index solution for a client looking to invest in the artificial intelligence space. Syntax demonstrates the steps taken to create the custom Artificial Intelligence Index and illustrate the information that is readily available in Syntax Direct to support the sample case study. In addition to enabling the creation of personalized index solutions, Syntax Direct supports the reporting and regulatory needs of advisors by providing immediate access to both factsheets and index rulebooks, compliance-ready documents that detail the key methodologies used to create and backtest each index.

​​Originally published on SyntaxData.com on May 22, 2025. Read full article here.

The financial services ecosystem includes a number of acronyms, most of which are undecipherable to the average investor. As we wrap up financial literacy month, let’s cut through the noise by identifying and defining many of the alphabet-soup-like acronyms you may be seeing behind financial advisors’ names.

Check out this guide, created by the professionals at Syntax Data.
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Originally published on LinkedIn on April 30, 2025. Access the information here.

Patrick Shaddow, CEO of Syntax Direct, showed the audience at the T3 Conference how they could disinter-mediate all the costs of mutual funds, ETFs, SMAs and TAMPs with a few clicks of the keyboard. He actually compared his solution to the transformation of the investment space brought about by the introduction of the mutual fund. And he may have been showing the audience the endgame of a long evolution of client portfolio management.

Shaddow first addressed the costs of traditional solutions that can be disinter-mediated with Syntax. He illustrated the concept of ‘negative compounding,’ the impact of draining the associated fund administration, fund accounting, marketing, custody and transfer agency costs out of a client’s financial life, and invited the advisors in the audience to imagine an investment solution that would eliminate all of those costs without giving up anything in return.

Originally published in Bob Veres' Inside Information in April 2025. Read full article here.

Syntax Data announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax Direct custom index creation platform. The collaboration empowers financial advisors to customize major industry benchmarks to meet the specific needs and preferences of clients across mass affluent market segment.

The integration of FTSE Russell indices into the Syntax Direct platform enables advisors to leverage major recognized benchmarks as a foundation for creating custom indices that focus on key performance drivers, such as quantitative and fundamental factors, as well as emerging investment themes. The Syntax Direct platform provides advisors with the ability to tailor personalized portfolios at scale, allowing them to serve more clients at a reduced cost.

Originally published on Business Wire on February 4, 2025. Read full article here.