Enabling Data-Driven Distribution for Asset Managers

Harness the value of your data, increase efficiency, and simplify the decisions that drive your business success with our platform for data management and services for intelligent distribution.

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Master Your Data Faster for Success

The importance of data to the success of a financial business is increasing exponentially. Synfinii partners with asset managers of all sizes across the globe to help master data management, faster.

Our culture is built on nurturing a team of seasoned professionals with first-hand asset manager experience and technical expertise who will configure a solution that empowers a client to understand their data and enables them to integrate the best of breed solutions essential to their business.

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Meet our team

Meet Your Goals.
Partner with Synfinii.

Each asset manager is unique, yet all asset managers strive for similar outcomes. Synfinii activates data to accomplish them.

We’ve enabled asset managers of all types and sizes to address sales, marketing, operations, and territory management issues with multifaceted solutions that met or exceeded their business objectives:

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Robust Data Governance
Client Centricity
Increased Productivity
Sales
Enablement
Personalization & Digital Experiences

Client Testimonials

We took time to talk through the technical pieces of data management. Our systems team and Synfinii made sure everything was operating by design and we met our timeline goals.

Managing Director, Marketing & Client Service

When I log into our CRM, I have two views that I can flip between intermediary and institutional. I can easily track the inflows and outflows, with a detailed breakdown by strategy and client. Having this information on a daily basis, my team is far better equipped to have productive meetings with clients, and I have better oversight.

Managing Director, Head of Distribution

The entire project was well scoped out and organized in such a way that we were able to layer critical users into the process as the project progressed. The project management has been top-notch as well as the technical deep dives and turnaround. The Synfinii team is amazing!

Chief Technology Officer

News and Insights

There’s a lot happening at Synfinii! Read hot-off-the-press blog posts and thought leadership pieces, and get information on upcoming events.

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December 16, 2025 6 min read

Minimum Viable Architecture: From Project Thinking to Platform Thinking

Discover how minimum viable architecture (MVA) empowers organizations to balance rapid delivery with long-term flexibility. Learn practical strategies to standardize interfaces, preserve extension points,…
Data Management for Asset ManagersTechnology Integrations for Asset Managers
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November 18, 2025 4 min read

Synthesize, Activate, Empower: Managing Change

Building Harmony: Why Transformation Matters For me, transformation has always meant more than a new name or technology. It requires a fundamental shift in…
Company News
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October 14, 2025 4 min read

Broker Dealer Data Packs: More Value, Less Waste

Broker-dealer data packs continue to be one of the most significant—and most expensive—sources of intelligence for asset managers. They promise deeper insight into advisor…
Data Management for Asset ManagersSales and Marketing Enablement for Asset Managers
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April 14, 2026 2 min read

Synfinii Summit 2026

We’re thrilled to invite you to the SalesPage Client Summit 2026—two days of collaboration, learning, and connection with our vibrant client community. This can't-miss…
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Let’s talk about those pain points.

Every asset manager faces a unique set of data challenges – reach out to us and let us know what yours are. Then let’s work together to configure a differentiated, value-driven solution that ensures your data is a vital tool in the success of your business.

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