You can feel the energy at Synfinii—it permeates the halls like the excitement that fills the locker room before the big game. And it rallies our team around our vision:
Our Vision
Our Philosophy
We transform asset management distribution by uniting innovative technology, deep industry experience, and strong relationships.
Synfinii enables asset managers to harness data, streamline operations, and make smarter decisions that drive lasting impact and more valuable outcomes. Synthesize data. Activate outcomes.
Excellence comes from more than expertise.
At Synfinii, we thrive by combining curiosity and innovation with accountability, teamwork, and impact. Guided by purpose, we empower our people, serve our clients, and advance our industry—building results that endure.
Asset managers must rely on data they receive from myriad sources at different times in numerous formats to provide insight into a variety of business lines. Ultimately, this information must be synthesized and integrated seamlessly with a CRM, analytics and BI tools, and/or your firm’s internal proprietary data to enable asset managers to make intelligent, value-driven decisions firmwide.
Excellence in client service, deep industry knowledge, technical strength, and extraordinary teamwork are what have defined us for over 40 years.
The industry continues to evolve, and we want to prepare by continuously adapting to new challenges, embracing innovation, and staying ahead of emerging trends to ensure we remain leaders in our field.
Though we operate in a world of data, it is our dedicated team members who drive success for asset managers through the strategic use of master data management solutions. Their expertise and personalized support enable our clients to navigate complex data, make informed decisions, and achieve their goals. Join a team that excels in helping asset managers thrive in a competitive and evolving industry.
The Synfinii team takes our role in helping to manage your company’s data very seriously. We recognize the value of your data, and the data of all partners with which you engage. Consequently, the importance of protecting data privacy is also important to us.
No matter the investment vehicle, distribution channel, region, or department, we can build and configure a solution that addresses your data needs. Let us know how we can help you.
