Solutions

Accelerate Mastering Data and Integrating Intelligence to Achieve Business Benefits

Discover solutions designed for today’s client-centric world. Synfinii transforms data, activating it to augment business decisions, and integrates it into an asset manager’s enterprise to drive growth and enhance efficiency.

Distribution Data Sources
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Entity
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Financial
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Relationship & Behavioral
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Commercial
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Product
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Market & Partner
Distribution Data Platform
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Master Data
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Integrate Intelligence
Enterprise Activations
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Analytics & Reporting
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CRM & Client Portals
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Marketing Tools
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Compensation
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Data Lake
Outcomes
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Robust Data Governance
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Client Centricity
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Increased Productivity
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Sales Enablement
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Personalization & Digital Experiences

Seamless Integration, Superior Outcomes

In a world where data is abundant but fragmented, Synfinii emerges as the linchpin for success. Our business intelligence BI solutions orchestrate a symphony of data, technology, and services, empowering you to make informed decisions with agility and precision.

$4.7T
AUM supported by Synfinii
337
Industry feed integrations
408M
Processed records imported monthly
15
Avg years of industry & technical experience per team member

The Synfinii Commitment

Our team applies first-hand asset manager experience and technical expertise to configure solutions that empower you to understand your data and enable you to integrate the best of breed solutions essential to your success.

Explore how to overcome your data challenges and design a distribution data architecture.

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Integrated. Intelligent. Impactful.

Our solutions integrate seamlessly, enable intelligent insights, and deliver impactful results. From mastering data to facilitating strategic integration and analytics, we are committed to your success.

Mastering Data

Establishing the Foundation For a Client 360 Framework
Synfinii brings modern technology and architecture together with a user experience and data unique to the asset management industry. As a Saas solution, Synfinii meets the needs across the various segments of the industry, transforming vital processes and data sources into a robust distribution data management model.

Integrating Intelligence

Linking Across the Enterprise
Synfinii serves as a distribution data platform that integrates with business intelligence BI tools, enables analytics, machine learning, and AI, driving goals and outcomes.

Building Solutions

Actioning the Distribution Data Platform
Our team combines data and technology for asset managers, bringing support services that align with your organization and drive data-driven distribution outcomes at speed.

Success is the common goal but how you achieve it is unique to your firm.

Contact us for help discerning your particular data challenges and configuring a value-oriented solution that accelerates your data mastering—and your success.