Solutions | Building Solutions

Technology for Asset Managers Bringing Goals Within Reach

We build and configure solutions using our core distribution data platform, services, and integrations to enable you to master data, integrate intelligence, and achieve your desired outcomes.

Distribution Data Platform (DDP)

Our distribution data management platform ensures that the data going into your data warehouse and ecosystem is accurate, enriched to your business specifications, and leveraged easily by your team and downstream systems. We help you find your truth by making sense of diverse data formats and content from a wide range of industry-specific providers.

Have us configure your ideal solution

Send us your name, email, and top business objective to get started.

"*" indicates required fields

Data Operations and Management Services

We offer a myriad of services relieving your technology and operations teams from the headaches of data resolution, governance, and oversight.

Resolution Services

Resolve your data to entities, with precision

Get your data aligned to the right organizations, locations, individuals, and relationships. Result? Clean, high-quality client data you can leverage through our library of reports, integrate with your CRM, and deliver to other systems in your organization.

Feed and Integration Monitoring Services

Oversee data imports and integrations

Leverage our experience managing the myriad feed services, vendor relationships, data integrations, and data sources required to maximize your distribution data’s transparency, efficiency, and effectiveness. We capture, process, standardize, and reconcile your data from all these sources into a consolidated, actionable set while eliminating redundancies and duplications. Once your data is in our warehouse, we enhance it with any additional sources of intelligence available to create the foundation for your client 360.

SaaS and Cloud Hosting

Focus on your business while we handle the technology

From system launches to issues and updates, our managed hosting and services, trusted industry-wide, can address your firm’s security and service level requirements, offering infrastructure scalable to meet your business needs.

System Configuration

Configure CRM, sales reporting, and BI to manage distribution better

Rely on your sales data for insights, viewing your distribution summarized by channel, coverage team, or product. Synfinii integrates client data seamlessly with CRMs and configures other critical systems for you, so that you can focus on managing distribution efficiently and accurately.

Distribution Data Integrations

Frustrated by siloed data and disconnected systems? Synfinii gets it. Asset managers juggle a complex web of data sources, platforms, and processes. Our distribution data integrations bridge the gap, creating a unified data ecosystem that streamlines workflows, empowers teams, and unlocks the true potential of your organization.

Data integrations

With SalesPage as your distribution data platform, you can seamlessly integrate industry-specific data sources for sales and assets, market intelligence, as well as feeds from your existing CRM, marketing, and analytics tools. This creates a unified data ecosystem that empowers informed decisions and unlocks business growth.

Synfinii is unique. And so is your firm.

We bring an open-ended platform compatibility, which allows us to bring in data from virtually any entity and configure unique solutions that serve asset management firms of all sizes and AUM. Contact us so we can tailor a solution to meet your unique data needs.