Precision-powered portfolios
Create hyper-customized portfolios in a matter of seconds — at scale. With Syntax Direct℠, you can meet the needs of all of your clients, in a fraction of the time.
Use Syntax Direct to create and manage boundless direct indexing solutions and rules-based portfolios in an instant.
Why Syntax Direct?
The market
The Great Wealth Transfer is underway. $80+ trillion will be passed on to Gen X, Millennials, and Gen Z heirs in the coming decades.
The challenge
The new financial consumer seeks transparency and access to a more personalized, values-based financial plan than ever before.
The solution
Syntax Direct is a straightforward, scalable platform that enables investment advisors to create customized, branded indices and financial products.
How Syntax Direct works
Create your custom index in just three steps
Select your strategy
Pick a starting index universe.
Pick your preferences
Refine your index by answering a few simple questions.
Download a full report
Access current and historical constituents, five-year back-tested performance, detailed sector breakdowns, statistical analysis, and more.
What powers our data
Syntax’s Functional Information System (FIS®) transforms company classification, enabling improved index construction, portfolio analysis, and risk assessment from hundreds of angles.
FAQ
Users are free to choose from any number of the following indices: benchmark, core, factor, thematic, impact/ESG, and/or off-the-shelf.
- An easy and intuitive platform to rapidly create indexes at scale across a wide range of strategies
- Our Functional Informational System (FIS®) provides unparalleled precision in constructing thematic indexes.
- The platform creates a rules-based and transparent process for portfolio construction, free of any black-box/AI approaches.
- Includes an institutional-grade rulebook that is specific to the custom index a user creates, thus providing transparency into the exact methodology that was implemented in deriving the constituents.
We have a dedicated team to troubleshoot technical issues along with ongoing account management support. Our experienced index team can provide ongoing support to guide the development of indices to meet desired investment objectives for end-clients.
Users receive the Daily Close, Adjusted Close, Levels, Corporate Action, and Trade files for ongoing index maintenance. Trade files can be exported into preferred client order entry systems.