NEW YORK--(BUSINESS WIRE)--Syntax Data, a financial data and technology provider offering data-optimized index solutions, today announced a strategic partnership with Prometheum ATS, a FINRA member ...

NEW YORK--(BUSINESS WIRE)--Syntax LLC, a New York based data provider, introduced today its new wealthtech platform, Syntax Direct TM, at the T3 Technology Conference 2024 in Las Vegas, Nevada. Syntax ...

Syntax Data, a leading provider of direct indexing technology, today announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax Direct custom index ...

When it comes to direct indexing, adoption and understanding has historically lagged because the tools were not readily available to advisors, and/or they were not intuitive to use. The evolution of ...

Groundbreaking tool enables financial advisors to provide AI-optimized investment solutions via Syntax Direct™ custom indexing platform Syntax Data, a leader in financial data and technology, today ...

Direct Indexing was once a niche strategy employed by high-net-worth investors. But in recent years, this scenario has changed. Direct Indexing has now evolved into a mainstream investing approach ...

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

Everyday investors now enjoy many of the benefits once saved only for professional Wall Street-ers. The latest trend that used to be limited to the pros and the very wealthy? Direct indexing.

As wealthy clients demand more personalization and tax efficiency, direct indexing is emerging as a powerful tool advisors can offer, though many are still learning how to use it. Emily Gray, managing ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...