Syntax Data

📰 At the beginning of each month, Syntax Data sends out a monthly newsletter that covers the latest in company updates and content. For September, we introduce an especially important topic, our revamped website! 🎉 The new and improved www.syntaxdata.com site is currently live! Of note is our sleeker design, increased emphasis on user demos and screener tools, and improved visuals throughout the site – which we believe coalesce to better explain who we are, what we offer, and what we hope to facilitate in our client relationships. 🖥 Check out the new website, and sign up for our newsletter at the bottom of the homepage for the latest on all things Syntax! 🌟 A huge thank you to the folks over at Momkai for a fantastic collaboration, and for all the work they did in realizing our vision!

💡 In the latest edition of our series, “Wait, they do that, too?”, we analyze ChemEd’s revenue picture, exploring its product lines and identifying surprising industries in which it operates. 🧩 These types of data-driven narratives are made possible by FIS®, our revolutionary classification system. 👉 Learn more about how FIS data can improve your analysis at syntaxdata.com. #ChemEd #SyntaxData #FunFacts #Data

Registration for the second annual #AdvyzonConference - taking place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida - is now open for #financialadvisors and other industry professionals! Learn more and register here: https://lnkd.in/gft8849Y A convergence of technology innovation and partnership, the 2025 Advyzon Conference will feature prominent speakers and industry thought leaders covering digital transformation, compliance, M&A, advisor marketing, investment solutions, industry trends, and more, highlighted by: - Daymond John, Founder/CEO of FUBU The Collection, LLC and Star of Shark Tank ABC - Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab - Nyle Bayer, CMO of Future Proof - Joel Bruckenstein, President of T3 Technology Tools for Today - Catherine (“Cat”) Davies Amacher, CFP®, CEO of Innovayte - Marie Swift, CEO of Impact Communications, Inc. - Marketing & PR - Kelly Waltrich, CEO of Intention.ly - Patrick Shaddow, CEO of Syntax Data Plus members of the Advyzon and Advyzon Investment Management, LLC. (AIM) teams leading Advyzon-focused sessions - along with office hours - in order to help advisors get the most out of the highest-rated comprehensive #wealthtech platform in the industry. #wealthmanagement #fintech #investmentmanagement #investmentsolutions #portfoliomanagement #financialservices

America's Direct Indexing Buyers Guide is live! Thank you to Orion, Neuberger Berman, Franklin Templeton, Syntax Data, Russell Investments, Symmetry Partners, LLC, Northern Trust Asset Management, Natixis Investment Managers, Frec, CoinDesk, Brooklyn Investment Group, Adhesion Wealth Advisor Solutions and Smartleaf for the partnership.

🚀 We are excited to announce that, in partnership with Advyzon Investment Management, Syntax Direct – our next gen, direct-to-index platform – will be made available to advisors on Advyzon’s all in one platform. Check out our press release to learn more! https://lnkd.in/e7UawQvV See important disclosures here: https://lnkd.in/daAnEATM

Advyzon and Syntax Data Enter Custom Indexing Partnership - https://lnkd.in/dkDiYk2x Follow Citybiz on LinkedIn - https://lnkd.in/gStBXi2X Lee Andreatta, MBA, Patrick Shaddow, Syntax Data, Advyzon #citybiz #citybiznews #financialadvisors #conference #financialconference #marketingfirm #prfirm #financialadvisory #fintech #technology #partnership 

Another great investment management advance for #FinancialAdvisors brought to you by Advyzon Investment Management, LLC. (AIM) and Syntax Data. If you are going to be at the Nitrogen conference this week, stop by either booth and check out this new solution.

🚀 The Nitrogen Fearless Investing Summit is just around the corner, come check us out at booth #315 — and don’t forget to get a demo of Syntax Direct, our next-gen direct-to-index platform, while you’re there! 🗣️ To hear even more about Syntax Direct, join our session on Wednesday, October 23rd at 3:45 pm CDT, in which our CEO, Patrick Shaddow, will discuss how the platform can facilitate the creation of custom indices in a seamless, scalable, and repeatable way. 🙌 See you there!

🙌 We’re excited to announce that Patrick Shaddow, CEO of Syntax Data, will discuss how Syntax Direct – our innovative direct-to-index platform – can facilitate the creation of custom indices in a seamless, scalable, and repeatable way at the Nitrogen Fearless Investing Summit! 📌 If you plan to attend the conference in Nashville, join us for our session at 3:45 pm CDT on Wednesday, October 23rd. We look forward to seeing everyone there!

🙌 We’re excited to announce that Patrick Shaddow, CEO of Syntax Data, will discuss how Syntax Direct – our innovative direct-to-index platform – can facilitate the creation of custom indices in a seamless, scalable, and repeatable way at the Nitrogen Fearless Investing Summit! 📌 If you plan to attend the conference in Nashville, join us for our session at 3:45 pm CDT on Wednesday, October 23rd. We look forward to seeing everyone there!