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 this #SwiftCam video interview filmed at the #ExchangeETF Conference, taking place this week in Las Vegas, Ellison Kandler, CFA, SVP and Head of Equity of Syntax Data, discusses the conference, what Syntax provides for the wealth management firms and financial advisors, and more. Watch here, live from the 2025 Exchange Conference: cc VettaFi, Marie Swift

🚀 We’re excited to be a proud partner of Exchange 2025! Join us in Las Vegas, March 23-26, and explore how our data-driven solutions can help you invest smarter. Let’s talk about how better data leads to better investing.  Visit us at Booth A-009! See you in Vegas! 🎰 ✨

#WMTV on Location Patrick Shaddow, President & CEO of Syntax Data, describes how this innovative solution removes middlemen from the investment management landscape, streamlining portfolio construction. Watch the entire video >> http://spr.ly/60480mqbe

⚡ At Syntax Data, we believe in helping financial advisors help their clients—and that includes avoiding third-party wrapper fees. 🎯 💰 💹 Our latest research paper, The Hidden Cost in Investing, demonstrates the impact that fees can have on portfolio balances. We believe that our custom indexing platform, Syntax Direct, can help create versatile investment solutions without those pesky wrapper fees—and that could result in larger balances and happier clients. Click here to read the full report → https://lnkd.in/e63aMFSZ..

📣 ICYMI: Our “Best Story Wins” paper explains how our proprietary Functional Information System (FIS®) and Affinity® platform can empower managers to tell their best story, which can ultimately impact sales and brand recognition. 🎯 By offering a more detailed and precise view of business activities and sector exposures than traditional classification systems, FIS® and Affinity® enable a clearer articulation of business activities, purer diversification in financial products, and an enhanced perception of managers by prospects and clients. 👉 Click here to read the full report →https://lnkd.in/ePVnZ6X7

🏀 With March Madness approaching and market volatility running up the score, it’s time for some defense! ⛹♂️ Check out the Syntax Defensive Index and start to turn good defense into a strong offense. #Volatility #Markets #DefensiveInvesting #CustomIndices

Did you miss any of these news announcements from Day #2 of the T3 Conference last week? #T32025 was hopping thanks to buzz-building announcements from Syntax Data, Open VRM, Smartleaf Asset Management, FCI, and FP Alpha. Find these announcements, read all about the 2025 T3/Inside Information Software Survey Results, AND the three award winners this year:

💱 🇺🇸 The Trump administration’s proposed tariffs on imported goods could have potential economic consequences for domestic companies. However, some industries are likely to be hit harder than others, including those that use a significant amount of steel and aluminum. 🦾 We at Syntax Data wanted to better understand which industries are potentially most vulnerable to US-imposed tariffs on these necessary raw materials. So, we leveraged our Functional Information System (FIS®) to reveal the industries that could have the most exposure here in the US. ⚡ Check out which industries could be most exposed, here → #TradePolicy #Tariffs #Steel #Aluminum #TradeWar  #FISInsights #FIS #SyntaxData

You saw their name at registration and you may have stopped by their martini bar at last night's happy hour... but have you met the Syntax Data folks yet? They're bringing direct indexing directly to advisors and just announced an integration with TradePMR here at #T32025. We caught up with Chief Innovation Officer Sean Sandys at the #T3SocialCam on some easy ways advisors can get back basis points.