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Introducing

Syntax Direct

Our Direct-to-Index Platform powers customized investment solutions at scale, backed by the financial industry's most comprehensive, detailed, and accurate product line revenue data available in the world today.


Sharper investment decisions driven by superior data.

Better Data, Better Outcomes 

Depth & Granularity: FIS

Syntax leverages a patented information system we call FIS® to standardize and codify every product line reported in public company income statements around the world. Simply stated, Syntax has the most comprehensive, detailed, and accurate product line revenue data, both nominal and as a percentage, for publicly traded companies in the world.

The Power of Affinity

Affinity leverages FIS data to group companies by any single attribute, group of attributes or the entire business model. Affinity empowers users to analyze the material impact a company plays in an increasingly interconnected and complex global economy.

 

The Market

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The Great Wealth Transfer is underway. Over $80+ trillion will be passed on to Gen X, Millennials, and Gen Z heirs over the next 10 years.

The Challenge

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The New Financial Consumer seeks transparency and access to a more personalized, values-based financial planning than ever before.

The Solution

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Syntax Direct is a straightforward, scalable platform that enables investment advisors to create customized, branded financial products.

Create your Custom Index in just 3 steps:

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1. Choose your strategy.

Start building your new index by selecting an index objective.

2. Pick your preferences.

Select additional specifications & customizations by answering 10-15 questions.

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3. Download a full report in 30 seconds. 

Your new index report will include current & historical constituents, five-year backtested performance, detailed sector breakdowns, statistical analysis, and more.


Deliverables & Documentation

In addition to the full index report, Syntax Direct will also generate Methodology Documents and Daily Index Files.
Methodology Document
  • Fully transparent 
    • No blackbox 
    • Supports compliance
  • Index Rules
    • Selection Criteria
    • Weighting Criteria
    • Calculation Methodology
Daily Index Files
  • Index Values
  • Closing Files
  • Opening Files
  • Corporate Action Handling
  • Change Files

Schedule A Demo 

Fill out the form below to schedule a demo.