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Replicate benchmark performance with fewer holdings and off-the-shelf indices that mimic ETF strategies
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Build portfolios based on macro or micro-economic themes and your clients' values
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Capture market cycle factors in real time
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Explore the daily performance along with 16 other risk metrics of the index alongside up to five Syntax benchmarks or third party benchmarks.
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View sector and subsector breakdowns for each index created.
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Each index comes with an institutional-quality rulebook. This document summarizes the index selection criteria, metrics going into each factor or thematic grouping, rebalancing/recon schedule, as well as the index formulas that calculate the strategy.
Product Description
About this Product
- Grow your practice with customized individual equity solutions
- Create unlimited branded, personalized models in minutes for clients
- Auto generate institutional-quality portfolio analysis and commentary
Note: Direct influence over investments vs. ETF or wrapped funds where they have no say-so.
About Syntax Data
Syntax Data is a financial technology company that empowers investment managers, wealth advisors, and financial institutions with precise and transparent index solutions. Syntax Data seeks to optimize index development, portfolio customization, and investment analysis to drive better investment outcomes. Our Syntax Direct platform generates rules-based portfolio models complete with back-tested performance, detailed statistical analysis, and an institutional-grade methodology document that provides total transparency into the investment objective. The intuitive interface can be integrated into tech stacks providing scalability. Built on Syntax’s patented Functional Information System (FIS®) technology inspired by systems sciences, Syntax’s solutions are powered by comprehensive, granular, and accurate revenue-derived data available on the market.
Product Details
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.