Precision-powered portfolios
Create hyper-customized portfolios in a matter of minutes. With Syntax Direct, you can help your diverse range of clients fulfill their investment objectives on a highly personalized basis – at scale.
Simple, intuitive and easy-to-use, Syntax Direct enables you to create and manage a limitless number of direct indexing solutions based on sound and proven investment principles.
Why Syntax Direct?
Client Retention
Improve client relationships by offering clients superior customized investment solutions that precisely match their investment goals and risk preferences.
Practice Expansion
Attract new clients by providing unique investment portfolios that avoid the undifferentiated “me too” clutter of standardized investment products.
Lower Costs
Eliminate many of the costs related to the investment management process, especially costs related to packaged investment products.
How Syntax Direct works
Create your custom index in just three steps
Select your strategy
Pick a starting index universe.
Pick your preferences
Refine your index by answering a few simple questions.
Download a full report
Access current and historical constituents, five-year back-tested performance, detailed sector breakdowns, statistical analysis, and more.
Data - The Power Behind Syntax Direct
Syntax Direct is powered by one of the most extensive financial databases in the world. All data used on Syntax Direct is sourced from reliable and proven entities and is thoroughly vetted to eliminate errors.
Syntax’ proprietary and patented FIS platform supports in-depth examination of the financial characteristics on over 11,000 public companies worldwide. FIS provides statistics from fully-cited public filings that enable accurate assessments of sector classifications, market shares, supply chain linkages and more – facilitating company analysis and classification on the most precise basis possible.
Syntax’ derived data products offer reliable benchmark indexes, factor scores and thematic groupings that serve as the underpinning for successful and transparent index creation.
Let Sadie AI Do the Work For You
Sadie is Syntax Direct’s exclusive AI agent. She’s adept at designing indexes for all kinds of scenarios and is ready, willing and able to assist you. Just tell her what you want to do, and she’ll go to work for you as your personal assistant.
With Sadie, you can build structured portfolios based on:
Economic/Market Outlook
Type in your outlook – or your firm’s outlook – and Sadie will help you design an index that takes your ideas and turns them into actionable investment portfolios.
Economic/Market Outlook
Type in your outlook – or your firm’s outlook – and Sadie will help you design an index that takes your ideas and turns them into actionable investment portfolios.
Economic/Market Outlook
Type in your outlook – or your firm’s outlook – and Sadie will help you design an index that takes your ideas and turns them into actionable investment portfolios.
Economic/Market Outlook
Type in your outlook – or your firm’s outlook – and Sadie will help you design an index that takes your ideas and turns them into actionable investment portfolios.
FAQ
Users are free to choose from any number of the following indices: benchmark, core, factor, thematic, impact/ESG, and/or off-the-shelf.
- An easy and intuitive platform to rapidly create indexes at scale across a wide range of strategies
- Our Functional Informational System (FIS®) provides unparalleled precision in constructing thematic indexes.
- The platform creates a rules-based and transparent process for portfolio construction, free of any black-box/AI approaches.
- Includes an institutional-grade rulebook that is specific to the custom index a user creates, thus providing transparency into the exact methodology that was implemented in deriving the constituents.
We have a dedicated team to troubleshoot technical issues along with ongoing account management support. Our experienced index team can provide ongoing support to guide the development of indices to meet desired investment objectives for end-clients.
Users receive the Daily Close, Adjusted Close, Levels, Corporate Action, and Trade files for ongoing index maintenance. Trade files can be exported into preferred client order entry systems.
Built for Every
Investment Professional
Syntax connects advisors, managers, and data leaders through one transparent system—from data to implementation.
Financial Advisors & RIAs
Transparent data and differentiated models you can explain and defend.
• Product-level visibility into holdings and exposures.
• Model portfolios with clear factor/thematic tilts.
• Explainable, auditable inputs for client reporting.
Asset & Portfolio Managers
Design, test, and scale strategies—move from idea to investable in days.
• Granular, revenue-based exposures for precise design.
• Backtesting on standardized, transparent datasets.
• Rapid operationalization into indices or mandates.
Investment Strategists & Researchers
Build and backtest thematic and model portfolios with precision.
• Auditable inputs and rule-based methodologies.
• Repeatable workflows for research and comparisons.
• Clear attribution and transparent factor contributions.
Data & Operations Gatekeepers
Standardize workflows with a transparent, compliance-ready
data stack.
• Auditable inputs and rule-based methodologies.
• Repeatable workflows for research and comparisons.
• Clear attribution and transparent factor contributions.