Syntax Direct℠

Precision-powered portfolios

Create hyper-customized portfolios in a matter of seconds — at scale. With Syntax Direct℠, you can meet the needs of all of your clients, in a fraction of the time.

Use Syntax Direct to create and manage boundless direct indexing solutions and rules-based portfolios in an instant.

Request a demo

Why Syntax Direct?

The market

The Great Wealth Transfer is underway. $80+ trillion will be passed on to Gen X, Millennials, and Gen Z heirs in the coming decades.

The challenge

The new financial consumer seeks transparency and access to a more personalized, values-based financial plan than ever before.

The solution

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

How Syntax Direct works

Create your custom index in just three steps

1

Select your strategy

Pick a starting index universe.

2

Pick your preferences

Refine your index by answering a few simple questions.

3

Download a full report

Access current and historical constituents, five-year back-tested performance, detailed sector breakdowns, statistical analysis, 
and more.

What powers our data

Syntax’s Functional Information System (FIS®) transforms company classification, enabling improved index construction, portfolio analysis, and risk assessment from hundreds of angles.

Learn more about FIS®
12,500+
Global companies
7,000+
Active companies
155,000+
Point-in-time product line classifications

FAQ

Request a demo

Want a more hands-off approach?

Get a custom index