Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America. What's consistent about the team of Syntelligence- members who are ready to quickly learn and curious to work.

𝗪𝗛𝗢 𝗪𝗘 𝗔𝗥𝗘:

Team Syntelligence is a small and focussed group of well trained and disciplined CFPs, CFAs and MBAs who believe in the philosophy of getting the work done within client driven timelines.

𝗛𝗢𝗪 𝗪𝗘 𝗪𝗢𝗥𝗞:

Discovery >> Due Diligence >> Onboarding >> Pilot >> Off ground (< 𝘁𝗵𝗮𝗻 𝟯 𝘄𝗲𝗲𝗸𝘀 ⌛)

𝗪𝗛𝗬 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦: 

👥 Great people - experts in their fields & bringing strong service ethos to everything they do.
🕴️ Our clients come to us with confidence that we will take their service to the next level of performance.
⛳ Our values - continuous innovation, insatiable hunger for knowledge, passion for perfection & uncompromising customer excellence.
⚙️Proficiency in leading softwares used by advisors & know how they work in integrated ecosystem.

𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦:

The basket of services that will appeal to Independent Financial Advisors and the RIA firms are as follows:
✔️Advisor Billing & Performance Reporting
✔️Accounting & Bookkeeping
✔️Advanced Financial Planning
✔️Back-Office Support

On the other hand, our team of Valuation experts that can cater to the Valuation Consultants and CPA firms provide the following services:
✔️Business Valuation
✔️Financial Modelling
✔️Pitch Deck

𝗪𝗛𝗔𝗧 𝗢𝗧𝗛𝗘𝗥𝗦 𝗦𝗔𝗬:

🗣 “I was hesitant to use Financial Plan setup service. However, their turnaround time and attention to detail left me breathless. Using them is now a part of my client onboarding process. ”

🗣 “Our firm has worked with Maithili (our CEO) for several years and she has been a good business partner. She is responsive and has helped grow our firm.”

 𝗥𝗘𝗔𝗗𝗬 𝗧𝗢 𝗧𝗔𝗟𝗞?

☎️ Visit us at www.syntelligencefintech.com or drop a line at hello@syntelligencefintech.com to get in touch.

Syntelligence Fintech

Org chart

Teams

Offices