Syntax Data partners with RFG Advisory for equity portfolios

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Syntax Data Partners with RFG Advisory to Expand Model Marketplace 🎉 Syntax Data is proud to partner with RFG Advisory to deliver low-cost, single-name equity portfolios that enhance personalization and scalability for independent financial advisors. Combining Syntax’s equity research expertise with RFG’s institutional portfolio management, the partnership introduces competitively priced portfolios that provide precise sector and company exposure—offering advisors a flexible, scalable way to build customized client portfolios within the SMA/UMA structure. 🚀 Read full press release ➡️ https://lnkd.in/ePruSdHt

3 Comments

Dori Thomas

Communications Professional

Congratulations on this great partnership!

Ashten Legg, MBA

Strategic Marketing Leader

We are so excited about this partnership! 💪

RFG Advisory

Excited to welcome you into our RFG Model Marketplace! 👏

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RFG Advisory

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We’re thrilled to announce our partnership with Syntax Data, expanding the RFG Model Marketplace with institutional-caliber, single-name equity portfolios designed to give Advisors more control and clients more customization. This collaboration delivers personalization at scale through: ✅ Custom equity SMAs with full trading, rebalancing, and tax-loss harvesting support ✅ Seamless UMA integration for operational efficiency ✅ Data-driven portfolio construction built for precision and growth It’s another milestone in RFG’s mission to empower Advisors with modern investment solutions that help them build their business without compromise. 📍 Learn more about this exciting partnership: https://hubs.li/Q03RJ14D0 Syntax, LLC., is a financial data and technology company that provides direct indexing strategies and rules-based equity models to RFG. Syntax, LLC, Private Client Services and RFG Advisory are unaffiliated entities.
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David Runacres

President APAC at Broadridge, Regional Leader, Board Member
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New research shows over 50% of corporate action errors now stem from data quality issues. Fixing process gaps starts with fixing data. By combining golden‑source event data with guided automation, firms are cutting exception rates and boosting accuracy. Explore how leading institutions are tackling data accuracy in Broadridge's Broadening Asset Servicing in 2025. http://spklr.io/6040BMGCi
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Ally Kyle

Head of International Account Management, Securities Services
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New research shows over 50% of corporate action errors now stem from data quality issues. Fixing process gaps starts with fixing data. By combining golden‑source event data with guided automation, firms are cutting exception rates and boosting accuracy. Explore how leading institutions are tackling data accuracy in Broadridge's Broadening Asset Servicing in 2025. http://spklr.io/6042BMyGw
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Elizabeth Maiellano

Vice President Product Management Broadridge Financial Solutions
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New research shows over 50% of corporate action errors now stem from data quality issues. Fixing process gaps starts with fixing data. By combining golden‑source event data with guided automation, firms are cutting exception rates and boosting accuracy. Explore how leading institutions are tackling data accuracy in Broadridge's Broadening Asset Servicing in 2025. http://spklr.io/6040BMOYI
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Danielle Genovese

Director at Broadridge
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New research shows over 50% of corporate action errors now stem from data quality issues. Fixing process gaps starts with fixing data. By combining golden‑source event data with guided automation, firms are cutting exception rates and boosting accuracy. Explore how leading institutions are tackling data accuracy in Broadridge's Broadening Asset Servicing in 2025. http://spklr.io/6046BMy0m
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Jeffrey Feitt, AIF®

Sales Representative | Specializing in Fintech Software | Helping companies increase loyalty and revenue while reducing regulatory risk and operational costs
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New research shows over 50% of corporate action errors now stem from data quality issues. Fixing process gaps starts with fixing data. By combining golden‑source event data with guided automation, firms are cutting exception rates and boosting accuracy. Explore how leading institutions are tackling data accuracy in Broadridge's Broadening Asset Servicing in 2025. http://spklr.io/6048BM3Yg
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Brian Gorny

Vice President, Head of Client Success | Client Retention, Cross-Functional Collaboration
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New research shows over 50% of corporate action errors now stem from data quality issues. Fixing process gaps starts with fixing data. By combining golden‑source event data with guided automation, firms are cutting exception rates and boosting accuracy. Explore how leading institutions are tackling data accuracy in Broadridge's Broadening Asset Servicing in 2025. http://spklr.io/6045Bzf5B
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Ashley Mancinelli

Senior Continuing Education Coordinator at Fi360
1w
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New research shows over 50% of corporate action errors now stem from data quality issues. Fixing process gaps starts with fixing data. By combining golden‑source event data with guided automation, firms are cutting exception rates and boosting accuracy. Explore how leading institutions are tackling data accuracy in Broadridge's Broadening Asset Servicing in 2025. http://spklr.io/6040BMRzr
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Ulrik Godlieb

Manager Client Services at Broadridge Financial Solutions Ltd.
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New research shows over 50% of corporate action errors now stem from data quality issues. Fixing process gaps starts with fixing data. By combining golden‑source event data with guided automation, firms are cutting exception rates and boosting accuracy. Explore how leading institutions are tackling data accuracy in Broadridge's Broadening Asset Servicing in 2025. http://spklr.io/6041BMyxd
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Jake Sweeney

Managing Director, Sales - Australia and NZ at Broadridge
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New research shows over 50% of corporate action errors now stem from data quality issues. Fixing process gaps starts with fixing data. By combining golden‑source event data with guided automation, firms are cutting exception rates and boosting accuracy. Explore how leading institutions are tackling data accuracy in Broadridge's Broadening Asset Servicing in 2025. http://spklr.io/6049BMPM9
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