Syntelligence Fintech

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.