Firm Management Technology Suite

Technology & Solutions

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Our Value

Industry-leading, cloud-based tools at a fraction of the cost

We’ve conducted the due diligence for you and integrated a scalable, best-of-breed firm management technology suite that can be customized to your needs. Our platform includes easy-to-use, real-time, cloud-based tools offer an optimal adviser experience and flexibility for clients.


Everything you need
– in one view.

Flexibility for advisors, security for the client. There are three components to a wealth management practice: knowing where the money is, how clients interact with their money, and that the money is on track.

COSYNTRIS offers access to industry-leading custodians to house money, a second component (Tamarac) to interact with money, and a third component (Money Guide Pro) to assure money is at work.


The foundation of any practice is the financial institution that holds your client’s assets. COSYNTRIS has relationships with Charles Schwab, Fidelity, and the flexibility to use other custodians.

  • Charles Schwab
  • Fidelity
  • TD Ameritrade
  • Pershing
  • Others

Envestnet Tamarac

Envestnet Tamarac is an industry-leading, portfolio-rebalancing, performance reporting and customer relationship management software. Tamarac is considered an innovator in rebalancing and CRM.

  • Performance reporting
  • Portfolio rebalancing
  • Microsoft Dynamic Customer Relationship Management (CRM) software

Money Guide Pro

Money Guide Pro is the leading financial planning software for five consecutive years. Money Guide Pro is a client-centered, goal-oriented financial planning tool.

  • Planning portal
  • Recommended scenarios
  • Risk & play zones

Accounting, Compliance,
& Virtual CFO Solutions

Through our network, we offer cost-effective relationships that you can leverage to assure your firm is SEC compliant and has the assistance it needs to prepare tax and other financial statement documents.

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Let’s talk

To access this firm management technology suite, contact COSYNTIS today. Our advisor solutions can help you achieve your goals. Tell us a little bit about your firm and COSYNTRIS will reach out to discuss your options.

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