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.

Features

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.

Multi-Custodial
Relationships

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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