Syntelligence Fintech

Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America. Whats 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. SERVICE...