Technology
Digital Digest: The Latest Tech News – RFG Advisory, Syntax Data
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The latest technology news in the wealth management sector from around the world.
RFG Advisory, Syntax Data
RFG Advisory is
partnering with Syntax Data, a financial
data and technology provider that offers data-optimized index
solutions.
The pact will expand investment solutions available on the RFG Model Marketplace.
The partnership pairs RFG’s portfolio management with Syntax’s background in equity security selection. The portfolios can be implemented as separately managed accounts (SMAs) and integrated with other managers on the marketplace. Trading, rebalancing, cash flow management and tax-loss harvesting are handled by RFG to support operational ease.