Print this article

Digital Digest: The Latest Tech News – RFG Advisory, Syntax Data

Editorial Staff

6 November 2025

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 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.