Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America. What's consistent about the team of Syntelligence- members who are ready to quickly learn and curious to work.
๐ช๐๐ข ๐ช๐ ๐๐ฅ๐:
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.
๐๐ข๐ช ๐ช๐ ๐ช๐ข๐ฅ๐:
Discovery >> Due Diligence >> Onboarding >> Pilot >> Off ground (< ๐๐ต๐ฎ๐ป ๐ฏ ๐๐ฒ๐ฒ๐ธ๐ โ)
๐ช๐๐ฌ ๐๐ง ๐ช๐ข๐ฅ๐๐ฆ:
๐ฅ Great people - experts in their fields & bringing strong service ethos to everything they do.
๐ด๏ธ Our clients come to us with confidence that we will take their service to the next level of performance.
โณ Our values - continuous innovation, insatiable hunger for knowledge, passion for perfection & uncompromising customer excellence.
โ๏ธProficiency in leading softwares used by advisors & know how they work in integrated ecosystem.
๐ฆ๐๐ฅ๐ฉ๐๐๐๐ฆ:
The basket of services that will appeal to Independent Financial Advisors and the RIA firms are as follows:
โ๏ธAdvisor Billing & Performance Reporting
โ๏ธAccounting & Bookkeeping
โ๏ธAdvanced Financial Planning
โ๏ธBack-Office Support
On the other hand, our team of Valuation experts that can cater to the Valuation Consultants and CPA firms provide the following services:
โ๏ธBusiness Valuation
โ๏ธFinancial Modelling
โ๏ธPitch Deck
๐ช๐๐๐ง ๐ข๐ง๐๐๐ฅ๐ฆ ๐ฆ๐๐ฌ:
๐ฃ โI was hesitant to use Financial Plan setup service. However, their turnaround time and attention to detail left me breathless. Using them is now a part of my client onboarding process. โ
๐ฃ โOur firm has worked with Maithili (our CEO) for several years and she has been a good business partner. She is responsive and has helped grow our firm.โ
๐ฅ๐๐๐๐ฌ ๐ง๐ข ๐ง๐๐๐?
โ๏ธ Visit us at www.syntelligencefintech.com or drop a line at hello@syntelligencefintech.com to get in touch.
Company Details
- Employees
- 17
- Address
- Ahmedabad, In
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Ahmedabad
Syntelligence Fintech Questions
Syntelligence Fintech's website is http://www.syntelligencefintech.com
Syntelligence Fintech's LinkedIn profile is https://in.linkedin.com/company/syntelligence-fintech
Syntelligence Fintech has
17 employees.
View email and phone details for 17
employees at Syntelligence Fintech.
Syntelligence Fintech's industry is
Financial Services
Syntelligence Fintech's top competitors are
Omni Informatics,
Atharva Valuation (Opc) Private Limited,
Knowcraft Analytics,
Pi Square Investments,
Valutico,
Elite Valuation,
Den Valuation,
Syntelligence Tech,
Mycpe One,
Young Turtle Llp.
Syntelligence Fintech's categories are Financial Services
