Syntax Data has launched Saidee™, an AI-optimized portfolio development application available through the Syntax Direct™ custom indexing platform, aimed at empowering financial advisors and RIAs. Saidee streamlines the creation and management of customized, rules-based portfolios, enabling advisors to design indices based on market outlooks, client profiles, investment themes, and detailed portfolio analytics. Unlike typical AI tools that rely on open web data, Saidee uses proprietary, institutional-grade data ensuring accuracy, traceability, and compliance for regulated industries. Syntax’s CEO, Patrick Shaddow, and CTO, Sean Sandys, highlight its game-changing capability by integrating robust data with sound investment principles. Saidee’s functions not only assist in crafting tailored investment solutions but also enhance marketing support for financial professionals. Currently available exclusively for the RIA community, the tool exemplifies a new era in financial advising, combining innovative technology with rigorous data integrity. For more details or to schedule a demo, visit www.SyntaxData.com.
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