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    SYNTHIFY FUSION

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    SNTHIFY FUSION is a powerful data management tool for Wealth Management and RIA firms, integrating with AWS Redshift, S3, and DocumentDB. It normalizes structured and unstructured data, provides AI-driven insights, and offers advanced hybrid search functionality with semantic and keyword-based search capabilities.
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    SYNTHIFY FUSION

     Info

    Overview

    SNTHIFY FUSION by Arcus Partners is a comprehensive data management solution designed for Wealth Management and RIA firms. It seamlessly integrates with AWS services, including Redshift, S3, and DocumentDB, enabling users to normalize structured and unstructured data into reportable formats. With advanced AI-driven insights and pre-defined data recipes, SNTHIFY FUSION enhances your reporting, compliance, and analytics capabilities.

    One of SNTHIFY FUSION’s standout features is its hybrid search functionality. Utilizing Amazon DocumentDB, it allows users to perform semantic search, which is context-aware and retrieves documents based on meaning, not just keywords. This is paired with traditional keyword-based search, providing financial advisors with the most relevant and comprehensive search results, improving decision-making and efficiency.

    By automating data ingestion from leading custodians and portfolio management systems, SNTHIFY FUSION streamlines data processing, ensuring that your data is always up-to-date, accurate, and ready for analysis. Whether you're looking for AI-driven insights or powerful search capabilities, SNTHIFY FUSION offers a robust, scalable solution.

    Highlights

    • Hybrid Search with Amazon DocumentDB: Combines semantic, context-aware search with keyword-based search for comprehensive document retrieval.
    • AI-Driven Insights: Leverages pre-defined data recipes and prompts to provide deep, actionable insights from your data.
    • Seamless Integration: Integrates with AWS Redshift, S3, and DocumentDB, allowing for efficient data normalization and real-time updates from custodians and portfolio systems.

    Details

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    Custom pricing options

    Pricing is based on your specific requirements and eligibility. To get a custom quote for your needs, request a private offer.

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    Support

    Vendor support

    You can contact us for support here: support@finity360.com 

    For information on our products and services you can reach out at:

    Paul Stringer - paul.stringer@arcuspartners.com 

    Gerry Murphy - gerry.murphy@arcuspartners.com 

    Saurabh Bhole - saurabh.bhole@arcuspartners.com 

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