Syntelligence Fintech

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: 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: Discovery >> Due Diligence >> Onboarding >> Pilot >> Off ground (< ⌛): Great people - experts in their fields & bringing strong service ethos to everything they do. Our clients come to us with confidence that we will take their service to the next level of performance. Our values - continuous innovation, insatiable hunger for knowledge, passion for perfection & uncompromising customer excellence. Proficiency in leading softwares used by advisors & know how they work in integrated ecosystem: The basket of services that will appeal to Independent Financial Advisors and the RIA firms are as follows: Advisor Billing & Performance Reporting Accounting & Bookkeeping Advanced Financial Planning Back-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: Business Valuation Financial Modelling Pitch Deck : “I 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. ” “Our 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.”? Visit us at or drop a line at hello@syntelligencefintech.com to get in touch.