In a bold move that could reshape how financial advisors develop and manage portfolios, Syntax Data, a leader in direct indexing technology, has teamed up with TradePMR, a brokerage and custodian services provider specializing in independent financial advisors. The collaboration aims to provide advisors with cutting-edge tools to build custom indices, offering investors highly personalized and tax-efficient investment solutions.
Announced at the 2025 T3 Technology Conference in Dallas, the partnership integrates Syntax Direct, Syntax Data’s proprietary custom index platform, into TradePMR’s technology ecosystem. This integration is expected to empower financial advisors with a more efficient, cost-effective means of constructing and managing tailored investment portfolios.
