SYNQ speaks your language out of the box. Clients are clients, work is tracked as plans, and every plan carries a live status your client can watch from their own portal — no status calls, no “where are we at?” emails.
The dashboard Financial Advisory teams see
Households served
Active advisory relationships
Assets tracked
Total assets under advisement
Reviews due
Annual reviews inside 30 days
Plans in progress
Deliverables being built
Your plan pipeline, prebuilt
Service menu your clients can order from
Comprehensive financial plan
Cash flow, retirement, tax, and estate coordination.
Portfolio management
Allocation, rebalancing, and reporting.
Retirement income plan
Withdrawal sequencing and Social Security timing.
Business owner planning
Exit, succession, and key-person strategy.
Task library included
- Discovery meeting held
- Risk tolerance captured
- Statements collected
- Cash-flow model built
- Retirement projection complete
- Tax coordination note sent
- Plan presented
- IPS signed
- Accounts opened
- Funds transferred
- Allocation implemented
- Quarterly report delivered
Compliance context
SYNQ is built with financial advisory obligations in mind, including SEC / state RIA, Reg BI, Books and records retention. Data is isolated per firm with row-level access control, and every record change is attributable to a user.