Harnessing Data to Empower Financial Advisors
By
In 2025, Syntax Data is a finalist across three categories as part of ThinkAdvisor’s Luminaries Awards Class. As part of that recognition, Patrick Shaddow, the company’s CEO, has been singled out in the CEO of the Year category for his work on developing and launching the firm’s Syntax Direct platform.
In this podcast, Shaddow talks about how data can help financial advisors deliver a better experience for their clients and how technology is reshaping the entire industry.
You’ll also hear:
- How the release of the Syntax Direct platform changes the way financial advisors create hyper-customized portfolios for clients.
- How Syntax played a significant role in launching a handful of ETFs over the last year.
- What the next year holds for additional innovations, including further integration with artificial intelligence.
To hear the full interview and to learn more about the 2025 Luminaries Class, check out ThinkAdvisor’s additional coverage.
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