Synergy Investments
Curated by SignalFinancial planning platform offering tailored investment management solutions for individuals.
Overview
Synergy Investments is a company that focuses on financial planning solutions for individuals. It offers a variety of investment portfolios that are managed to align with different financial objectives. The platform consolidates users' financial information to provide an overview of their financial status and facilitates the creation of personalized financial plans using advanced algorithms. The company targets independent financial advisers and institutions, providing discretionary investment management services, which include MyFiduciary and Morningstar series portfolios. Synergy Investments employs an evidence-based approach to asset class investment, incorporates regular performance assessments, and offers scenario analysis tools to assist users in making financial decisions. The company collaborates with industry leaders to improve its investment research and recommendations.
Key facts
- Founded
- 2015
- Headquarters
- Christchurch, New Zealand
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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Contact
- Primary office
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