For RIAs & Wealth Managers
Your clients span five books that never reconcile. Synopsis makes them one.
Custodian feeds, portfolio accounting, CRM, planning, and billing each key on the account, not the household — so questions about effective fees, held-away assets, and true profitability span four vendors and simply don't get asked.
The join, made visible
Every system you run — and the answers you can't get today.
One shared key across every system. No exports, no VLOOKUP — the tools you already run, finally answering the questions that matter.
Good morning, Morgan.
Q3 Revenue Review
Renewal due in 71 days. Usage down 12% QoQ and two support escalations open — flagged at risk by the renewal model.
Questions
Answers before you ask.
Do we need a data team?
No. Synopsis does the household-key join centrally, so your ops lead stops being a report-runner and asks questions in plain English.
We're multi-custodial. Does that matter?
That's the core case — normalizing feeds from multiple custodians onto one household key is exactly what Synopsis does.
How is client data handled?
Your data lands in your own warehouse, and Synopsis queries it in place, so client and account data stays under your control.
Can this support Marketing Rule and composite work?
Yes. Composites and fee-reasonableness files build from the reconciled book as rerunnable queries with a clean audit trail, instead of an annual scramble.
Do we need a data team or anyone who knows SQL?
No. We configure your warehouse with you and connect the systems you already run; your team just asks questions in plain English. Nobody has to write SQL or babysit pipelines unless they want to.
Does Synopsis replace the software we already use?
No. Your systems of record — ERP, CRM, accounting, and the rest — stay exactly where they are. Synopsis sits on top and joins them into one place you can query, so you report across everything instead of exporting from each tool.
Where does our data live, and is it secure?
Your data stays in your own warehouse — we don't keep a copy. Access is governed per user and every query is audit-logged. Synopsis is SOC 2 Type II, and you can review our live security posture in the Trust Center.
How is this different from a BI tool or a stack of dashboards?
BI tools chart data that something else already had to clean and join. Synopsis does that upstream work — connecting your systems, resolving entities, and enforcing your metric definitions — then answers in plain English, builds the dashboards, and traces every number back to its source.
Get started
See it on your own data.
Most demos take about 30 minutes. Bring a question you've been waiting months to answer — we'll reply within 24 hours.
Book a 30-minute demo
See Synopsis run against rias & wealth managers data.
We'll be in touch within 24 hours.
