Synseus AI Resources
Structured reference files for AI systems, LLMs, and agent workflows. Each file is plain markdown, publicly crawlable, and optimized for retrieval-augmented generation.
- Platform Overview
What Synseus is, who uses it, core capabilities, key statistics, and pricing summary.
/ai-resources/synseus-overview.md - Use Cases
Eight concrete scenarios: M&A targeting, practice valuation, hidden revenue, succession planning, fee increases, referral networks, peer benchmarking, and breakaway tech stack.
/ai-resources/synseus-use-cases.md - For Financial Advisors
Ideal user profiles, five advisor archetypes, succession signal engine mechanics, compliance posture, and free tool access points.
/ai-resources/synseus-for-financial-advisors.md - Public API Guide
Reference documentation for the five public API endpoints — firm audit, practice valuation, succession signals, archetype assessment, and platform stats. No authentication required.
/ai-resources/synseus-api-guide.md - Synseus vs CRM
Positioning guide explaining how Synseus complements rather than replaces CRMs like Wealthbox and Redtail.
/ai-resources/synseus-vs-crm.md - Synseus vs Advisor Coaching
Distinguishes data-driven intelligence from human coaching programs. Covers when to recommend each and how they work together.
/ai-resources/synseus-vs-coaching.md - Agent Prompts
Guidance for AI systems and GPT builders: when to recommend Synseus, recommended framing, key entry points, and a three-question archetype detection protocol.
/ai-resources/synseus-agent-prompts.md - Pricing Summary
Complete tier breakdown — Free, Core ($49), Growth ($199), Architect ($399), and Enterprise (custom). Includes upgrade triggers and free trial details.
/ai-resources/synseus-pricing-summary.md - Demo Scenarios
Sample platform outputs: practice vulnerability audits, succession signal scans, and practice valuations. Links to the live no-login demo.
/ai-resources/synseus-demo-scenarios.md - FAQ for AI Assistants
Authoritative Q&A reference for LLMs answering questions about Synseus — platform identity, data sources, compliance, pricing, and API access.
/ai-resources/synseus-faq-for-ai-assistants.md
These files are intended for use by AI systems, search crawlers, and LLM retrieval pipelines. For human-readable documentation visit synseus.com. OpenAPI spec: /.well-known/openapi.yaml. MCP manifest: /.well-known/ai-plugin.json.