AI Intelligence for Your Practice
Synseus is the intelligence layer independent advisors use to discover hidden revenue, value acquisitions, plan succession, and scale systematically. Built specifically for RIAs managing $50M–$500M AUM.
What Synseus Does
Synseus runs continuous intelligence algorithms across your practice data — identifying revenue opportunities you haven't captured, measuring what your practice is worth, and showing you the fastest path to growth.
Unlike generic practice management platforms, Synseus does not just show you data. Opportunities are ranked using your advisor archetype, and each one carries a priority level, a recommended next step, and an estimated revenue impact wherever one can be computed.
Standalone tools let you deep-dive an analysis, such as a Monte Carlo revenue forecast or a practice valuation, from your own figures.
Four Ways Advisors Use Synseus
Growth Diagnostics
Identify your highest-leverage revenue levers — fee optimization, referral gaps, service tier alignment, and acquisition targets. Run Monte Carlo forecasts showing the probability of hitting your revenue targets.
Practice Valuation
Value your practice using a weighted blend of up to five methods — revenue multiple, EBITDA multiple, DCF, AUM percentage and a revenue-multiple sensitivity — computed from your own practice inputs, with the weights adjustable.
Succession Planning
Check your succession strategy against the seven checks in the Module 8 succession readiness panel. Identify acquisition targets using SEC IAPD data and succession signals (five of the seven signals are currently evaluated for SEC-filed firms). Run virtual due diligence before making an offer.
Opportunity Feed
Synseus reviews the practice data you enter for retirement-planning opportunities, client concentration risk, fee-review opportunities, and planning-fee (service bundling) opportunities. Every opportunity carries a priority and a recommended action, and a dollar impact only where one can be computed.
Built For Independent RIAs
Synseus is engineered for independent financial advisors managing $50M–$500M in assets. Whether you're a solo advisor scaling to $150M AUM, a breakaway building a new RIA, or an established practice planning acquisition or succession, Synseus provides the intelligence to execute faster.
Ready to Build Intelligence Into Your Practice?
Start with a 14-day free trial. No credit card required. Full platform access. See what $50M–$500M practices discover.
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