Solutions
Solutions
Every workflow Synthex runs today, end to end on one governed execution layer. Filter by industry to see what's relevant to your firm.
Advice & suitability
Suitability Report Automation
Suitability reports drafted in minutes, evidenced by default, ready for compliance the same day.
Learn moreDiscovery & Fact Find Capture
Advisers stay on the conversation. Synthex listens, structures the fact find, and syncs it into the CRM before the call ends.
Learn moreCash Flow Planning & Modelling
Build the lifeline view from real reconciled numbers. Test life goals before they're agreed.
Learn moreAdvice Notice Generation
Issue an evidenced advice notice the day the advice is given, not a week later.
Learn moreOngoing Suitability Review
The annual review the FCA expects, evidenced as a process — not reconstructed at year end.
Learn moreOperations
Client Portal & Confirmation
Same-day client confirmation on fact finds, advice notices, and reports. No portal account, no signed PDFs.
Learn moreLOA Orchestration & Reconciliation
Letters of Authority drafted, signed, sent, chased, and reconciled. Pension and platform data lands clean on the client record.
Learn moreDocument Processing & Extraction
Intelligent document parsing and structured data extraction from PDFs, spreadsheets, and financial documents at scale.
Learn moreHoldings Transfer Automation and Orchestration
Automate and orchestrate holdings transfers end to end. An autonomous agent runs every step across documents and counterparties, pausing only for the approvals that matter, so one operator can oversee thousands of transfers at once.
Learn moreInvestment & research
Investment Commentary & Quarterly Reports
Monthly and quarterly client commentary on every model, every fund, every account — without an investment team writing-week.
Learn moreDaily Markets Brief
The morning markets brief your advisers should be reading, written by your investment team, sent before the first meeting.
Learn moreFund Manager Oversight & Due Diligence
Continuous fund monitoring and structured due diligence - culminating in a branded Update Note ready for every fund manager meeting.
Learn moreFund Fact Sheet Generation
Automated production of regulated fund fact sheets with data validation and approval workflows.
Learn moreInvestment Committee Preparation
Aggregate analyst inputs, performance data, and due diligence materials into a single structured IC pack - in hours, not a week.
Learn moreInvestor Reporting & Communications
Produce fact sheets, market commentaries, newsletters, and regulatory reports from a single validated data pipeline - every period, at scale.
Learn moreDon't see your workflow?
Synthex is an execution layer, not a packaged app — most of these solutions started as a customer-specific build. Tell us what you run today.