Syntax Data has officially launched Saidee™, its AI-driven agent for portfolio and index development, designed to empower financial advisors and investment managers to build, manage, and market customized, rules-based portfolios. Saidee is now available to the RIA community via Syntax Direct™, the company’s proprietary index creation platform.
AI-Powered Portfolio Design
Saidee offers four core capabilities:
- Market Outlook – Converts economic, sector, or market views into actionable portfolios.
- Client Profiles – Aligns portfolios with clients’ age, income, risk tolerance, and goals.
- Just Good Ideas – Turns investment theses or thematic concepts into custom portfolios.
- Commentary – Provides digestible analytics and benchmark comparisons for created portfolios.
“Saidee is adept at designing indices for all kinds of scenarios and uses,” said Patrick Shaddow, CEO of Syntax. “It’s destined to become an essential support tool for RIAs, financial advisors, and investment managers intent on providing better investment solutions for their clients.”
Proprietary Data, Full Traceability
Unlike AI tools that scrape the open web, Saidee operates using Syntax’s proprietary, institution-grade data, along with optionally integrated firm-specific research. This ensures outputs are fully traceable, accurate, and auditable—critical requirements for regulated financial advisors.
“Most AI tools pull from the open web with minimal control over the data,” said Sean Sandys, CTO of Syntax. “Saidee is different, drawing on proprietary data and institutional processes that ensure quality and reliability.”
Advisors can now design rules-based portfolios grounded in clean, verified data, reducing manual oversight and improving client confidence.
Why It Matters
Rules-based portfolios are increasingly in demand as financial advisors seek scalable, compliant solutions that align with client objectives. Saidee combines AI automation with traceable, institution-grade data, enabling advisors to move from concept to execution quickly while maintaining regulatory compliance.
“Saidee is a true gamechanger,” added Rory Riggs, Chairman of Syntax. “It helps investment managers create portfolios that marry sound investment principles with clean and accurate data—capabilities that were unimaginable six months ago.”
Saidee is now accessible to the RIA community through Syntax Direct™, with demos available upon request.
Power Tomorrow’s Intelligence — Build It with TechEdgeAI
