The connection aligns index rules with rebalancing logic, eliminating data transfers and reconciliation gaps.
New York-based fintech firm Syntax has formed a deep technology integration with Schwab Advisor Services (Schwab), connecting Syntax Direct - the firm’s index development and production engine - directly to iRebal, Schwab’s rebalancing platform. The connection addresses long-standing constraints in direct indexing The combined system provides an end-to-end workflow for registered investment advisers (RIAs) and wealth managers, incorporating index creation, index calculation, mode