B2B B/Ds

Synergy Investment Group was a small retail financial planning boutique that several years ago sought a way to compete with the national online firms. Our model of combining retail financial planning services with online trading worked well beyond our expectations as we tripled our gross revenues the very first year we combined both service platforms. Unlike most US Broker Dealers who offer ASP or Service Bureau services to foreign firms, Synergy’s retail background allows us to offer a consultative approach towards addressing channel conflict that is unparalleled in the industry. With over 25 US locations in less than 2 years we have proven that our combination formula works and feel that we can make it work for you as well. In addition to providing you with a cutting edge, direct access technology we provide these additional services:

Executing Broker on US Equities and Options Markets

DVP

Prime Brokerage

Custodial Services, etc.

We private label the trading software, management information systems and trader resources to your look and feel - thus helping you to maintain your brand identity.

Please contact us at 888-333-7637 to learn more or click here to request information.