B2B RIAs

Synergy provides RIA's with the ability to manage their trading costs and get better access to the markets using the latest direct access technology. In addition to an improved trading platform, we offer the following services:

• settlement services
• securities lending
• an array of reporting options, including customized reports and data extracts
• financing services
• foreign currency settlement capacity
• web-based daily account information
• notification of corporate actions
• dividend collection and payment
• personalized service for each Prime Brokerage account
• DVP
• Sub-accounting

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

See How Synergy Puts You in the Drivers Seat