Syntax Data has officially launched Saidee™, a proprietary AI agent and portfolio development application integrated with Syntax Direct™, enabling financial advisors and RIAs to create, manage, and market rules-based custom indices and portfolios using institutional-grade, traceable data.
Syntax Data is transforming how financial advisors and investment managers build and manage custom portfolios with the launch of Saidee™, an advanced AI agent embedded within Syntax Direct™, the company’s custom index creation platform. Saidee empowers RIAs, wealth advisors, and investment managers to generate precise, rules-based portfolios tailored to specific market views, client needs, investment theses, or analytical requirements—all grounded in clean, traceable, institutional-grade data.
“Saidee is adept at designing indices for all kinds of scenarios and uses,” said Patrick Shaddow, CEO of Syntax. “Saidee is destined to become an essential support tool for RIAs, financial advisors, and investment managers intent on providing better investment solutions for their clients.”
Saidee delivers four primary capabilities designed to streamline portfolio construction and client communication:
“Most AI tools pull from the open web with minimal control over the data and its sources,” said Sean Sandys, CTO of Syntax. “Saidee is different, drawing on Syntax’s proprietary data and institution-grade processes – and that discipline drives the quality of what comes out.”
By operating exclusively on vetted institutional sources—including proprietary Syntax data—Saidee ensures every output is traceable to its underlying documents. Advisors can further customize Saidee by integrating firm-specific research, such as internal market outlooks or approved buy lists, delivering consistent, auditable results that meet the rigorous standards of regulated environments.
“Saidee is a true gamechanger,” said Rory Riggs, Chairman of Syntax. “Using our proprietary data, it helps investment managers create rules-based portfolios that marry sound investment principles with clean and accurate data in ways that were unimaginable as little as six months ago.”
Saidee is now live and available to the RIA community through Syntax Direct. Interested advisors can sign up for an exclusive demo to explore its capabilities.
About Syntax Data
Syntax Data is a leader in proprietary financial data and automated portfolio construction, powered by its Functional Information System (FIS®) technology and its AI-based portfolio development agent, Saidee. FIS® classifies and connects companies by their true functional economic role and interconnections – moving beyond traditional sector labels to reveal granular hidden risk correlations and structural relationships that drive portfolio performance. Together, FIS, Syntax Direct, and Saidee empower investment managers, wealth advisors, and financial institutions with precise, transparent, and interconnected data solutions that optimize financial research, portfolio customization, index development, and investment analysis. Syntax operates through three segments: Affinity® Data, Syntax Direct with Saidee, and Syntax Indices.
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