Syntax and iRebal® from Schwab Advisor Services Team Up to Offer Advanced Personalized Indexing Services

9 hours ago

1 min read

Syntax, a New York-based fintech company, announced a technology integration with Schwab Advisor Services that connects its Syntax Direct index development and production engine to iRebal, Schwab's rebalancing platform.
The combined platforms give registered investment advisors an end-to-end solution covering index creation, index calculation, model management, trading, and tax management support.
iRebal users can access Syntax Direct through single sign-on to build custom indices, which flow into iRebal via an API integration and serve as model portfolios.
Those model portfolios can be rebalanced, tax-managed, and personalized down to the individual account and fractional share.
The integration removes the manual handoff that has historically separated index design from portfolio implementation, eliminating manual data handling and reconciliation lags.
The release states that direct indexing has long relied on a limited pipeline of benchmark indices, which constrained customization and capped scalability.
Syntax CEO Patrick Shaddow, Schwab Advisor Services' Alison Dooher, and Syntax Indices President Bruce Traan framed the partnership as giving independent RIAs more control and time savings in delivering personalized portfolios at scale.