What We Do
At Synergy Trust, we provide accessible, high-quality financial planning services designed for everyone, regardless of their asset size or financial expertise.
Leveraging cutting-edge AI technology and the latest advancements in quantitative finance research, we guide users through financial planning, construct optimized investment portfolios, and offer ongoing support to ensure long-term success.
By empowering individuals with personalized advice, we aim to foster financial security and social well-being for all.
Financial Literacy
Financial education is at the heart of Synergy Trust’s mission. Through our free basic advice service, users can explore the fundamentals of personal finance, from budgeting and saving to investment basics and planning for life events.
Delivered via our conversational AI, this service breaks down complex financial concepts into simple, actionable insights. By focusing on education, we aim to build confidence, inspire informed decision-making, and empower individuals to take the first steps toward a secure financial future.
Financial Advice
For those seeking deeper financial guidance, Synergy Trust offers a flat-fee advisory service that blends sophisticated planning with accessibility. Using natural conversations to gather detailed insights, our AI Advisor provides tailored strategies for saving, investing, and managing resources.
This service is designed to align with life events, financial goals, and personal circumstances, offering a professional level of advice at an affordable cost. It bridges the gap between basic education and full-service management, empowering users to navigate their financial journey with confidence.
Portfolio Management
For comprehensive financial oversight, Synergy Trust’s portfolio management service offers a seamless blend of planning, execution, and ongoing monitoring. Our AI-driven platform develops personalized investment strategies that reflect each client’s goals, risk tolerance, and changing life circumstances.
With an emphasis on optimization and tax efficiency, we manage portfolios proactively, providing continuous engagement and support. This service delivers professional-grade investment management with transparency and accessibility, ensuring clients stay on track to meet their financial aspirations.