Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
Synthaize Fin brings structured, auditable decision-making to investment recommendations — built for licensed Financial Advisers who need to show their reasoning, not just their outcome.
Regulators don't just ask what you decided for a client. They ask why, for every holding, every recommendation — FCA Consumer Duty and MiFID II in the UK and EU, fiduciary duty under the Investment Advisers Act and FINRA's Reg BI in the US. Synthaize Fin closes that gap by researching, challenging, and stress-testing every investment decision before you make the call — and leaving behind a rationale you can sign, not reconstruct.
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WHAT IT DOES
AI Research & Structured Challenge
For every ticker a client holds or watches, Synthaize Fin gathers price action, news, and macro context, then deliberately argues against its own initial read before settling on a position. The result: short, medium, and long-term recommendations with probability-weighted scenarios, not a single confident guess.
Portfolio Guidance
That research is combined with a client's actual holdings, available cash, and risk profile — producing guidance sized and framed for that specific client, not a generic buy/sell call.
Record Decision
Once guidance is reviewed, the adviser records what was actually decided per ticker — executed, partially executed, or discarded — directly against the research that informed it. Analysis becomes an accountable action, not a suggestion left on screen.
Decision History & Audit Trail
Every recorded decision and every ticker run stays queryable indefinitely. Nothing overwrites a prior verdict, which is what makes "why did we recommend this in March" an answerable question in October.
Chat
A space to reflect on a decision — ask about a client's portfolio, question a ticker's verdict, or revisit the reasoning behind a past call, answered against that client's actual holdings and history, not a generic assistant guessing at the numbers.
FOR FINANCIAL ADVISERS
Synthaize Fin is built for licensed Financial Advisers and the firms and IT Admins who support them, in any jurisdiction. It does not provide financial advice or execute trades — every recommendation is written for an adviser to read, question, and decide against, and the adviser remains the regulated professional responsible for the recommendation given to their client.
DESIGNED FOR
— Financial advisers and DFMs who need a documented rationale for every recommendation, not paperwork reconstructed after the fact
— Firms preparing for a suitability or best-interest review — FCA Consumer Duty, MiFID II, SEC fiduciary duty, or FINRA Reg BI
— Advisers who want AI research and challenge without ceding the final call
LIMITATIONS
Production use of Synthaize Fin is self-hosted — deployed on infrastructure your firm controls, with no dependency on a particular cloud, and requires a paid annual licence. A free, time-limited trial with a hosted demo environment is available via Microsoft sign-in for evaluation, capped on tickers watched and AI usage. This trial is not the production deployment model.
ACCOUNT REQUIREMENTS
Start a free trial with your Microsoft business account — no separate password to set. Trial signups are reviewed before full access is granted. For a production, self-hosted deployment, contact us directly.
Product overview: https://fin.synthaize.com/overview
AI-GENERATED CONTENT
This app uses AI to generate investment research, challenge analysis, and portfolio recommendations. All AI-generated content is clearly labelled within the app as not investment advice and not a substitute for the adviser's own judgment, suitability assessment, or duty of care. To report inappropriate AI-generated content, visit our support page: https://fin.synthaize.com/overview
GETTING STARTED
Start a free trial with your Microsoft business account from the trial landing page. Once approved, add a client, build their portfolio, and run your first pipeline analysis within minutes.
Product overview: https://fin.synthaize.com/overview
Privacy policy: https://fin.synthaize.com/privacy
Terms of use: https://fin.synthaize.com/terms
Support: contact@synthaize.com
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Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Sources
Publisher resources
1 linkLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.