ONE COMPREHENSIVE BUSINESS PARTNER

A different approach to
business partnerships

Designed specifically for RIAs, broker-dealers, financial advisors, and other financial professionals, Synchronize is one comprehensive offering to get your business operations in sync. As your clients want one comprehensive financial professional for their needs, we are one comprehensive business partner for your needs.

OUR OFFERINGS

Transform your business

For firms and advisors seeking to evolve their business, Synchronize is one partner with customized in-house solutions.

Explore our solutions ⠀>

Strategic business
planning

We help you assess and plan your marketing, operations, technology stack and more.

Insurance sync

A full-service insurance platform that offers fee-only and commission solutions for life insurance, fixed annuities, long term care, foreign nationals, disability insurance and more.

Hands-on
support

We simplify the insurance process, from point of sale to application management and more.

Business
protection

Custom programs for Errors and Omissions, Cyber protection and more.

Transitioning
advisor support

We help assess your transition and provide a simplified plan.

Strategic partner
solutions

We offer alternative solutions for advisor health insurance, ultra-high net worth personal lines, captives, professional referrals and more.

ADVISOR PORTAL

24/7 solutions

Log in to our advisor portal to check licensing, review compensation, submit insurance tickets and more.

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OUR STORY

50 years of forming Synchronize

For decades, independent financial advisors were forced to seek fragmented business solutions to meet the needs of their clients and their businesses.

This fractured industry standard inspired leaders from Lockton Affinity, SBG Inc., Blueprint Insurance Services and Freedom Partners to combine their specialized products into one, all-encompassing offering—Synchronize, powered by Lockton Affinity.

With locations across the country, Synchronize is leading the industry and making it more efficient, affordable and accessible for financial advisors to do business.

Our story ⠀>

If advisors are not offering insurance solutions, your competition (holistic wealth planners) certainly are. The Synchronize team helps advisors move towards a more holistic wealth offering. Better solutions, additional revenue and stickier relationships is a win-win-win.

Ryan Geschke, MBA

Managing Director, Investments & Trading | NewEdge Advisors

Our clients' thoughts

ON ONE COMPREHENSIVE BUSINESS PARTNER
We were looking to build our own RIA; to be truly independent for the first time in our careers. We had many questions and concerns regarding the exact process to achieve our goals. Synchronize was the comprehensive solution to our frustrations. Our newfound freedom brings us new energy and satisfaction with our decision, and most importantly, our clients feel the same way. We highly recommend having Synchronize by your side.

Mike McConnell and Mark Hayek

MPremierPartners

Our clients' thoughts

ON ONE COMPREHENSIVE BUSINESS PARTNER
Our Synchronize team is a true partner in our business. They are experienced, professional and deliver comprehensive advice and support that is hard to find in the RIA space. They will be a great asset to your team if you are already independent or considering independence.

Chris Risenmay, Partner

Our clients' thoughts

ON ONE COMPREHENSIVE BUSINESS PARTNER

Cypress Wealth Services
When it comes to sifting through and evaluating the mind-numbing myriad of potential insurance solutions, my Synchronize team have no equal – nobody does it better. They have allowed me to increase my revenues and create a better client experience by understanding my business. They are my trusted business partners and an integral part of my business.

Paul D. Barlow, CF

Our clients' thoughts

ON ONE COMPREHENSIVE BUSINESS PARTNER