ONE COMPREHENSIVE BUSINESS PARTNER
A different approach to
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.
Transform your business
For firms and advisors seeking to evolve their business, Synchronize is one partner with customized in-house solutions.
We help you assess and plan your marketing, operations, technology stack and more.
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.
We simplify the insurance process, from point of sale to application management and more.
Log in to our advisor portal to check licensing, review compensation, submit insurance tickets and more.
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.
Ready to transform your business?
Contact us and a dedicated Synchronize team member will reach out to create a personalized action plan.