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It's time for your compliance program to have a higher touch

Here at Synergy we leverage our expertise for our clients in order to give them confidence in their compliance programs and free up their time to focus on what they do best – servicing their clients.

About

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Synergy is a service first, adviser oriented consulting firm. Our first priority is your best interest. By focusing on providing cost-effective compliance solutions, we enable clients to spend less time on compliance and more time servicing their clients.

Consulting services that fit your needs

We're ready to meet you where you're at

Virtual Compliance Officer

We’ll take care of the day to day nagging compliance responsibilities with our Virtual Compliance Officer program, which frees you up to spend more time on your clients and running your business.

Comprehensive Risk Assessment

Designed to identify the areas of risk that make your firm most vulnerable to audit deficiencies, and create a plan so that you can properly allocate time and resources to minimize your exposure.

Monthly Compliance Consulting

Our Monthly Consulting service gives you confidence in your compliance program and peace of mind knowing you can tap into our collective expertise whenever you need to.