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Synergy Financial Technologies

software Endorsed by 1 creator

A compliance and risk management service provider for financial advisors, offering virtual CCO services, SEC registration assistance, and ongoing compliance monitoring.

Endorsed by

Andy Panko

Topics

compliance virtual cco financial advisory risk management

Used by

These creators have mentioned using this product

Andy Panko uses
"I started using them. Um, I forget what it cost. The virtual CCO at the time, it was either two thou I think it was $2,000 a month for state registered people... once you're SEC registered, it's 2500 a month for their virtual CCO thing. So, 30 gra..."
Maintaining Work/Life Balance While 4Xing The Firm - Andy Panko | Financial A... · ▶ 24:33 · Mar 2026