SyntheticFi helps advisors incorporate institutional securities-backed borrowing into client liabilities planning. Using box spreads, the platform enables advisors to deliver low-cost, term-flexible, tax-aware liquidity without requiring clients to sell assets. SyntheticFi supports major client liquidity and investment needs, including mortgages, bridge loans, refinancing, and diversification of concentrated positions, while helping advisors retain AUM and win new client relationships. Launched in 2023, SyntheticFi works with over 280 RIA firms representing more than $1.5 billion in regulatory AUM, and has earned industry coverage and mentions from Bloomberg, Cboe, Kitces, and other leading financial services outlets.