{"name":"synseus-intelligence","version":"1.1.0","protocol":"MCP","protocolVersion":"2024-11-05","tools":[{"name":"synseus_firm_audit","description":"Look up an SEC-registered or exempt reporting adviser by name or CRD number. Returns a coarse succession-risk band (insufficient, limited, moderate or elevated; the precise score is withheld), the number of succession signals detected, and the number of other firms with a known location within 50 miles and at least $5M in AUM. Covers 23,927 SEC-registered and exempt reporting advisers."},{"name":"synseus_practice_valuation","description":"Calculate RIA practice value from figures YOU supply, at multiples YOU supply. Synseus supplies nothing in the calculation: arr, margin, revenueMultipleBase and ebitdaMultipleBase are all required, and without them this returns no valuation rather than assuming one. Multiples are returned exactly as passed — nothing adjusts them. The DCF method is included only when terminalMultiple, discountRate, growthRate and projectionYears are ALL supplied, and is left out entirely rather than defaulted when any is absent. The headline is the unweighted mean of the methods present."},{"name":"synseus_succession_signals","description":"Get aggregated succession signal counts for a geographic area. Returns counts of 7 signal types (NO_SUCCESSION, LONG_TENURED, RETIREMENT_PROXIMITY, REGISTRATION_GAP, SOLO_PRACTICE, AUM_TRANSITION_RANGE, MULTI_STATE_LICENSED) across registered RIA firms within radius. Five are currently evaluated for these firms; REGISTRATION_GAP and MULTI_STATE_LICENSED always count 0. RETIREMENT_PROXIMITY and LONG_TENURED are computed from registration length only — they say nothing about any principal's age or retirement plans. Only aggregate counts returned — no firm names."},{"name":"synseus_archetype_assessment","description":"Get the 5-question advisor archetype assessment with all answer options and scoring logic. Returns questions and complete profiles for all 5 archetypes: Growth Hacker, Relationship Builder, Technical Analyst, Lifestyle Optimizer, Empire Builder."},{"name":"synseus_platform_stats","description":"Get current Synseus platform statistics including module count (10), registered firm database size (23,927), and signal types (7)."}],"documentation":"https://synseus.com/build-with-synseus"}