Fund Sales, Marketing & IR Technology

Synthesis Technology

Chicago (hq) | New York | Dehli | Bulgaria
50 employees

Synthesis is a technology solution that reduces the time and costs associated with producing content for marketing, shareholder reporting and sales.

The firm’s solutions automate the production of data-heavy content like fund fact sheets, Tailored Shareholder Reports, pitchbooks, website content, performance reports, email newsletters, and other collateral.

Synthesis also automates data management and enables sales teams to access collateral and create personalized, compliant materials.

Synthesis was founded in 1998 and serves financial services firms including asset managers, insurance and retirement providers, and TAMPs.

Last checked or updated:
6/28/2024

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