Synthesis Technology Reviews

Fort Worth, TX

Synthesis helps investment companies become more efficient, strategic, and customer-centric though data, marketing, and sales process automation. We work exclusively with investment companies to help them solve problems around the production, distribution, and effectiveness of marketing assets like factsheets, commentaries, sales presentations, email newsletters, and website content. We provide highly flexible data management, publishing, and distribution automation tools in tandem with world-class professional services. Our unique services model allows us to tailor our solutions to the client’s specific needs around marketing production and risk management. Our 20 years of industry experience make us an ideal partner for investment companies who market a variety of investment products through multiple distribution channels. Our clients range from some of the world’s largest financial services organizations to middle-market and boutique firms, including asset and wealth managers, retirement plan providers, TAMPS, and hedge funds. Synthesis was acquired by Blue Horizon Software Holdings in 2020. This strategic decision was made in order to expand the solutions and offerings of Synthesis software while continuing and growing our client services team to provide the best technology and experience for our clients. To learn more, visit www.synthesistechnology.com.