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Core Collaboration

Secure, seamless cross-firm
communication.

Work live with your clients and counterparties with modern, connected collaboration technology.

How Symphony works

Symphony combines conventional chat, voice, and video conferencing onto one platform.​

On Symphony, just click a button to start a message. Chat directly with one or many people inside and outside your company.

Rooms

Stay connected with other team members in an online work space with persistent messaging, file exchange, live screen share and more.

Saved Messages

Use Saved Messages to collect important messages in a single place where you can search them, make notes, and organize into checklists

Own your data

Messaging tools can be hacked just like other systems. Only the ones with strong security will protect the valuable data contained within. Symphony’s strategy combines true end-to-end encryption and compliance for protection from every angle.

Data encryption

A Symphony message is encrypted the instant sent. Only the intended receiver can decrypt it. That’s true end-to-end encryption.

Compliance

Symphony enables total compliance with features like information barriers, data loss prevention (DLP), user entitlements, room monitoring, and automatic content archiving.

Certifications

Independent security and privacy experts regularly conduct audits in order to certify our safeguards.

Automate tasks and workflows

Save time and free up resources for high-touch, value-add work with automated digital assistants or bots.

Booster Logos

Apps and integrations

Integrate Symphony with existing systems to create digital workflows that are faster and more accurate. Assign apps and bots to routine duties like filling out forms, client requests, database searches and more.

Build your own bot

Symphony developers and partners create automation tools and bot integrations for customers. We can identify workflows most suited to automation and work to build your solution. 

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Natixis

Bot integrations save time and money

This Symphony customer closes deals 98% faster with bot integrations.

NATIXIS SUCCESS STORY​

What's new

Tech4Fin

Carrying over history to the mesh

In our journey building an event mesh, we face the challenge of reconciling with Symphony’s engineering history. Specifically, we are transitioning from a single-tenant, monolithic architecture to a multi-tenant, microservice architecture. And critically, due to the nature of our business, this shift must be both progressive and smooth.

Tech4Fin

Automate workflows quickly and easily with Symphony’s new Workflow Developer Kit

At Symphony, streamlining complex financial workflows is a core part of our mission, and automation is one of our most powerful tools for achieving this objective. For years, our developers as well as users throughout our community have built bots on the Symphony platform that automate individual processes or segments of workflows. These have ranged from integrations with tools like Salesforce and ServiceNow to streamlining customized client onboarding processes.

Innovation

The Buyside: A Technology Evolution

The Buyside has undergone a massive evolution in the past few years. Indeed, a radical transformation has re-shaped all asset management firms – and the professionals who operate within them. As a result, the needs of the Buyside are quite different now than they were just 24 months ago.

Collaborate with the community
on Symphony.