Secure text & SMS communications solutions for finance & trading teams

Efficient client messaging without sacrificing compliance

A high impact channel

Markets demand constant communication. 99% of SMS messages are opened while 97% are read within 15 minutes. Why sacrifice this speed and reliability due to compliance concerns?

Symphony enables recordkeeping of SMS, ensuring users have a high impact communication channel without sacrificing compliance.

Reduce friction and stay compliant

Client engagement

Communicate with clients on their preferred channel, reducing friction and expediting communication


Capture and retain messages to help meet recordkeeping requirements for regulatory compliance

Integrated features

Time-saving, easy-to-use features streamline and enhance client communication

Feature Highlights

Dedicated Number

Maintain a consistent presence and partition work and personal with a dedicated business number.

Seamless Messaging

Add your contact in Symphony and begin messaging instantly – no downloads or check boxes.

Secure Attachments

Send attachments securely through a unique URL or receive incoming MMS messages.

Streamline messaging communications, compliantly

Real-time client communication through individual or group chats.

Send messages with images, videos and other rich content, adding depth to client conversations.

Share and access files easily in chats, making it easy to collaborate and distribute research.

Easily add or remove client contacts individually or in bulk.

Automate routine tasks and workflows through API integrations, freeing up time for more important conversations.

Enable client interactions away from the desk with the full suite of messaging capabilities accessible from the Symphony app.

Built atop Symphony’s security framework purpose-built for financial services, keeping your communications secure.

Get started with us

We're happy to answer questions and get you acquainted with Symphony and our family of products including Cloud9, StreetLinx and Amenity Analytics.