Your platforms and portals.
Symphony Embedded Collaboration Platform
Responding to clients and peers in real-time is vital for modern financial workflows.
Embed Symphony within your existing applications to unlock instant external connectivity and next-level workflow efficiency.
Plug Symphony into your workflows
High-net-worth clients securely interact with advisors while bots automate and enrich service within your management portal. Client coverage provides instant feedback and communication from Symphony in a dedicated external chat.
Platform users approved for external collaboration can access Symphony’s verified directory; maintaining context of research, pre and post trade workflow. Solution providers are provisioned to manage their users on Symphony’s open network and extend compliance enabling capabilities to their owned ecosystem.
Institutional and retail clients engage and aggregate content within your client portal and glean real-time insight enriched by Symphony’s bot automation capabilities. Brokers and service providers augment insights and research by providing additional context from Symphony in an external chat.