- ProductsCompliant Messaging
Message clients without sacrificing compliance
The non-compliant use of messaging platforms has led to billions in regulatory fines. Symphony helps enable seamless compliant messaging with clients via WhatsApp, WeChat and SMS
OverviewEnable surveillance and recordkeeping of clients’ preferred messaging platforms
SMSEnable maintenance of SMS communication records for regulatory compliance
Core CollaborationSecure, seamless cross-firm communication
The only fully open, scalable, and secure collaboration platform purpose-built for global markets – enabling efficient workflows and compliant communication
PlatformSuite of modular collaboration capabilities accelerates communication
Embedded CollaborationLeverage Symphony’s capabilities in your platforms and portals
Security & ComplianceSecure, compliance-enabling framework meets the stringent needs of markets
VoiceCloud-based voice collaboration
Compliance-enabling and scalable voice technology maximizes efficiency by defragmenting communication and connecting traders and trader-adjacent teams instantly
Cloud9Eliminate communication silos and provide instant voice connectivity
Instant VoiceCross-organizational solution native to Symphony and built for speed
Cloud9 DeskTrader-adjacent connectivity with global intercom across internal teams
Cloud9 TraderFull-featured turret replacement with maximum external connectivity
VideoStart and join video meetings from Symphony
Facilitate productivity, collaboration and effective co-working with leading video conferencing platforms integrated alongside Symphony chats and rooms
ZoomKeep collaborating in Symphony while joining or hosting Zoom meetings
Microsoft TeamsRetain Symphony workflow context during Teams Video meetings
IntegrationsEssential tools to streamline workflows
Connect your everyday systems to Symphony to improve efficiency, reduce context switching and mitigate manual tasks
Enterprise IntegrationsEnterprise software bi-directionally integrated with Symphony
Apps & Bots415+ apps and 2K+ bots to help streamline and automate workflows
- Insights
- Company
- AboutThe only secure and compliance-enabling collaboration platform built for markets
- LeadershipSymphony’s global executive team driving the company forward with purpose
- PartnersA network built to bring connectivity to the global financial markets community
- CareersAvailable opportunities to join the Symphony team in offices around the globe
- News, Press & EventsThe latest press releases, media and events featuring Symphony
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- Contact Us
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Embedded Collaboration
Our capabilities.
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.

Seamless Workflows
Via a single sign-on authentication, embedded-Symphony allows you to share content and initiate group chats in real-time
Verified Directory
Approved by global banks for communication with counterparties set up to collaborate externally, enabling access to over half a million users from 1,000+ institutions
Simplified Integrations
Engage third-party technology solutions and bot automations through Symphony’s cloud network and open API delivery
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.