High-net-worth clients can securely interact with advisors while bots automate and enrich service within your management portal. Client coverage can provide instant feedback and communication from Symphony in a dedicated external chat.
Users can access Symphony’s verified external directory while maintaining context of research, pre and post-trade workflows. Partners seamlessly extend Symphony’s open network and compliance enabling capabilities within their owned ecosystem.
Institutional and retail clients can engage with and aggregate content within your client portal and glean real-time insight enriched by Symphony’s bot automation capabilities. Brokers and service providers can augment insights and research by providing additional context from Symphony in an external chat.