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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.

Centralize Workflows

Embed Symphony into internal applications to seamlessly share content, initiate group chats and receive notifications.

Simplify Integrations

Engage third-party technology solutions and bot automations through Symphony’s cloud-network and open API delivery.

Access Directory

Quickly contact over half a million verified financial services users without changing your current workflow.

Plug Symphony into your workflows

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.

Ready for next-level workflow efficiency?

Request more information