Synthesis Technology

Synthesis Technology Automating for Growth. Synthesis Technology is a software development company providing intelligent automation solutions to the financial services industry.

Many of the world's top investment management firms use our platform to streamline their marketing, sales, and client communication processes. The Synthesis platform streamlines the production of fund factsheets, pitchbooks, product guides, website content, performance charts, SAIs, prospectuses, sales emails, and much more. The extreme flexibility of our platform allows us to adapt our technology

to our client's existing designs and processes. The web-based interface enables teams to effectively collaborate, create, manage, and publish their marketing content to ensure it is always up-to-date and compliant using the latest product data, branding, and disclosures. This gives our clients confidence, knowing their information is delivered to the market quickly and accurately through every communication channel. Synthesis Technology is one of the fastest growing companies in the market sector, posting a better than 25% growth rate for the past three years. To learn more, visit www.snth.com.

Could We Have a New ESG Regulation by Year-End?
10/10/2022

Could We Have a New ESG Regulation by Year-End?

The recent submission of a rule by the Employee Benefits Security Administration suggests that we could have a final regulation from the Labor Department by year-end.

Distribution enablement is a vital part of your investment marketing strategy. Is your firm creating pitchbooks that dri...
07/18/2022

Distribution enablement is a vital part of your investment marketing strategy. Is your firm creating pitchbooks that drive sales through automation and grow AUM?

Presentation management for asset managers. Automate pitchbook production & enable sales to create custom and compliant presentations.

Synthesis CEO John Toepfer and Red Oak Compliance COO Cathy Vasilev break down the SEC’s new Modern Marketing Rule and t...
07/14/2022

Synthesis CEO John Toepfer and Red Oak Compliance COO Cathy Vasilev break down the SEC’s new Modern Marketing Rule and the implications for investment firms.

Webinar Replay: Breaking Down the SEC’s MMR — The Top 5 Critical Areas For Your Investment Firm In this webinar, Synthesis CEO John Toepfer and Red Oak Compliance COO Cathy Vasilev break down the SEC’s new Modern Marketing Rule and the implications for investment firms. You’re probably alrea...

Asset managers need to be able to rely on website updates to their fund data. To that end, you need to be able to trust ...
05/16/2022

Asset managers need to be able to rely on website updates to their fund data. To that end, you need to be able to trust your automation solution.

Synthesis Technology helps asset managers stay compliant and competitive through automated updates to the firm's dynamic fund data on their website.

Golden source data – does it really exist?
05/10/2022

Golden source data – does it really exist?

Data managment and content automation go hand-in-hand. How do you tackle data while keep your marketing content automation plans on track?

At investment management firms, most internal data warehousing systems do not embrace the specific, demanding needs of t...
04/21/2022

At investment management firms, most internal data warehousing systems do not embrace the specific, demanding needs of the marketing team. As a result, marketers must deal with data aggregation and clean-up in addition to their core job responsibilities.

The quality of investment data management impacts the accuracy and timeliness of fund marketing materials like fact sheets and pitchbooks.

What enables some asset management firms to get their data-driven communications out more quickly than their competitors...
04/20/2022

What enables some asset management firms to get their data-driven communications out more quickly than their competitors? What’s the secret ingredient? https://hubs.ly/Q018sxLQ0

Case Study: Fast Growing Asset Management firm automates fund documents at scale.
04/19/2022

Case Study: Fast Growing Asset Management firm automates fund documents at scale.

Synthesis Technology helps a fast growing asset management firm to automate fund documents at scale, cutting their production time in half.

How Asset Managers Use CDPs
04/13/2022

How Asset Managers Use CDPs

Asset managers use CDPs to solve integration problems that exist in their existing technology environments.

Is the elusive “golden source data” holding your marketing team back from getting quarterly materials automated? Here ar...
03/14/2022

Is the elusive “golden source data” holding your marketing team back from getting quarterly materials automated?
Here are 3 tips you can share with your data team.

Data managment and content automation go hand-in-hand. How do you tackle data while keep your marketing content automation plans on track?

Address

550 W. Van Buren Street , Suite 1530
Chicago, IL
60607

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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