Data-Driven Content Automation for Investment Firms

Factsheets, Tailored Shareholder Reports, Pitchbooks, Commentaries, & More

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Improve Efficiency With Automated, Compliant Investment Marketing, Sales, and Shareholder Reporting Content

Investment management is more competitive now than ever. Synthesis Technology helps firms get client-facing communications in front of investors faster than the competition. Produce fact sheets, Tailored Shareholder Reports, pitchbooks, commentaries, and web content in half the time without adding more staff and internal costs with investment management marketing content automation by Synthesis.

Quickly Update Data-Heavy Marketing Content Across Assets

Centralize, share, and update data, copy, and images across factsheets, Tailored Shareholder Reports, commentaries, pitchbooks, website, and more
Maintain regulatory and brand standards across content assets
Easily manage disclosures and copy
Manage approvals and automate your quarter-end workflows

Centralize, Manage, and Visualize your Marketing Data

Streamline data collection, validation, calculations, and secure storage of data for marketing use
Leverage your data to automate any unique or custom chart or graph
Produce quality data and feed it back to any downstream system
Bring us your data challenges – there’s no limit to what we can do!

Produce clean, quality data for investment marketing

Streamline Processes and Reduce Costs by Easily Integrating Other Systems or Processes

Integrate with website CMS, DAM, and sales enablement systems
Automatically send print-ready documents to commercial print vendors
Seamlessly integrate language translations, ADA tagging, and SSO solutions
Connect to your compliance solution for full books and records audit trails

Get Up and Running Quickly With a Turnkey Implementation

Our team does the work – saving you time, money, and frustration
Get implemented in as little as 90 days
Minimize internal costs and realize ROI on your automation solution quickly
Once implemented, you have hands-on control over your data and content

White Paper:
Everyone On Board

How to Convince Key Stakeholders
to Automate FactSheets

Download White Paper

Data-Driven Content Automation for Investment Firms

Factsheets, Tailored Shareholder Reports, Pitchbooks, Commentaries, & More

Improve Efficiency With Automated, Compliant Investment Marketing, Sales, and Shareholder Reporting Content

Quickly Update Data-Heavy Marketing Content Across Assets

Centralize, Manage, and Visualize your Marketing Data

Streamline Processes and Reduce Costs by Easily Integrating Other Systems or Processes

Get Up and Running Quickly With a Turnkey Implementation

White Paper:
Everyone On Board

How to Convince Key Stakeholders
to Automate FactSheets

We help investment companies automate for growth

Follow Us

Data-Driven Content Automation for Investment Firms

Factsheets, Tailored Shareholder Reports, Pitchbooks, Commentaries, & More

Improve Efficiency With Automated, Compliant Investment Marketing, Sales, and Shareholder Reporting Content

Quickly Update Data-Heavy Marketing Content Across Assets

Centralize, Manage, and Visualize your Marketing Data

Streamline Processes and Reduce Costs by Easily Integrating Other Systems or Processes

Get Up and Running Quickly With a Turnkey Implementation

White Paper: Everyone On Board

How to Convince Key Stakeholders to Automate FactSheets

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We help investment companies automate for growth

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White Paper:
Everyone On Board

How to Convince Key Stakeholders
to Automate FactSheets