All posts by Synthesis

Synthesis provides intelligent automation technology solutions for investment management firms. Our technology is regarded as a top automation platform for document production like fund factsheets and commentaries, sales enablement solutions like pitchbooks and personalized emails, and fund data management. Find us on twitter @synthesistech.


5 Mistakes Asset Managers Make When Managing Disclosures

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Five biggest disclosure management mistakes by asset managers

Managing disclosure language has been a critical element of Synthesis’ document automation approach for over two decades. Even with modern technology and processes, disclosures continue to be a pain point for most asset management firms. Recently, we’ve been doing research into the processes asset managers use to manage their disclosures. The goal of this research is to better understand why disclosure management continues to be problematic. Through our discussions with marketing and compliance professionals at large and small investment management firms, we’ve been digging into how firms create, edit, distribute, and retire disclosure language — and what the major issues are.Read More

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Synthesis Technology volunteers at City Farm Chicago

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The Synthesis crew thinning out a row of basil.

The Synthesis crew thinning out a row of basil.

By Katie French

Synthesis Technology recently began a corporate volunteer program. We believe in empowering our employees to give back to their communities, and our first group of volunteers headed to an urban farm to do just that.Read More

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