Tag Archives: RFPs

Synthesis to Automate FactSheets, Pitchbooks, Commentaries, and RFPs for San Francisco-based Investment Manager

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A major San Francisco-based investment manager has selected Synthesis Technology to automate the production of their fund factsheets, commentaries, pitchbooks, and RFPs. This firm is one of the nation’s largest and most experienced investment management and brokerage firms with over $250 billion in assets under management.


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