Synthesis is a technology company based in Chicago, IL that specializes in providing automation solutions for investment companies. They offer a range of services including content automation, data management, and sales enablement, helping their clients scale their marketing, shareholder reporting, and sales processes. With their expertise in automating data-heavy content and ensuring compliance, Synthesis helps investment companies improve efficiency, manage costs, and enhance their go-to-market strategies.
With over 25 years of experience, Synthesis has become a trusted partner for mutual funds and exchange-traded funds (ETFs) in meeting regulatory requirements, such as the SEC's Tailored Shareholder Reports rule. Their tailored solutions, including fund fact sheets, pitchbooks, and website content, enable investment companies to deliver personalized and up-to-date information to their clients. By automating data processes and providing clean product and market data, Synthesis helps investment companies improve speed to market and ensure error-free and compliant collateral.
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