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Current company Synthesis Technology
Software Development · 38 employees · Founded 1998 · Chicago, Illinois, United States
Investment marketing operations is a hard job. Fact sheets, pitchbooks, commentaries, shareholder reports, and disclosures all need to be accurate, compliant, on brand, and out the door before quarter-end. Most teams are doing that work in Excel, Word, and a patchwork of manual processes. Synthesis automates that work. For 25+ years, we have built document production automation exclusively for the investment management industry. Our clients are asset managers, TAMPs, wealth managers, insurance and retirement firms, and hedge funds ranging from $100B to $1T+ in AUM. Three products power the platform. Publisher automates fund fact sheets, portfolio commentaries, shareholder reports, and other regulated investor communications. Synthesis Decks generates compliant pitchbooks and sales presentations on demand, on brand, and at scale. Content IQ manages disclosure updates, content change, and version control across thousands of documents. What our clients see: • Production cycles that drop from six weeks to two • More than 50% fewer production hours • Scale from hundreds to thousands of documents without adding headcount • Compliance and brand integrity maintained on every output Synthesis is headquartered in Chicago, with offices in Sofia and New Delhi. We support marketing, sales, compliance, operations, and technology teams who need data-heavy investor communications produced accurately, on time, and at scale. Visit synthesistechnology.com or message us to start a conversation.