For financial institutions

The System of Execution and Evidence

Orchestrate and run regulated work end to end, with governance and evidence, in real time.

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Synthex platform showing a process running with progress, requirements, flows, and evidence visible in one view

Used every day by financial institutions

Solutions in action

Transform your most demanding processes into governed automation

From suitability reviews to asset transfers to fund reporting, Synthex runs the work end to end, with governance and evidence built in, so your teams move faster and stay audit-ready.

Suitability Report Automation

Suitability reports drafted in minutes, evidenced and audit-ready.

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Holdings Transfer Automation and Orchestration

Autonomous agent runs holdings transfers end to end, at scale.

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Fund Fact Sheet Generation

Regulated fund fact sheets with data validation and approvals.

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What Synthex unlocks

Execution becomes visible, governed, and repeatable

Governed Execution Across the Firm

Coordinate work across advice, compliance, operations, and investment teams with policy, approvals, and controls applied by default.

Governance enforced as work runs.

Audit-Ready Evidence in Real Time

Capture decisions, actions, and interactions in real time, creating audit-ready evidence at the point of action, not months later.

Audit-ready evidence generated by default.

Align Teams Around Consistent Execution

Establish firm-wide ways of working while preserving human judgment where required.

Shared context across teams and domains.

Gain Operational Visibility

Make execution risk and performance visible across teams and domains in real time.

Persistent, end-to-end execution state.

Works With Your Existing Stack

Sit across current platforms and systems of record, orchestrating work without replacing your technology.

Integrates with existing systems.

Compounding Returns at Scale

Each new process deployed on Synthex lowers the cost and effort of the next, so efficiency, capacity, and control scale with every use case across the enterprise.

Value compounds with every deployment.

Governed Execution Across the Firm

Coordinate work across advice, compliance, operations, and investment teams with policy, approvals, and controls applied by default.

Governance enforced as work runs.

Audit-Ready Evidence in Real Time

Capture decisions, actions, and interactions in real time, creating audit-ready evidence at the point of action, not months later.

Audit-ready evidence generated by default.

Align Teams Around Consistent Execution

Establish firm-wide ways of working while preserving human judgment where required.

Shared context across teams and domains.

Gain Operational Visibility

Make execution risk and performance visible across teams and domains in real time.

Persistent, end-to-end execution state.

Works With Your Existing Stack

Sit across current platforms and systems of record, orchestrating work without replacing your technology.

Integrates with existing systems.

Compounding Returns at Scale

Each new process deployed on Synthex lowers the cost and effort of the next, so efficiency, capacity, and control scale with every use case across the enterprise.

Value compounds with every deployment.

Who uses Synthex

Every function. One platform.

Built for your business

Choose your industry to see exactly how Synthex runs across your teams.

Wealth Management & IFA Networks

Asset & Fund Management

Across every function

Client-FacingAdvisers, Relationship Managers, Fund Managers

Meetings to CRM

Notes, actions, and follow-ups captured by default

Compliance & RiskCompliance Officers, QA Teams, Contact Centre

Full-coverage review

Every output evidenced, every approval logged

OperationsTransfers, Onboarding, Service Teams

Lifecycles, supervised

Multi-stage work runs with approval at every gate

Research & InvestmentAnalysts, Fund Ops, Portfolio Teams

Briefs, auto-compiled

Performance, history, and documents synthesised on demand

LeadershipCOOs, Heads of Advice, CROs

Cross-firm execution view

Risk and progress visible across teams as work runs

The Synthex platform

Start anywhere, expand everywhere

Start with what matters most

Begin with the process carrying the highest risk, cost, or operational friction.

One platform, shared execution layer

Every use case runs on the same execution, governance, and evidence foundation.

Value compounds as you expand

New use cases reuse existing context, controls, and integrations. No re-implementation required.

Security & infrastructure

Enterprise-grade, by default

Every deployment runs in a dedicated, isolated subscription: encrypted, audit-ready, and built to clear the strictest financial-services reviews.

ISO 27001:2022AES-256 encryptionDedicated isolationAudit-ready evidence

Security & compliance Visit Trust Center

See Synthex in your firm

Book a walkthrough with our team and we'll tailor the demo to your operating model.

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