For financial institutions
The System of Execution and Evidence
Orchestrate and run regulated work end to end, with governance and evidence, in real time.
Used every day by financial institutions
and other leading firmsWhere execution breaks
Critical work runs on people, not systems
Today, regulated work runs on people moving information between systems by hand: copy-paste, rekeying, chasing, and evidence reconstructed long after the fact.
Your best people are stuck doing manual work.
Skilled teams spend their days rekeying, copying, and chasing instead of applying judgement.
No one can see the true status of the work.
Progress lives in inboxes and spreadsheets, so leaders learn about problems too late to act.
Control depends on who happens to be in the room.
Quality and compliance vary by person and team, and critical work carries quiet key-person risk.
Evidence is reconstructed after the fact.
When a regulator or auditor asks, teams rebuild the story by hand instead of proving it on demand.
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.
100%
Review coverage
Not a 5% sample
Real time
Audit-ready evidence
Captured as work runs
Straight-through
Oversight by design
Approval only where it matters
Single-tenant
Dedicated isolation
Your own subscription
What Synthex unlocks
Execution becomes visible, governed, and repeatable
Who uses Synthex
Every function. One platform.
Built for your business
Choose your industry to see exactly how Synthex runs across your teams.
Across every function
Meetings to CRM
Notes, actions, and follow-ups captured by default
Full-coverage review
Every output evidenced, every approval logged
Lifecycles, supervised
Multi-stage work runs with approval at every gate
Briefs, auto-compiled
Performance, history, and documents synthesised on demand
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.
See Synthex in your firm
We'll tailor the walkthrough to how your firm actually runs.