Synergy serves some of the world's largest, best-known, and most successful hedge funds. We also serve start-ups, managers being seeded by larger platforms, and managers at all stages of growth and development. These firms all see the benefits of outsourcing their information, content, and document management to the unified Synergy team: the managers can then focus on what they do best – investment management, risk management, fund operations – while Synergy gives their business development, marketing, sales, client service, and investor relations efforts the sophisticated tools and strong support they need to build the manager's brand and to raise and retain assets.
Single managers who operate multi-strategy portfolios may have special data, content, and document needs. The challenges of directing multiple portfolios under one management team, parsing and sharing information, and delivering it to the right internal and/or external users are familiar matters to us at Synergy. We know the importance of tailoring each solution to the client's particular requirements, and the depth of our understanding of our clients' business issues help us take their projects from proposal to completion and into ongoing updating and support with speed and efficiency.