Symphony for Portfolio Management and Trading

Watch this video for specific Portfolio Management and Trading use cases which highlights how to:

  • Improve collaboration on investment strategies and trade ideas with research and trading teams using chat rooms and direct chats (02.25)

  • Quickly curate information from colleagues and counterparties with tagged content and signals (04.56)

  • Connect while off the desk using mobile, sharing notes from conferences or staying updated on market movements (07:51)

  • Leverage 3rd party contextual data for research on investment strategies or trade ideas (09:21)

  • Automate intensive processes via Bots and improve your workflow (11:37)

Plus see examples of how Portfolio Management & Trading teams are using bots to automate manual processes on Symphony!