Cashflow Visibility Simplified

Symphony Cashflow Automation is a cutting-edge solution purpose-built for Mutual Funds and Investment Managers to automate, consolidate, and monitor complex cashflows across multiple custodians, locations, and systems—delivering unmatched control, accuracy, and agility for Fund Managers and Operations.

• Multi-Custodian Cashflow Aggregation
• Drill-Down Dashboards & Views
• Automated Transfer Rules
• Multi-Location & Multi-Currency Support

Product Overview

Transforming Cashflow
Management

The Challenge

What fund managers face today

• Fragmented Data Sources across multiple systems
• Lack of Consolidation Visibility
• Manual Processing & Dependencies on operational staff
• Multi-Custody & Multi-Location Complexity
• Limited Real-Time Insight for Fund Managers
• Inefficient Exception Handling & manual reconciliation

The Solution

How Symphony transforms operations

• End-to-End Cashflow Aggregation from all sources
• Drill-Downable Cashflows & Real-Time Dashboards
• Configurable Bank Transfer Rules Engine
• Multi-Custody, Multi-Location, Multi-Currency Support
• Fund Manager Ready Interface with actionable insights
• Automated Workflows & Smart Alerts

Powerful Features

Everything you need to manage
complex cashflows with confidence

End-to-End Cashflow Aggregation

Consolidate cashflows from multiple custodians, banks, and systems into a single unified view

Real-Time Dashboards

Drill-downable dashboards providing instant visibility into all cashflow activities

Automated Rules Engine

Configurable bank transfer rules that automate complex decision-making processes

Multi-Everything Support

Handle multi-custody, multi-location, and multi-currency scenarios seamlessly

Fund Manager Interface

Purpose-built interface designed specifically for fund managers' needs

Smart Workflows & Alerts

Automated workflows with intelligent alerts for exceptions and important events

Governance & Audit Trails

Strong governance framework with comprehensive audit trails for compliance

Modern Technology Stack

Built on latest web, API, and event-driven architectures for maximum performance

Built for Your Team

Symphony serves every stakeholder in your investment management organization

Mutual Fund Managers

Automate cashflows across funds and custodians with full visibility.

• Reduce manual processing time by 85%
• Real-time visibility into all fund cashflows
• Automated compliance and audit trails

Investment Operations Teams

Streamline daily operations with automated workflows, exception handling, and intelligent alerts

• Eliminate manual data entry
• Proactive exception management
• Seamless integration with existing systems

Compliance & Risk Officers

Ensure regulatory compliance with comprehensive audit trails, governance frameworks, and reporting

• Complete audit trail for all transactions
• Configurable approval workflows
• Real-time compliance monitoring

Fund Administrators

Handle complex multi-custody and multi-location scenarios with ease and accuracy

• Multi-currency support
• Cross-custodian consolidation
• Scalable for high-volume operations

Frequently Asked Questions

Got questions? we've
got answers!

1.Is Symphony cloud-based?

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Yes, it offers secure, role-based cloud access.

2.Can Symphony integrate with ERP/HRMS/other systems?

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Yes, Symphony provides robust API integration capabilities to connect with your existing ERP, HRMS, and other enterprise systems for seamless data flow and automation.

3.Can workflows be customized?

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Absolutely. Symphony allows you to customize workflows, approval hierarchies, and compliance policies to match your organization's specific requirements and governance structure.

4.Does it support multi-entity companies?

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Yes, Symphony fully supports multi-entity structures with centralized policy management and cross-entity reporting capabilities, making it ideal for group companies.

5.What is the implementation time?

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Implementation typically takes 4-8 weeks depending on your organization's size and complexity. This includes setup, configuration, data migration, user training, and go-live support.