Provides encrypted chat, voice, file sharing, and bots, designed for rapid, compliant communication between advisors and clients. Integrates with compliance tools, CRM, and custom workflows.
More about Cloud9 Technologies (acquired by Symphony)
Integrated tools for client communications including secure messaging, video conferencing, email management with compliance archiving, and scheduled client review management.
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Email Integration Supports seamless sending and receiving of emails within the system. |
Symphony promotes seamless sending/receiving of emails by supporting email connectors and integrations, according to product documentation. | |
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Secure Messaging Provides a secure, encrypted messaging portal for clients and advisors. |
Symphony is a secure, encrypted messaging platform by design, with end-to-end encryption of all messages, files, and channels (vendor documentation and security overview). | |
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SMS Notifications Ability to send alerts and updates via SMS. |
Symphony supports SMS gateway and notification integrations (features described publicly and in partner documentation). | |
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VoIP Calling Includes support for Voice over IP calls through the platform. |
No information available | |
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Video Conferencing Offers built-in video meeting tools for virtual consultations. |
Product supports video conferencing via built-in tools and integrations with video providers (see Symphony Marketplace and documentation). | |
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Mobile App Access Clients and advisors can access communications via mobile applications. |
Native Symphony mobile apps provide access to all platform messaging channels for clients and advisors. | |
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Chatbot Support Automated chatbots provide responses and support for common queries. |
Symphony Bots and chat automation features (bots, AI assistants) are available; see community and marketplace bots. | |
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Document Sharing Allows for secure exchange of files and documents. |
Symphony supports secure file/document sharing as an embedded feature with encryption. | |
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Client Portal Self-service online portal for clients to access communication records. |
Symphony offers a client/advisor portal for secure access and tracking of communications. | |
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Push Notifications Supports push notifications to keep clients updated in real time. |
Push notifications are provided in native Symphony mobile and desktop apps. | |
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Multi-Channel History Tracks full history of communications across all channels in one timeline. |
Symphony records all communications and provides an audit history view across integrated channels. | |
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Fax Integration Enables electronic receipt and sending of faxes. |
No information available |
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End-to-End Encryption Ensures all communication is encrypted during transit and at rest. |
End-to-end encryption is core to Symphony's value proposition and certified by independent reviews. | |
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Audit Trail Complete logging of communications for transparency and compliance. |
Symphony's compliance features include complete, immutable message logging and audit trails. | |
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Access Controls Granular user permissions for accessing client data and messages. |
Provides granular admin/user access controls over chat rooms, files, bot use, etc. | |
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Data Retention Policies Automated management of data lifecycle in line with regulations. |
Can enforce configurable data retention rules and policies in line with regulatory standards. | |
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Two-Factor Authentication Adds a secondary authentication step for enhanced access security. |
Supports two-factor authentication (2FA) via authenticator apps or SMS, according to security documentation. | |
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Regulatory Compliance Certifications Meets key frameworks (e.g., FINRA, GDPR). |
Symphony is certified for major industry regulations (FINRA, GDPR, MiFID, etc. per trust center). | |
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Message Archiving Ability to archive all client communications for legal review. |
All communications can be archived and exported for compliance/legal review. | |
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Secure File Transfer Facilitates sending files using encrypted transfer technology. |
Symphony provides secure file and document transfer using encrypted channels. | |
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Single Sign-On (SSO) Enables unified login for users with enterprise credentials. |
SSO integration options are listed: SAML, OAuth, enterprise identity providers. |
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Automated Client Onboarding Speeds up and standardizes the process of bringing new clients onboard. |
Automated onboarding workflows provided through bot and integration features with CRMs. | |
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Template Messaging Provides reusable templates for common communications. |
Provides messaging and chat templates for repeated, standardized communication. | |
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Task Assignment Allows tasks triggered by client communications to be auto-assigned within teams. |
Bots and plug-ins allow for task assignment triggered by conversations/actions. | |
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Meeting Scheduler Automatically schedules meetings based on advisor/client availability. |
Meeting scheduling integrations (native and with Outlook/Google) automate invite/booking. | |
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Follow-up Reminders Automatically triggers reminders for client follow-ups and outstanding items. |
Automated chatbots and reminders for follow-ups and outstanding items, configurable per workflow. | |
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Document Request Automation Automates requests and reminders for needed documents. |
Can automate document requests and reminders using bots and workflow integrations. | |
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Custom Workflows Allows custom automation rules for various communication processes. |
Supports custom workflow creation through bots, API, and integrations. | |
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Bulk Messaging Sends communications in bulk to groups of clients as needed. |
Bulk/broadcast messaging available to distribution lists and group channels. | |
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Integrated Signature Collection Automates electronic signature requests in workflow processes. |
eSignature workflows available through integration with DocuSign and similar providers. |
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CRM Integration Directly links with popular Client Relationship Management platforms. |
Direct integrations and documented connectors for Salesforce, Microsoft Dynamics, and others. | |
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Calendar Integration Sync communications and appointments with calendar software. |
Calendar sync integrations for meeting, reminder, and communication scheduling. | |
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Document Management Integration Connects with leading document storage solutions. |
Supports integrations with Box, SharePoint, and other DMS for document management. | |
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Client Data Sync Real-time syncing of client profiles with third-party systems. |
Allows real-time sync and update of client data via connected CRMs and APIs. | |
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APIs for Custom Extensions Provides public or private APIs for custom feature extensions. |
Public and private APIs available for extensions; see developer documentation. | |
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Accounting System Integration Links to bookkeeping and accounting software. |
No information available | |
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eSignature Platform Integration Compatible with leading electronic signature tools. |
Compatible with DocuSign and Adobe Sign via connector for signature collection. | |
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Mail Merge Integration Supports personalized communications with data merge features. |
Mail merge functions supported via integrations/plugins. | |
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Third-Party Secure Storage Integration Ability to store or back up communications securely to external locations. |
Supports secure third-party archiving via connectors (e.g. Global Relay). |
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Custom Email Domains Allows customization of sender domains for branding. |
Supports custom email sender domains for business branding (see Symphony admin documentation). | |
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Personalizable Client Portals Client-facing portals can be branded and customized. |
Client and advisor portals are customizable for branding and tailored experience. | |
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Role-Based Views Different interfaces or dashboards for advisors, admins, and clients. |
Role-based dashboards and permissions for advisors, admins, clients are configurable. | |
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Conditional Logic in Workflows Use of conditional statements in automations. |
Supports conditional logic in workflows through bots, integrations, and admin settings. | |
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Scalable User Licensing Easy addition/removal of users as the organization grows. |
Licenses are managed in tiers and can be easily added/removed as needed. | |
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Localization Options Support for multiple languages and local regulations. |
Localization options and language/local regulatory compliance are available for global clients. | |
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Custom Branding of Notifications Ability to brand system notifications with company logos, color palettes, etc. |
Push notifications and messages can be custom branded with company logo/colors. | |
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API Rate Limits Maximum allowed API calls per hour. |
No information available |
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Real-Time Status Tracking Clients can monitor request/progress status updates in real time. |
Clients can view real-time message status, deliveries, and event updates. | |
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Advisor Availability Indicators Shows live status of advisor (available, offline, etc.). |
Shows advisor presence (online, away, etc.) in directory and chat rooms. | |
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Feedback and Rating Tools Allows clients to rate and provide feedback on service. |
Feedback collection tools and post-interaction satisfaction surveys are available via plugin/integrations. | |
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Multilingual Support Allows communications to be provided in multiple languages. |
Supports multiple languages for interface and messaging. | |
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24/7 Automated Support Chatbot or helpdesk support available around the clock. |
Chatbots and helpdesk integrations are available 24/7 with automated escalation. | |
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Proactive Client Alerts Automatically informs clients of important events or deadlines. |
Symphony can be configured to send proactive alerts and reminders to clients about deadlines and actions. | |
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Accessibility Features Supports accessible communication (screen readers, enlarged text, etc.). |
Accessibility features present in mobile/web apps: screen readers and configurable text sizes. | |
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Customizable Notification Preferences Clients set their preferred channel and frequency for updates. |
Clients set notification preferences by channel and frequency (email, SMS, push, etc.). |
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Response Time Tracking Measures the average time to respond to client inquiries. |
No information available | |
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Message Volume Analytics Tracks the number of messages sent/received. |
No information available | |
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SLA Compliance Reporting Reports on meeting Service Level Agreements for communications. |
SLA compliance tracking/reporting is available for regulated institutions. | |
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User Activity Dashboards Displays user participation in communications. |
User communication dashboards and analytics built into the admin interface. | |
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Error/Error Rate Tracking Monitors failed delivery or communication errors. |
No information available | |
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Automated Report Scheduling Automatic generation/distribution of reports. |
Automated report scheduling (daily, weekly) is offered for audits, compliance, and analytics. | |
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Downloadable Data Allows export of communication logs and reports for offline analysis. |
Data export (CSV, PDF) of communication logs and reports available to admins. |
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Mobile Push Alerts Notifies users via mobile apps. |
Mobile push alerts are delivered via Android/iOS Symphony apps. | |
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Fully Responsive Design Interfaces adapt cleanly to all device types and sizes. |
Web and mobile apps are fully responsive for all device sizes. | |
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Offline Message Drafting Allows composing communications offline to send later. |
Offline drafting for messages is supported in the desktop and mobile apps. | |
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Remote Access Security Includes additional protections when accessing remotely. |
Remote access session security measures well documented (IP allowlist, device controls, etc.). | |
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Multi-Device Sync Seamless data sync across desktop, tablet, and mobile. |
Data synced across devices (desktop, mobile) in real-time. |
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User-Friendly Interface Intuitive design for both advisors and clients. |
Interface is praised for its ease-of-use and clarity by user reviews. | |
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Onboarding Tutorials Built-in tutorials guide new users. |
Onboarding tutorials and walk-throughs available for new users. | |
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Contextual Help Widgets In-app help guides and tips. |
Context-sensitive help and support is integrated in apps. | |
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Multi-Tiered Support Different levels of support based on user expertise or role. |
Different support tiers for clients, admins, and super-users are documented. | |
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Localization Support for multiple languages and regional formats. |
Supports localization in multiple languages (English, French, German, etc.). | |
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Training Materials Comprehensive manuals, videos, and reference guides. |
Training materials are provided on the Symphony website and via customer support. | |
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Adoption Analytics Monitors usage rates and adoption trends. |
Adoption analytics and usage reports accessible by admins. |
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Uptime Guarantee The percentage of time the system is guaranteed to be operational. |
No information available | |
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Disaster Recovery Plans and systems for restoring service after major failure. |
Symphony maintains a tested cloud-based disaster recovery plan (trust center). | |
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Automated Backups Regular, automated backups of communication data. |
Automated backups of message and file data occur as part of compliance-by-default. | |
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Load Balancing Distributes incoming communications for optimal efficiency and reliability. |
Cloud-based service uses advanced load balancing for reliability (infrastructure documentation). | |
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System Health Monitoring Automated checks on availability and performance. |
Continuous automated system health and performance monitoring described in technical docs. | |
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Geo-Redundancy Uses multiple data centers in different regions for failover. |
Multiple regional data centers for geo-redundancy and failover covered by Symphony Trust Center. | |
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Scheduled Maintenance Notifications Notifies users in advance of planned downtimes. |
Users are notified in advance of scheduled downtimes through the notification system. |
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