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ABOUT SYMPRO

Complete Treasury Management and Debt Solutions

Serving more than 400 clients nationwide, managing investment, debt and cash portfolios from 25 million to several billion dollars.

Complete Investment and Debt Solutions

For over 35 years, SymPro has provided integrated solutions for the public sector to automate and simplify core investment, debt and cash accounting operations.

Our modular products, which can be customized for your needs, often replace internal and legacy systems to increase reliability in financial reporting, improve workflow, reduce manual effort and increase accuracy.

SymPro's Mission:

SymPro empowers public sector organizations with innovative software that automates and streamlines the accounting, performance tracking, compliance, and financial reporting of investment, debt, and cash portfolios.

A History of Innovation and Service: SymPro's Lasting Influence

SymPro’s story began in 1985, driven by a group of public sector financial experts in the SF Bay Area. These experts envisioned a more efficient and accurate way for public agencies to manage fixed-income portfolios. Their solution? SymPro, a software solution that would revolutionize the industry.

Fast forward to 2007, SymPro’s impact grew even stronger with its acquisition by Emphasys from JP Morgan Chase & Co., uniting two leaders in financial management solutions. The following year, the acquisition of the desktop product from Evare, LLC further solidified SymPro’s position as a comprehensive provider of investment management tools.

SymPro’s commitment to continuous improvement led to the expansion of its product offerings, including Debt and Cash Management, to better serve its clients’ evolving needs. SymPro’s flagship product, Investment Management Software, has become the industry standard for investment reporting and management, trusted by hundreds of state, county, and city governments and municipal infrastructure agencies across the United States.

Today, SymPro remains a recognized leader in treasury management. Backed by a rich history of public sector expertise and unwavering customer service, SymPro’s solutions continue to empower organizations to confidently make informed financial decisions.

Peace of Mind, Unparalleled Performance: Choose SymPro

More than software, SymPro is your stable partner for success. Backed by Emphasys Software, a wholly-owned subsidiary of publicly traded global leader Constellation Software Inc. Emphasys seeks to serve and support the operators of SymPro by offering continuity, community and capital. Emphasys invests in people and technology for the long haul and never divests its businesses, ever.

Choose SymPro and experience the difference. Partner with a company that puts your success at its core, ensuring you have the tools and resources to achieve your business goals.

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