Investment Management Software

Clarity You
Can Trust

Instantly access portfolio data and compliance reports, so you can make informed investment decisions with confidence.

T-Cloud dashboard

Treasurer

Before T-Cloud Investment:

Time-consuming manual tracking

Difficult to get real-time portfolio insights

With T-Cloud Investment:

Custom dashboards provide instant, up-to-date overviews

Automated workflows reduce manual effort

Accountant

Challenges:

Complex reconciliations

Tedious earnings allocation

How T-Cloud Helps:

Automated reconciliation and earnings allocation

Ad hoc reporting for audit and compliance

Finance Director

Challenges:

Limited visibility into investment performance

Need for transparency and compliance

How T-Cloud Helps:

Executive dashboards with key metrics

Easy-to-generate reports for board and public meetings

Designed to meet the investment management challenges of today’s Public Sector Treasury Managers, the SymPro Investment Solution provides complete investment portfolio accounting, reporting and analysis, all while being GASB 31, 40 & 72 compliant.

Up-to-Date Insights

Instantly access up-to-date portfolio data and compliance reports.

Automated Workflows

Eliminate tedious manual tasks with seamless, automated processes.

Cloud-Based Flexibility

Secure, anytime-anywhere access for your entire team.

Public Sector Focus

Our expert team understands the unique challenges of public sector finance, offering support at every stage to improve efficiency, transparency, and peace of mind.

Built for Public Sector. Not Private.

Purpose-built for public sector finance teams, T-Cloud delivers clarity, control, and compliance in a single, secure platform.

Common Industry Problems

  • Expensive, over-featured solutions
  • No earnings allocation capability
  • Limited data control & customization
  • Weeks-long delays for data entry
  • Weak support & one-person operations

How SymPro Solves It

  • Purpose-built for public sector needs only
  • Full earnings allocation included
  • Complete control over data fields and reports
  • Custom GL interface files, immediate processing
  • Dedicated public sector support team

Expand Your Capabilities with SymPro Modules

SymPro’s investment management platform is designed to grow with you. Discover our suite of integrated modules—each built to streamline workflows, enhance reporting, and give you deeper control over your investment data.

Explore all modules to see how you can customize SymPro for your organization’s needs.

Fixed Income

General Ledger Interface

Earnings Allocation

And More...

Superior Support Team

Our experienced, U.S.-based support team is dedicated to your success from day one. We guide you through onboarding, provide comprehensive training, and deliver ongoing assistance whenever you need it. With seamless data migration and hands-on help, our trusted team ensures a smooth transition to T-Cloud and continued confidence in your investment management operations.

customer support

SOC 2 Type 2 Compliance

Data Security You Can Trust

T-Cloud is fully SOC 2 Type 2 compliant, ensuring your organization’s sensitive financial data is protected by industry-leading security standards. Our commitment to rigorous data handling, privacy, and operational controls means you can confidently manage your investments knowing your information is safeguarded at every step. This level of compliance is especially critical for public sector entities that demand the highest levels of trust and accountability.

Ready to Experience T-Cloud?

See how T-Cloud can transform your investment management and reporting processes. Request a personalized demo today and discover why public sector finance teams trust SymPro for clarity, compliance, and control.