T-Cloud Investment Demo

ON-DEMAND DEMO

See How Public Sector Finance Teams Replace Spreadsheets With T-Cloud

A complete walkthrough of SymPro T-Cloud Investment Management Software. Watch how organizations managing portfolios from $100M to $15B+ automate compliance, eliminate manual data entry, and gain real-time portfolio visibility.

CHALLENGE 1:

Compliance risk compounds every month when
reports rely on manual formulas and data entry with no reliable audit trail.

CHALLENGE 2:

Most of your team’s time goes to inputting data rather than analyzing it or improving yield strategy.

CHALLENGE 3:

Leadership can’t get an accurate picture of the portfolio without navigating multiple spreadsheets and disconnected reports.

WHAT’S COVERED IN THE DEMO

A real product walkthrough, not a slide deck

You’ll see the actual T-Cloud Investment interface and how it handles the tasks your team manages every day. Presented by Peter Bakonyvari, General Manager, with 20+ years of public sector finance experience.

1

Configurable Portfolio Dashboard

See how T-Cloud Investment visualizes your entire portfolio in one place. Customizable widgets show positions, ratings, projected cash flows, top holdings, and benchmark comparisons at a glance.

2

Portfolio vs. Policy Compliance

Real-time compliance tracking shows where you stand against your investment policy. Out-of-policy positions are flagged immediately so nothing is missed before month-end.

3

Custodial Download and Automation

T-Cloud Investment pulls position data directly from your custodians, eliminating the manual work of importing and reconciling transactions. Benchmark rates are updated automatically.

4

GASB 31, 40 and 72 Reporting

40 standard audit-ready reports are built in, including all required GASB reports. Export any report as PDF, Excel, or Word.

5

General Ledger Interface

Automated journal entry creation with a configurable rules table by fund, asset class, or department. Entries are formatted for your ERP and delivered via secure FTP, ready to import.

6

Earnings Allocation for Investment Pools

If you run an internal investment pool, T-Cloud Investment tracks participant balances and allocates interest earnings, gains, losses, and amortization automatically.

WHO THIS IS FOR

Purpose-built for public sector finance

SymPro has served public sector finance teams exclusively for over 35 years. T-Cloud Investment is built around the workflows, compliance requirements, and reporting obligations specific to government and public organizations.

Treasury and Cash Management Professionals

Responsible for daily portfolio decisions, compliance tracking, and custodian relationships.

CFOs and Finance Directors

Needing accurate, real-time visibility into portfolio performance without depending on manually assembled reports.

Investment and Portfolio Analysts

Spending too much time maintaining spreadsheets and not enough time on strategy and yield analysis.

TRUSTED BY PUBLIC SECTOR ORGANIZATIONS NATIONWIDE –

WHY ORGANIZATIONS TRUST SYMPRO

FULL PRODUCT WALKTHROUGH

T-Cloud Investment in action

A complete look at the actual product, presented by someone who has spent 20+ years on the finance team side of these workflows.

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A complete look at the actual product, presented by someone who has spent 20+ years on the finance team side of these workflows.