VETTED BY CLIENTS NATIONWIDE

Don't Just Take Our Word For It

...compile data exactly how we need it

"Sympro's reporting makes managing investments a breeze. We can easily see our overall performance and compile data exactly how we need it."

Ramsey County, MN

"It saved us a lot of time and effort..."

“SymPro greatly simplified the processes we use to account for and report on our investments. It saved us a lot of time and effort and improved our accuracy.”

Forsyth County, NC

...get our cash position first thing

“The Cash Management Software has automated our process to get our cash position first thing in the morning.”

Whatcom County Treasurer’s Office

Support & Functionality

"I wish that all of the products that the county uses had the same level of support and functionality as SymPro."

Walla Walla County Treasurer

Reliable with Great Customer Service

"The product is very reliable and the customer service is excellent!"

Snohomish County

"SymPro really gets what local government needs"

"You know, I've been using SymPro since 2002, and I got to say, they've done a great job. What I really love about SymPro is their customer service. Carlton and Stacy have been there forever, and that longevity means a lot to me. When I have a problem, like that time I couldn't run my month-end report before vacation, they get back to me right away and help me out. The software just works - it's never down when I need it.

I love being able to download reports into Excel. It saves us a huge amount of time, especially for things like our mark-to-market reconciliation. And when I don't want Excel, SymPro puts out very pretty reports that are perfect for posting on our website or sharing with the oversight board.

SymPro really gets what local government needs. Their reports comply with reporting requirements, which makes my job a lot easier. Plus, they're always at the conferences, supporting local government. To me, that counts for a lot. SymPro works so well, and their customer service is so good; it's really been the perfect fit for us all these years."

Jane Alderman

Thousand Oaks, CA

“SymPro is a great tool for reporting our investments to the Governing Board, auditors or senior management. Depending on who you are sending the reports to, it can provide exactly the level of detail you need. Plus, SymPro’s team understands the public sector and our requirements. Speaking the same language and understanding what is needed is a huge asset.”

South Florida Water Mgmt District

Lucie Weinberg

Our county has been with SymPro since 2007. The system is reliable and trustworthy. The report set for Portfolio Management allows our team to adhere to Government Reporting Standards. In addition, it provides security to the portfolio’s record-keeping, allowing for accurate distribution of interest through the interest apportionment process to the pool participants.

El Dorado County, CA

Julia Tate