Synergy Cloud is primarily designed to meet the stringest security and compliance requirements for finance, law, and consulting firms. This includes:

  • A comprehensive model of user & group roles and permissions to protect your information.
  • Content lifecycle management with file retention and disposition policies
  • Advanced audit logs and reports
  • Complaince with industry regulations, including FINRA, SEC, SOX, GDPR, and many more

Synergy Cloud is limited to a select number of partners at the moment and the complete Admin Guide is only available to those partners.

If you are interested in learning more, please reach out using the chat functionality or by email: