Insights
Shaping the Future of Funds: Taskize at FundsCo 2025
Read the key trends shaping the future of funds
In the first of a new series of bite-size demo videos, we take a look at 2024’s upgraded integration between the Taskize and Symphony platforms.
In this one-minute overview, you’ll see how your firm can reduce ‘swivel chair’ time-loss going from one platform to another, by being able to now meet clients and partners in their system of choice.
As Brad Levy, CEO of Symphony says of this integration, “We can solve some things alone slowly… or A LOT together quickly. Psyched we are moving with the latter!”