Business Details
41 Years
experience
Trusted Municipal Finance Software Solutions
SymPro Treasury Solutions has been a trusted leader in municipal finance technology for over 35 years. Founded in 1985 by public sector financial experts, our mission is to empower government entities with innovative software that automates and streamlines investment, debt, and cash portfolio management. Our modular solutions, designed specifically for the public sector, replace outdated legacy systems to enhance financial reporting accuracy, improve workflow efficiency, and ensure compliance with standards like GASB 31, 40, and 72. With over 400 clients nationwide managing portfolios from $25 million to billions, we provide standardized reporting, secure multi-user access, and time-saving automation through integrated systems. Backed by Emphasys Softwarea subsidiary of Constellation Software Inc.we combine decades of industry expertise with continuous technological innovation.Our team of seasoned professionals, with an average tenure of over 10 years, delivers personalized support and training to ensure seamless implementation and long-term success. Clients consistently praise our reliable software, exceptional customer service, and ability to simplify complex financial processes. From investment analytics to debt management and cash flow forecasting, SymPro remains the gold standard in public sector treasury solutions. Choose SymPro for unparalleled expertise, proven reliability, and a partnership committed to your organization's financial excellence.
Services
Investment Management
Debt Management
Cash Management
Treasury Software
Portfolio Reporting
Details
- Year established: 1985
Highlights and features
- Over 35 years of specialized expertise in public sector finance technology
- 400+ clients nationwide managing portfolios from $25 million to billions
- Automated systems for investment, debt, and cash management with GASB compliance
- Secure multi-user access with role-based control features
- Award-winning customer support included with every subscription
Associations and certifications
- SOC 2 Type II
What people say
Very reliable
Excellent customer service
Simplified processes
Accurate reporting
Superior support
Services
Investment Management
SymPro's Investment Management Software provides complete portfolio accounting, performance tracking, and compliance reporting for public sector entities. The solution automates journal entries, imports custodial data, and generates over 50 standard reports including total return analysis and GASB disclosures. Designed for government treasuries managing fixed-income portfolios, it offers analytics modules for complex portfolio stress testing and benchmarking.
Debt Management
Our Debt Management system creates centralized libraries for outstanding obligations with automated debt service schedules and CAFR reporting. The platform tracks call structures, sinking funds, and redemption terms while interfacing with general ledger systems for issuance and redemption transactions. Users gain enterprise-level visibility into debt portfolios and integrate cash flow data for liquidity management.
Cash Management
SymPro's Cash Management solution automates daily cash position monitoring through bank integrations and AI-driven forecasting. The SOC II-compliant platform provides real-time visibility into cash flows, investment balances, and debt transactions. Features include Microsoft single sign-on security, rapid implementation timelines, and seamless integration with investment and debt management modules for comprehensive treasury oversight.
Questions
What municipal finance solutions do you offer?
We provide investment management, debt management, and cash management software specifically designed for public sector entities.
Are your solutions GASB-compliant?
Yes, our investment management software meets GASB 31, 40, and 72 compliance requirements for government reporting.
How long does implementation take?
Our cash management solution can be implemented in weeks, while other modules typically require 3-6 months depending on complexity.
Do you offer customer support?
Yes, we provide free support with every subscription, including implementation assistance and ongoing technical guidance.
Can your software integrate with existing systems?
Our solutions interface with major banks, accounting systems, and legacy platforms for seamless data transfer.
