Symphony Automation Platform

Simplify Complexity. Automate Intelligently.

Govern with confidence.

Purpose-built enterprise platforms for mutual fund companies, financial institutions, corporates, and logistics businesses — combining compliance, treasury, cash operations, reconciliations, and workflow automation into one intelligent ecosystem.

Financial Institutions
PIT Compliance Cash & Trade Automation Bank Automation
Corporate Enterprises
Cash & Liquidity Automation eBRC Automation Bank Automation
Freight & Logistics
Freight Forwarding ERP Customer Portal Mobile App
30+
Enterprises served across India
60-80%
Reduction in manual effort
25+
ERP, Banking & ecosystems integrations
10k+
Active Enterprise Users on Symphony Platform
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Symphony PIT Compliance Symphony Cash & Liquidity Automation eBRC Export Compliance Freight Forwarding ERP SEBI & FEMA Ready Multi-Bank Connectivity

Built for operations where errors are expensive

Teravista develops intelligent enterprise platforms that help organizations manage regulatory complexity, automate critical workflows, and improve operational visibility.

From compliance and treasury to logistics operations and reconciliations, we help businesses reduce risk while increasing speed and control.

Why Teravista?

Critical operations deserve intelligent
execution.

Teravista helps organizations run complex business processes with accuracy, automation, and complete operational confidence.

01
Domain Expertise
Deep knowledge across financial operations, regulatory workflows, treasury processes, and logistics operations.
02
Team With Shared History
Built by a team with 20+ years of industry experience and a long history of delivering mission-critical enterprise solutions.
03
Customer Service First
Exceptional responsiveness and account ownership. We treat your business process & compliance challenges as our own — always.
04
Proven at Scale
30+ clients including top mutual fund companies, merchant banks, investment banks and large corporates — live in production.
05
Audit-Ready by Design
Every action is traceable, every decision is logged, and every report is defensible — giving you confidence during audits and inspections.
06
Built to Scale
Architecture and workflows that adapt to growing regulatory and operational complexity — locally or across international markets.
Where We Operate

A Fresh, Unified Approach
Where Complexity Meets Control

In industries where money moves fast, regulations are strict, and operations are complex — disconnected systems create risk, inefficiency, and blind spots.

Financial Institutions
Financial Institutions

When managing millions of transactions, regulatory scrutiny, and investor trust — there is no room for error.

  • Enforce insider trading compliance (PIT)
  • Maintain a Regulator driven Structured Digital Database (SDD)
  • Automate cash and trade workflows
  • Ensure accurate reconciliation at scale
Mutual Fund Companies · Banks · NBFCs · PMS · Merchant Banking
Corporate Enterprises
Corporate Enterprises

The challenge is not lack of data — it's lack of control and visibility across financial operations.

  • Cash & liquidity visibility across portfolios &accounts
  • Real time Intraday & Projected Cash Flows for accurate deployments
  • Upstream and downstream System & platform integrations
  • Employee trading compliance enforcement
  • Export realisation & eBRC compliance automation
  • Accurate reconciliation across systems
Finance · Compliance · Export · Governance
Freight Forwarding
Freight Forwarding & Logistics

Operations are dynamic, fragmented, and time-sensitive. We transform chaos into structured systems.

  • Digitize end-to-end shipment workflows
  • Enable real-time tracking and rate management
  • Ensure financial accuracy and audit readiness
Turning operational chaos into scalable systems
Symphony - Multiple Critical Functions.
Cash is visible
Transactions are reconciled
Compliance is enforced
Operations are connected
Automated System Integrations
Our Products

The Symphony
Platform

Purpose-built modules for mission-critical enterprise operations.

Governance, Risk & Compliance
2 Modules
Product 01

Symphony — Prohibition of Insider Trading (PIT)

India's leading & most trusted compliance platform for managing Prohibition of Insider Trading (PIT) & Structured Digital Database (SDD). Automates pre-clearance of trades, Secured UPSI Register, SDD maintenance, contra-trade monitoring, and regulatory reporting — ensuring zero-breach adherence to SEBI's PIT Regulations, 2015.

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Symphony ERM Solution
Product 06

Symphony — Enterprise Risk Management Solution

A structured, role-based platform that embeds risk culture across the organisation — from risk register creation and control mapping to incident logging, RCSA assessments, and board-level heatmaps. Configurable Maker–Checker–Reviewer workflows, multi-company architecture, and historical risk score trends make ERMS the complete governance platform for AMCs, banks, and corporates.

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Financial Operations
3 Modules
Teravista.io
Product 02

Symphony — Cashflow & Trade Automation

Purpose-built for Mutual Fund AMCs — automates data integration with all Front Office Systems, exchanges, trade settlements for Equity, Fixed Income, F&O, Commodity, Foreign Equity etc & reconciliation, cashflow reporting, Fund house level Liquidity management and banking transactions across multiple custodians, fund accountant, banks, settlement platforms and systems.

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Product 03

Symphony — Cash & Liquidity Automation

Enterprise solution for the Office of the CFO — consolidating cash visibility, automating banking operations, and enabling real-time liquidity decisions across banks, entities, and investment portfolios.

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Symphony Cash Liquidity
Symphony Bank Automation
Product 06

Symphony — Bank Statement Automation

Automated multi-bank consolidation, bank advice matching, and ERP-ready daily posting. Your treasury team starts each morning with transactions already matched and ready to post — before anyone logs in. Proven live with 15+ banks, 100+ accounts, 0 manual logins daily.

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Trade Finance
1 Module
Symphony eBRC
Product 04

Symphony — eBRC Compliance Automation

Export compliance platform for the Office of the CFO — automating scheduled DGFT eBRC downloads, reconciling realisation against SAP invoices, tagging eBRC PDFs to invoice records, and appending freight and insurance details from your ERP feed. Audit-ready export documentation, without manual intervention.

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Logistics Operations
1 Module
Product 05

Symphony — Freight Forwarding Automation

End-to-end digital platform for freight forwarders — unifying Booking, Documentation, Operations, Finance, and Overseas Settlement, Customer Platform into a single, workflow-driven system.

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Symphony Freight
Our Specializations

Where we go deep.

01.
Regulatory Compliance Automation
Automate critical compliance workflows, enable structured data capture, and maintain auditable trails across processes, reducing manual dependency and compliance risk.
02.
Cashflow & Liquidity Automation
Gain real-time visibility into cash positions, optimise liquidity, and strengthen financial control across multiple banks and accounts.
03.
Reconciliations & Process Automation
Automate data ingestion, rule-based matching, exception handling, and audit trails — reducing manual effort while improving accuracy and financial control.
Our Services

Everything You Need to
Go Live & Stay Ahead

Services designed to ensure successful implementation, seamless integration, and continuous value from Teravista platforms.

01
Implementation & Onboarding
A smooth transition from legacy systems with structured onboarding, configuration, and go-live support.
02
System Configuration & Workflow Design
Workflows configured to your business processes, regulatory requirements, and internal hierarchies.
03
Integration Services
Seamless integration with ERPs, banking systems, depositories, GST systems, and third-party APIs.
04
Data Migration & Reconciliation Setup
Secure migration of historical data and automated reconciliation frameworks for continuity and accuracy.
05
Training & Change Management
Role-based training and guided adoption to ensure your teams fully leverage the platform from day one.
06
Ongoing Support & Product Evolution
Dedicated support, regular updates, and continuous enhancements to keep you aligned with changes.
07
Advisory for Cash Management, Compliance & Liquidity Process Optimization — Your Hidden Advantage
Leverage our domain expertise to refine workflows, strengthen controls, and improve operational efficiency.
10k+
Active User Base
20+
Years Domain Expertise
99%
Client Retention
6
Symphony Products
30+ Clients & Growing

Trusted by India's
leading institutions.

16
Mutual Funds
6
PMS
1
Merchant Banks
1
Stock Brokers
3
Corp. & Fin. Inter.
1
Bank
1
Freight Forwarder
Our Mission
Simplify complexity. Automate intelligently. Govern confidently.
We build intelligent platforms that reduce manual effort, strengthen governance, and provide complete operational visibility.
Our Vision
To become the most trusted platform for intelligent enterprise operations.
Helping businesses run critical processes with accuracy, automation, and complete confidence.
Our Promise
We Stay with You
Beyond go-live. Regulatory requirements evolve, business needs shift, and your platform should evolve with you — with proactive support, continuous enhancements, and domain expertise.
Let's Build the Future Together

Ready to modernize
critical operations?

See how Teravista can automate workflows, improve visibility, and reduce operational risk.

connect@teravista.io
206, Wellington Park II, Marol, Andheri East, Mumbai, India - 400 059
Contact Us
 

Let's Build the Future Together

Redefining solutions landscape