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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Optimize your workshop operations to prioritize customer satisfaction, as Autosoft efficiently manages all daily tasks related to workshop administration. It streamlines everything from appointment scheduling to job completion and invoicing, keeping you firmly in charge. With its advanced yet user-friendly parts inventory management, you can guarantee that the necessary parts are always available, thus maximizing your profit margins. Take charge of your workshop and make the most of every chance with easy-to-use communication tools for clients, whether it's sending service reminders or conducting follow-up checks; Autosoft simplifies these processes. Additionally, Autosoft caters to your bookkeeping needs, offering both basic and complex financial reporting options, allowing you to tailor its functionality to your requirements. Its comprehensive system includes banking, management of debtors and creditors, a full general ledger, and payroll, ensuring that every aspect of your business is seamlessly integrated and effortlessly managed. This means you can devote more energy to enhancing customer experiences and growing your business.

Description

Investment management software must effectively manage a wide array of investments, such as stocks, mutual funds, and more. In this discussion, we will outline the key features to consider when selecting the investment management software that best suits your needs. SYNDi Investment Ledger provides a robust solution for managing the buying and selling of various financial instruments, including stocks, bonds, short-term notes, and fixed deposits within an investment portfolio. When tracking investment history in a general ledger, it is common to create a G/L account for each security, often extending to partner-level sub-accounts for detailed tracking, which can lead to an overwhelming chart of accounts. SYNDi Investment Ledger addresses this challenge by recording individual transactions while only requiring a straightforward journal entry to the General Ledger. This innovative approach allows users to establish just one or two asset accounts for their investments while keeping all historical data organized within the sub-ledger. Ultimately, this streamlining leads to enhanced efficiency and better management of your investment records.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AutoSweet
Dealer-FX
Edge
Microsoft Office 2021
Sage 300
Xtime

Integrations

AutoSweet
Dealer-FX
Edge
Microsoft Office 2021
Sage 300
Xtime

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Autosoft

Founded

1985

Country

Italy

Website

www.autosoft.com.au

Vendor Details

Company Name

SYNDi

Country

Canada

Website

syndi.ca/investment-ledger/

Product Features

Auto Repair

Billing & Invoicing
CRM
Digital Vehicle Inspections (DVI)
Inventory Management
Labor Rates
Maintenance Scheduling
Parts Management
Quotes / Estimates
Service History
VIN Lookup
Vehicle Tracking
Work Order Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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