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ease
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design
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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

Ledger reintroduces ease to software by creating a cohesive environment where your team can collaborate effortlessly in a spacious and intuitive workspace, ensuring that everyone remains aligned and productive. Relying on multiple applications to handle conversations in one area and tasks in another can be counterproductive. With Ledger, you can tap into your productivity potential, empowering your team to tackle projects and collaborate more effectively with its user-friendly drag-and-drop interface. Each stream features a specific tab dedicated to tasks, providing clear visibility into deadlines, completed assignments, and individuals who may require a gentle reminder. Additionally, you can assign tasks to external guests without incurring any costs, making collaboration even more seamless. This way, when there’s a need to modify a meeting schedule, distribute a new conference link, or provide additional comments or files, the process becomes streamlined rather than a repetitive cycle of communication. It’s a refreshing approach to team management that fosters efficiency and clarity.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Calendly Yes 
Dropbox Yes 
Google Drive Yes 
Microsoft Office 2021 No 
Notion Yes 
Sage 300 No 
Slack Yes 
Zoom Yes 

Integrations

Calendly No 
Dropbox No 
Google Drive No 
Microsoft Office 2021 Yes 
Notion No 
Sage 300 Yes 
Slack No 
Zoom No 

Pricing Details

$7/month (paid annually)
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Ledger

Founded

2022

Country

United States

Website

www.ledgerteams.com

Vendor Details

Company Name

SYNDi

Country

Canada

Website

syndi.ca/investment-ledger/

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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