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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

This year marks the celebration of our 23rd anniversary, a journey that began with a single individual and a clear vision to integrate map-based data with internet technologies. Over the years, we have successfully created a range of innovative solutions, such as FacilitiesMap and MobileMMS, transforming how our clients engage with their assets and access information. Our mission at Websoft Developers revolves around improving communication and streamlining the flow of information through cutting-edge technology. We offer specialized consulting services tailored to various applications and individual requirements. It's essential to have your work order details readily available in the field, ensuring you have all necessary supporting information at your fingertips. Being aware of your next destination while efficiently managing your tasks is crucial, allowing you to finalize your work orders immediately upon completion rather than waiting until you're back in the office. We believe in the importance of gathering only the information necessary for your work, while also ensuring that these solutions are affordable and accessible to all. Ultimately, our commitment is to empower our clients with the tools they need to achieve their objectives effectively.

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

Microsoft Office 2021 No 
Sage 300 No 

Integrations

Microsoft Office 2021 Yes 
Sage 300 Yes 

Pricing Details

No price information available.
Free Trial No 
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 No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Websoft Developers

Country

United States

Website

www.websoftdev.com

Vendor Details

Company Name

SYNDi

Country

Canada

Website

syndi.ca/investment-ledger/

Product Features

CMMS

Asset Tracking Yes 
Calibration Management No 
Inventory Control No 
Key & Lock Management No 
Mobile Access Yes 
Preventive Maintenance No 
Purchasing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management Yes 

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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