Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Microsoft Office 2021
No
Sage 300
No
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