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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

Manage sales records and monitor un-deposited funds effortlessly with a solution designed for small to medium-sized enterprises transitioning from traditional paper or cash register systems. This software allows you to efficiently oversee your inventory, enabling you to pinpoint both slow and fast-moving items as well as those that are least and most profitable, ensuring that stock levels remain optimal. It features a General Ledger, Accounts Receivable, Accounts Payable, and Bank Reconciliation, simplifying financial management. RetailMagic significantly reduces paperwork handling by over 85%, streamlining your operations. Regardless of the module in use, clients can easily convert to a Host Lane for just $10, with additional lanes available for the same price. For businesses needing only Point-of-Sale functionality, the LITE version is a great starting point, and as you become familiar with its features, you can upgrade to the PRO version to incorporate inventory control into your offerings. Once you feel confident in using either LITE or PRO, you can seamlessly add the ACCOUNTING module to enhance your financial oversight. Our dedicated support team will assist you throughout your journey, ensuring a smooth transition and optimal usage of the system.

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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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

Schieck Financial Software

Country

Canada

Website

www.retailmagicpos.ca

Vendor Details

Company Name

SYNDi

Country

Canada

Website

syndi.ca/investment-ledger/

Product Features

Point of Sale

Barcode Scanning Yes 
Commission Management No 
Cryptocurrency Support No 
Customer Account Profiles No 
Discount Management No 
Electronic Signature Yes 
Gift Card Management No 
Loyalty Program No 
Multi-Location No 
Restaurant POS No 
Retail POS Yes 
Returns Management No 
eCommerce Integration No 

Retail Management

CRM No 
Commission Management No 
Email Marketing Yes 
Employee Management No 
Loyalty Program No 
Mail Order No 
Merchandise Management Yes 
Multi-Location No 
Order Management No 
Purchase Order Management No 
Reporting/Analytics Yes 
Returns Management No 
eCommerce 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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