Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
SoftLedger allows organizations to operate more efficiently.
Our cloud-native platform for business management and APIs allows organizations to connect their operations with financials. This includes a full-featured general ledger, accounts receivable and accounts payable, inventory management and crypto asset management.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Lob
No
Microsoft Office 2021
Yes
Plaid
No
Sage 300
Yes
Stripe
No
Integrations
Lob
Yes
Microsoft Office 2021
No
Plaid
Yes
Sage 300
No
Stripe
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$749.00/mo (annual plan)
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SYNDi
Country
Canada
Website
syndi.ca/investment-ledger/
Vendor Details
Company Name
SoftLedger
Founded
2016
Country
United States
Website
www.softledger.com
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
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
Yes
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
Yes
General Ledger
Yes
Government
Yes
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
Yes
Crypto Tax
Automated Data Import
Yes
Exchange Integration
Yes
Export Transactions
Yes
Historical Prices
Yes
Income Overview
Yes
Margin & Futures Support
Yes
Profit & Loss / Cap Gains
Yes
Staking / Lending / DeFi Support
Yes
Tax Form Generation
No
Tax Loss Harvesting
No
Wallet Integration
No
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No