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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Tenant File serves as a comprehensive software platform tailored for property management, encompassing accounting, tenant and lease management, alongside building maintenance functionalities. Geared towards managers of various property types—including condominiums, residential units, commercial spaces, retail establishments, and self-storage facilities—Tenant File includes an array of tools such as a general ledger, accounts payable, transaction tracking, automatic posting capabilities, a reminder system, database upkeep, and support for multiple bank accounts, among other features. This multifaceted approach ensures that property managers can efficiently oversee their operations while maintaining accurate records and facilitating easier communication.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Office 2021 Yes 
Sage 300 Yes 

Integrations

Microsoft Office 2021 No 
Sage 300 No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$269.95/one-time
New product purchass provides 2 months of free phone support
Free Trial Yes 
Free Version Yes 

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

SYNDi

Country

Canada

Website

syndi.ca/investment-ledger/

Vendor Details

Company Name

W G Software

Founded

1994

Country

United States

Website

www.tenantfile.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

Real Estate Property Management

Billing & Invoicing No 
Commercial Properties Yes 
Contact Management No 
Credit Check No 
Expense Management No 
Insurance Management No 
Landlord Database No 
Late Fee Calculation Yes 
Lease Management No 
Maintenance Management No 
Owner Portal No 
Payment Processing Yes 
Portfolio Management No 
Rent Tracking Yes 
Residential Properties Yes 
Tax Management No 
Tenant Database Yes 
Tenant Portal No 
Vacancy Tracking Yes 
Website Management No 

Rental Property Management

Credit Check No 
Expense Management No 
Online Payments Yes 
Owner Portal Yes 
Tax Management No 
Tenant Management Yes 
Tenant Portal No 
Tenant Screening No 
Vacancy Tracking Yes 
Website Management No 

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