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
TimeLedger is a comprehensive and customizable solution for tracking time and expenses, specifically crafted to offer businesses of various sizes immediate insights into their expenditures and employee projects. Developed by Equative, it streamlines the management of timesheet and expense approvals, guarantees precise generation of invoices and reports, and enhances profitability by delivering timely information on return on investment (ROI). Among its standout features are the ability to create custom reports, utilize adaptable terminology, oversee timesheet and expense approvals, and set unlimited alerts, among others. With these capabilities, TimeLedger not only simplifies financial oversight but also empowers businesses to make informed decisions more efficiently.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$7.31/year/user
Offers monthly, quarterly, annual, and two-year payment plans.
Pay Monthly - $9.50 per 1 month
Pay Quarterly - $25.65 for every 3 months ($8.55 per user, per month)
Pay Yearly - $87.78 for every 12 months ($7.32 per user, per month)
Pay every 2 Years - $152.76 for every 24 months ($6.37 per user, per month)
Pay Monthly - $9.50 per 1 month
Pay Quarterly - $25.65 for every 3 months ($8.55 per user, per month)
Pay Yearly - $87.78 for every 12 months ($7.32 per user, per month)
Pay every 2 Years - $152.76 for every 24 months ($6.37 per user, per month)
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
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
Equative
Founded
1996
Country
United States
Website
www.timeledger.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
Time and Expense
Activity Tracking
Yes
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
No
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
Yes
Time Tracking by Client
Yes
Time Tracking by Project
Yes