Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

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 

Screenshots View All

Screenshots View All

Integrations

Microsoft Office 2021 Yes 
QuickBooks Online No 
Sage 300 Yes 

Integrations

Microsoft Office 2021 No 
QuickBooks Online Yes 
Sage 300 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)
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 

Alternatives

Broadridge Investment Accounting Reviews

Broadridge Investment Accounting

Broadridge Financial Solutions

Alternatives

Office Timesheets Reviews

Office Timesheets

Lookout Software
Total Return Reviews

Total Return

SS&C Technologies
TEDI Reviews

TEDI

Jovaco Solutions
The Archway Platform Reviews

The Archway Platform

SEI Family Office Services
TimeConsultant Reviews

TimeConsultant

Qualitech Solutions