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
We are at the forefront of transforming the global financial landscape through digital innovation. In these challenging times, it is essential to adopt a fresh perspective that fosters genuine advancements. Are you seeking to address the shortcomings of your existing transaction system? Our solution is both quick and effective, tailored to fulfill your requirements. V3 VMETRIX empowers your organization to assess and quantify the potential risks of financial asset losses stemming from unfavorable market price fluctuations. Its contemporary design simplifies the analysis of historical market data, helping to pinpoint risks that are relevant to a variety of assets or specific instruments, thereby equipping users with the necessary tools and insights for enhanced decision-making. We offer solutions that tackle your challenges head-on, ensuring rapid integration and optimal resource use while keeping implementation costs low. Through our unique data structure approach, we provide comprehensive business visibility, paving the way for improved decision-making and strategic planning. By leveraging our expertise, your organization can navigate the complexities of the financial market with confidence.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Office 2021
No
Sage 300
No
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
Yes
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)
Yes
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
Yes
Vendor Details
Company Name
SYNDi
Country
Canada
Website
syndi.ca/investment-ledger/
Vendor Details
Company Name
VMETRIX
Founded
2014
Country
Chile
Website
www.vmetrix.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
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
Yes
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes