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
Your citizens will appreciate the convenience. Access to one-stop shopping and a positive customer service experience are top priorities. We understand how you respond to customer demand and how you need to standardize your revenue management. Our iNovah enterprise revenue management software was created with government in mind. It covers everything from payment acceptance and processing to balancing and deposits to updating the general ledger. Our customized solutions simplify the operations of your finance, IT and revenue departments from start-to-finish. Financial management has never been simpler. Powered by iNovah’s endless integration capabilities, we empower your team to reach its full potential. All your receivables and payments can be managed from one central location. iNovah consolidates revenue streams and payment channels across the enterprise. iNovah is your hub for revenue activity and you will spend less time on reconciliations and manual updating general ledger accounts.
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
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
SYNDi
Country
Canada
Website
syndi.ca/investment-ledger/
Vendor Details
Company Name
System Innovators
Founded
1980
Country
United States
Website
www.systeminnovators.com/solutions/overview/
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
Government
Budgeting & Forecasting
No
Code Enforcement
No
Compliance Management
No
Fixed Asset Management
No
Inventory Management
No
License Issuance
No
Permit Issuance
Yes
Purchasing & Receiving
No
Self Service Portal
No
Taxation & Assessment
Yes
Utility Billing
Yes
Work Order Management
No
Utility Billing
ACH Payment Processing
No
Account Management
No
Billing & Invoicing
No
Cable
No
Collections Management
Yes
Customer Management
No
Electricity
No
Meter Management
No
Metered Billing
No
Move In / Move Out
No
Natural Gas
No
Non-Metered Billing
No
Online Payment Processing
Yes
Penalty / Cut-Off Processing
No
Rate Management
No
Service Call Management
No
Trash
No
Water
No
Work Order Management
No