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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Effortlessly oversee your investments, updates, taxes, capital calls, distributions, and financial statements from a single, integrated platform. Arch interfaces with the back office for each private investment, consolidating all communications and documents securely in one place. By automating various investment management tasks, Arch ensures your account remains current and organized. You can easily access your investment history and document repository, which includes updates, account statements, tax information, capital call notifications, and distribution records. All your investment communications are conveniently housed in one secure portal, eliminating the need to search for documents scattered across multiple websites and platforms. Additionally, the system allows for systematic updates across your accounts in the event of a move, change in ownership, or any required modifications, providing a comprehensive solution for managing your investments effectively. This way, you can focus more on strategic decisions and less on administrative tasks.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Office 2021
Sage 300

Integrations

Microsoft Office 2021
Sage 300

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Arch

Founded

2018

Country

United States

Website

arch.co

Vendor Details

Company Name

SYNDi

Country

Canada

Website

syndi.ca/investment-ledger/

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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The Archway Platform

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