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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

LMB offers a variety of tools designed to optimize sales, purchases, inventory, and services, ultimately enhancing both efficiency and productivity. By streamlining and expediting repetitive tasks like data entry and document processing, it significantly reduces the time spent on administrative duties. This time-saving aspect of LMB allows users to focus on more critical business operations, as it drastically shortens the time needed for processing. The insightful dashboards and statistics provided by LMB give you a clear view of your business activities, enabling thorough analysis, effective planning, and informed strategic decision-making. Furthermore, Lundi Matin Business's commercial management software facilitates seamless bank reconciliations between your bank account and cash journal while also supporting your accounting exports. With the software capturing all essential accounting entries, you can effortlessly export your sales, purchase, and bank journals to your accounting firm, ensuring accuracy and compliance. By integrating these functionalities, LMB not only simplifies your workflow but also empowers you to manage your business with greater confidence and success.

Description

An investment management platform that generates immediate, actionable insights through the computation of earnings, accrued interest, capital gains and losses, average daily balance, amortizations, weighted yields, duration, total returns, and GASB reporting. It enhances transparency by delivering precise and prompt reports on investment management, performance, and GASB compliance. By automating accounting journal entries that mirror investment transaction activity, it minimizes the chance of duplicated data entry. The system also boosts accuracy by allowing for direct importation of positions or transactions from your custodial bank or broker. Users can benefit from the system's flexibility, as it allows for the creation of an unlimited number of portfolios, each with various funds, divisions, or advisers tailored to specific needs. Additionally, the platform generates general ledger journal entries to accurately represent investment transaction activity for designated date ranges, ensuring comprehensive financial oversight. Ultimately, this solution streamlines the investment management process, making it more efficient and user-friendly.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

LundiMatin

Founded

2007

Website

www.lundimatin.fr/

Vendor Details

Company Name

SymPro Treasury Management Solutions

Founded

1985

Country

United States

Website

sympro.com/investment_management

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse 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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Bank Rec

Treasury Software