Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
This year marks the celebration of our 23rd anniversary, a journey that began with a single individual and a clear vision to integrate map-based data with internet technologies. Over the years, we have successfully created a range of innovative solutions, such as FacilitiesMap and MobileMMS, transforming how our clients engage with their assets and access information. Our mission at Websoft Developers revolves around improving communication and streamlining the flow of information through cutting-edge technology. We offer specialized consulting services tailored to various applications and individual requirements. It's essential to have your work order details readily available in the field, ensuring you have all necessary supporting information at your fingertips. Being aware of your next destination while efficiently managing your tasks is crucial, allowing you to finalize your work orders immediately upon completion rather than waiting until you're back in the office. We believe in the importance of gathering only the information necessary for your work, while also ensuring that these solutions are affordable and accessible to all. Ultimately, our commitment is to empower our clients with the tools they need to achieve their objectives effectively.
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
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
Websoft Developers
Country
United States
Website
www.websoftdev.com
Vendor Details
Company Name
SYNDi
Country
Canada
Website
syndi.ca/investment-ledger/
Product Features
CMMS
Asset Tracking
Calibration Management
Inventory Control
Key & Lock Management
Mobile Access
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order 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