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Average Ratings 0 Ratings
Description
The fundamental operation of PFM involves establishing your own business network to gather data from connected devices, allowing for centralized management and oversight through a single account interface. After logging into your PFM Cloud account, you can set up customer accounts, which may include service providers and their associated subaccounts. Client accounts are those that host the rented devices, enabling efficient organization. PFM Cloud interacts with an application known as PFM Agent, which should be installed within the network housing the devices; this application is responsible for transferring the gathered data back to your cloud account. Furthermore, PFM Agent ensures the security of the information by transmitting it through a completely secure and encrypted connection. Additionally, for each customer account, you can conduct multiple installations, necessitating the configuration of a PFM Agent for every client account added to your business network, thereby facilitating the aggregation of all distinct network locations. This interconnected system not only streamlines data management but also enhances operational efficiency across various customer accounts.
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
PFM Cloud
Website
www.pfmcloud.com
Vendor Details
Company Name
SYNDi
Country
Canada
Website
syndi.ca/investment-ledger/
Product Features
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