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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Manage sales records and monitor un-deposited funds effortlessly with a solution designed for small to medium-sized enterprises transitioning from traditional paper or cash register systems. This software allows you to efficiently oversee your inventory, enabling you to pinpoint both slow and fast-moving items as well as those that are least and most profitable, ensuring that stock levels remain optimal. It features a General Ledger, Accounts Receivable, Accounts Payable, and Bank Reconciliation, simplifying financial management. RetailMagic significantly reduces paperwork handling by over 85%, streamlining your operations. Regardless of the module in use, clients can easily convert to a Host Lane for just $10, with additional lanes available for the same price. For businesses needing only Point-of-Sale functionality, the LITE version is a great starting point, and as you become familiar with its features, you can upgrade to the PRO version to incorporate inventory control into your offerings. Once you feel confident in using either LITE or PRO, you can seamlessly add the ACCOUNTING module to enhance your financial oversight. Our dedicated support team will assist you throughout your journey, ensuring a smooth transition and optimal usage of the system.

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

Schieck Financial Software

Country

Canada

Website

www.retailmagicpos.ca

Vendor Details

Company Name

SYNDi

Country

Canada

Website

syndi.ca/investment-ledger/

Product Features

Point of Sale

Barcode Scanning
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management
eCommerce Integration

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

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

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