Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

TimeLedger is a comprehensive and customizable solution for tracking time and expenses, specifically crafted to offer businesses of various sizes immediate insights into their expenditures and employee projects. Developed by Equative, it streamlines the management of timesheet and expense approvals, guarantees precise generation of invoices and reports, and enhances profitability by delivering timely information on return on investment (ROI). Among its standout features are the ability to create custom reports, utilize adaptable terminology, oversee timesheet and expense approvals, and set unlimited alerts, among others. With these capabilities, TimeLedger not only simplifies financial oversight but also empowers businesses to make informed decisions more efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Office 2021
QuickBooks Online
Sage 300

Integrations

Microsoft Office 2021
QuickBooks Online
Sage 300

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$7.31/year/user
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

SYNDi

Country

Canada

Website

syndi.ca/investment-ledger/

Vendor Details

Company Name

Equative

Founded

1996

Country

United States

Website

www.timeledger.com

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

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Alternatives

Broadridge Investment Accounting Reviews

Broadridge Investment Accounting

Broadridge Financial Solutions

Alternatives

Office Timesheets Reviews

Office Timesheets

Lookout Software
Total Return Reviews

Total Return

SS&C Technologies
TEDI Reviews

TEDI

Jovaco Solutions
The Archway Platform Reviews

The Archway Platform

SEI Family Office Services
Clockify Reviews

Clockify

CAKE.com Inc.