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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

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

Titan DMS products offer a comprehensive solution for dealerships, empowering countless individuals daily to achieve their goals by enhancing efficiency and profitability while also increasing the visibility of both the dealership and its clientele. Features like one-click invoicing to the General Ledger, sophisticated Vehicle Stock Control, and automated creation of Service Repair Orders for Accessory Fitment and Pre-Delivery tasks all work together to optimize operations and boost profits while keeping costs in check. Additionally, tools for workshop booking, task loading, job identification, and upselling, along with thorough costing and processing through to the General Ledger, provide insights into technician performance and job progress, streamlining workshop oversight and management. By reducing obsolescence and refining the inventory mix, dealerships can ensure that their warehouses achieve optimal stock turnover and availability, ultimately leading to enhanced purchasing experiences for trade, retail, and service customers alike. This holistic approach not only benefits the operational side but also builds stronger relationships with customers through improved service delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Office 2021 Yes 
Sage 300 Yes 

Integrations

Microsoft Office 2021 No 
Sage 300 No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

SYNDi

Country

Canada

Website

syndi.ca/investment-ledger/

Vendor Details

Company Name

Titan Dealer Management Solutions

Country

Australia

Website

www.titandms.com.au

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Auto Dealer

Accounting No 
Buy-Here-Pay-Here No 
Collections Management No 
Contact Database Yes 
Customer Database No 
Document Management Yes 
F&I Management No 
Financing Management No 
Form Printing No 
Inventory Management No 
Lease Management No 
New Car Dealer Yes 
New Car Lot No 
Online Inventory No 
Parts Management No 
Sales Management No 
Service Department No 
Used Car Lot No 
Website Integration Yes 

Dealership Management

Accounting No 
Auto Dealerships No 
Collections Management No 
Contact Database No 
Customer Database No 
Document Management No 
Equipment Dealerships No 
F&I Management No 
Financing Management No 
Form Printing No 
Lease Management No 
Marine Dealerships No 
Online Inventory No 
Parts Management No 
Powersports Dealerships No 
RV Dealerships No 
Service Department No 
Trailer Dealerships No 
Used Car Dealerships No 
Website Integration No 

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