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What is SYNDi Investment Ledger?

Investment management software needs to efficiently handle a diverse range of assets, including stocks, mutual funds, and other investment vehicles. In this article, we will highlight the essential features you should evaluate when choosing the investment management software that aligns with your specific requirements. SYNDi Investment Ledger offers a comprehensive solution for overseeing the purchase and sale of a variety of financial instruments, such as stocks, bonds, short-term notes, and fixed deposits, all within an investment portfolio. When maintaining an investment history in a general ledger, it is typical to create a G/L account for each individual security, which can lead to complex partner-level sub-accounts for meticulous tracking, potentially resulting in a cluttered chart of accounts. SYNDi Investment Ledger effectively mitigates this issue by documenting each transaction while only necessitating a simple journal entry to the General Ledger. This creative methodology empowers users to set up just one or two asset accounts for their investments, allowing all historical data to remain organized in the sub-ledger. Consequently, this process enhances operational efficiency and promotes superior management of your investment records. Additionally, the user-friendly interface of SYNDi Investment Ledger ensures that investors can easily navigate and access their investment data without unnecessary complications.

What is GROUNDFLOOR?

GROUNDFLOOR offers real estate debt investment opportunities that are both high-yield and accessible to everyone. We are dedicated to enabling individuals to invest based on their own preferences and aspirations. The process of setting up your account is both quick and easy, allowing you to start investing with as little as $10 while choosing the amount that suits you best. You can craft a tailored portfolio of short-term, high-yield real estate debt investments that correspond to your specific risk and reward preferences, or you can let our investment wizard guide you through the process. Safely link your bank account through our reliable encryption partner to facilitate fund transfers and embark on your investment journey with confidence. With GROUNDFLOOR, you're on the path to enhancing your financial future! As debt products generally entail lower risks, we have consistently delivered returns surpassing 10% to our investors over the last six years, with repayment periods typically ranging from 6 to 9 months. GROUNDFLOOR was created on the belief that a more intelligent approach exists, enabling Americans to access private capital markets and take charge of their financial futures. By joining us today, you can uncover the true potential of your investments and take the first step towards financial independence!

Media

Media

Integrations Supported

Microsoft Office 2021
Sage 300

Integrations Supported

Microsoft Office 2021
Sage 300

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SYNDi

Company Location

Canada

Company Website

syndi.ca/investment-ledger/

Company Facts

Organization Name

GROUNDFLOOR

Date Founded

2013

Company Location

United States

Company Website

groundfloor.us

Categories and 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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