Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 3 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Xero Reviews & Ratings
    6,132 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • eToro Reviews & Ratings
    32,208 Ratings
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Gemini Credit Card Reviews & Ratings
    2 Ratings
    Company Website
  • Epicor Financials Reviews & Ratings
    Company Website
  • Planview Portfolios Reviews & Ratings
    200 Ratings
    Company Website
  • QuickApps Reviews & Ratings
    Company Website
  • Cadebill Reviews & Ratings
    1 Rating
    Company Website

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 LedgerPlus?

LedgerPlus mirrors the functionalities of LedgerLite, our software designed for general ledger and cashbook management. In addition to these core features, it offers capabilities such as inventory control, invoicing, stock administration, accounts receivable management, point-of-sale (POS) systems, and improved user access permissions for enhanced security and flexibility. This makes LedgerPlus a comprehensive solution for businesses seeking robust financial and operational management tools.

Media

Media

Integrations Supported

Microsoft Office 2021
Sage 300

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$179 one-time fee
One-time fee of US $40 per workstation
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Webinars
Online Training

Company Facts

Organization Name

SYNDi

Company Location

Canada

Company Website

syndi.ca/investment-ledger/

Company Facts

Organization Name

Responsive Software

Date Founded

1998

Company Location

New Zealand

Company Website

www.generalledger.biz

Categories and Features

General Ledger

Not specified

Investment Management

Not specified

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Tax Management

General Ledger

Not specified

Popular Alternatives

Total Return Reviews & Ratings

Total Return

SS&C Technologies

Popular Alternatives

LedgerLite Reviews & Ratings

LedgerLite

Responsive Software
Broadridge Investment Accounting Reviews & Ratings

Broadridge Investment Accounting

Broadridge Financial Solutions
IQ Accounting+ Reviews & Ratings

IQ Accounting+

IQ Retail
The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services
RetailMagic Reviews & Ratings

RetailMagic

Schieck Financial Software