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What is distrib-u-tec?

Distrib-u-tec functions as an all-encompassing ERP accounting solution, allowing for effortless access to data from multiple open protocol applications. Tailored for effective data management, this system facilitates single-entry data input, which is then available across all integrated elements of the platform. With real-time updates, key sub-ledger information, including account balances and product availability, remains perpetually up-to-date. This software alleviates the challenges associated with month-end or cut-off procedures, enabling users to post entries to any period within the ongoing fiscal year while retaining control over period closures. All information is securely stored in a transaction table, simplifying the audit process by multiple criteria such as batch, source, date, and control numbers. A thorough audit trail for general ledger and inventory transactions is reliably preserved, ensuring utmost transparency. Users have the ability to delve into every aspect of transactions, free from any concealed information, thereby guaranteeing clarity and a comprehensive understanding of the underlying data. Furthermore, the system significantly boosts operational efficiency by optimizing processes and reducing administrative burdens, ultimately leading to enhanced productivity. This holistic approach not only improves data accuracy but also fosters informed decision-making across the organization.

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.

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

InterSect Business Systems

Date Founded

1996

Company Location

Canada

Company Website

www.distrib-u-tec.com

Company Facts

Organization Name

SYNDi

Company Location

Canada

Company Website

syndi.ca/investment-ledger/

Categories and Features

Food Service Distribution

Costing
Customer Management
Import / Export Management
Inventory Management
Lot Tracking
Order Management
Picking & Routing
Purchasing
Quotes / Estimates
Traceability
Vendor Management
Warehouse Management

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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