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What is nVision?

nVision enhances school business management software through cutting-edge features and improvements aimed at addressing the everyday challenges encountered by contemporary school districts and municipalities. This sophisticated solution offers business offices a powerful application that boosts efficiency and transforms operational processes like never before. Employees will discover an easier way to exchange crucial information while automating mundane tasks to optimize their workflow. The software incorporates essential modules such as Accounting, Budgeting, Payroll, Requisitions, Receivables, Human Resources, Bidding, Negotiations, and Time & Attendance, allowing users to manage accounts, supervise the general ledger, and track payables seamlessly. With its automated functions, all accounting procedures are refined, enabling the precise and efficient creation of financial documents. The accounting module delivers a flexible and intuitive advanced fund-accounting solution, equipped with necessary controls to maintain accounting integrity and ensure balanced entries. By incorporating these features, nVision skillfully meets the changing demands of educational institutions in their financial management endeavors, ultimately fostering a more effective educational environment. Additionally, this software plays a crucial role in helping schools adapt to evolving regulations and funding structures, further enhancing its value to the community.

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

Finance Manager

Company Website

financemgr.com

Company Facts

Organization Name

SYNDi

Company Location

Canada

Company Website

syndi.ca/investment-ledger/

Categories and Features

School Accounting

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

School Management

Bookstore Management
Cafeteria Management
Curriculum Management
Facility Management
Financial Management
Higher Education
Housing Management
Independent / Private
K-12
Library Management
Online Calendar
Online Payments
Parent / Student Portal
Preschool
Reporting/Analytics
School District
Special Education
Vocational / Trade Schools

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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