SYNDi Investment Ledger
SYNDi Investment Ledger streamlines investment portfolio management by effectively administering stocks, bonds, and short-term notes while generating timely reports for real-time insights. It simplifies transaction history maintenance through a sub-ledger approach, reducing clutter in the General Ledger and supporting diverse financial instruments, multiple currencies, and custom reporting capabilities.
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Top SYNDi Investment Ledger Features
- Real-time investment monitoring
- Simplified general ledger integration
- Multi-currency transaction management
- Custom report generation
- Audit trail for transactions
- User rights management
- Error validation features
- Support for diverse financial instruments
- Online inquiries for reports
- Streamlined transaction history maintenance
- Seamless integration with Microsoft Office
- Scalable for future growth
- Broker statement imports
- Monthly interest accrual processing
- Simple user interface design
- Drop-down selection for data entry
- Asset accounts simplification
- Historical transaction tracking
- Flexible software customization options
- Support for multiple partner portfolios.
