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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Investment management software must effectively manage a wide array of investments, such as stocks, mutual funds, and more. In this discussion, we will outline the key features to consider when selecting the investment management software that best suits your needs. SYNDi Investment Ledger provides a robust solution for managing the buying and selling of various financial instruments, including stocks, bonds, short-term notes, and fixed deposits within an investment portfolio. When tracking investment history in a general ledger, it is common to create a G/L account for each security, often extending to partner-level sub-accounts for detailed tracking, which can lead to an overwhelming chart of accounts. SYNDi Investment Ledger addresses this challenge by recording individual transactions while only requiring a straightforward journal entry to the General Ledger. This innovative approach allows users to establish just one or two asset accounts for their investments while keeping all historical data organized within the sub-ledger. Ultimately, this streamlining leads to enhanced efficiency and better management of your investment records.

Description

Sequence operates as a ledger-as-a-service, allowing organizations to accurately monitor and transfer tokenized balances securely. By utilizing Sequence, businesses can effectively oversee their financial assets on private ledgers and will soon have the capability to transfer them effortlessly across public networks as well. Various companies, engaged in shaping the future of finance and commerce, are leveraging Sequence for numerous applications. This includes functionalities such as storing and transacting user balances, securely safeguarding customer funds, issuing and managing loans, and handling balances for both consumers and drivers. Instead of dedicating resources to building and maintaining ledger infrastructure, organizations can concentrate on developing and scaling their products. The platform allows for the seamless addition of new accounts, asset types, and products without needing to modify the underlying ledger code. Designed with enterprise needs in mind, Sequence is built to grow alongside your business. It also enables sharing parts of your ledger with partners, simplifying complexities and creating new opportunities for collaboration. Additionally, its immutable and append-only cryptographic data model ensures protection against tampering and corruption, guaranteeing data integrity at all times. With Sequence, businesses can embrace innovation while maintaining robust security and efficiency in their financial operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Office 2021
Orange Slice
Sage 300
Telegram

Integrations

Microsoft Office 2021
Orange Slice
Sage 300
Telegram

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SYNDi

Country

Canada

Website

syndi.ca/investment-ledger/

Vendor Details

Company Name

Chain

Founded

2018

Website

chain.com/sequence/

Product 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

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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