SYNDi Investment Ledger:
Portfolio Management Simplified
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Manage the purchase and sale of stocks, bonds, short-term notes, fixed deposits and other financial instruments in an investment portfolio.
Facilitate the administration of
Investment portfolio managed: from purchase to maturity
Powerful investment ledger software expands the capabilities of your financial organization: keep your General Ledger clean by maintaining all transaction history in a streamlined sub-ledger. Smart investment ledger management leads to unmatched portfolio clarity; effortless accounting integration; and complete transaction security.
Product Features
Sage 300 ERP Integration
Integrate seamlessly with Sage 300 ERP to sync your chart of accounts, currencies, exchange rates, and bank records automatically.
Portfolio Management
View and manage your entire investment portfolio under a single platform, see full trade history, delivering accurate information on demand.
Multi-Currency
Maintain transactions in the functional currency of the general ledger and in source currency, with exchange rates to convert accurately between them.
Transaction Management
Track the full transaction history of stocks, bonds, and short-term notes — including purchases, sales, dividends, interest accruals, share splits, and portfolio adjustments.
Audit Trail
Maintain an unalterable audit trail of every user action — tracking who made each entry, what was changed, and when, ensuring full chronological accountability.
Oracle ERP Integration
Connect directly with Oracle ERP to automatically synchronize your general ledger, multi-currency settings, exchange rates, and financial account data in real time.
User-friendly Interface
Diversification
Report Generation
Multiple Companies
Real-time Reporting
Scalability
Microsoft Office Integration
Transaction Management
Analytics
SYNDI Online
Streamline your loan servicing operations with automated amortization, intelligent interest calculations, and comprehensive reporting.
Corporate Head Office
INDUSFLOW SYSTEMS
INC2800 14th Avenue, Suite 405
Markham, Ontario L3R 0E4
Canada
INDUSFLOW SYSTEMS
38 Hohn Street
Montrose, Chaguanas
Trinidad & Tobago
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Contact
Technical Support: support@syndi.ca