SpendNote

SpendNote

Sildsys, LLC
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About

Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease.

About

SpendNote is a browser-based petty cash app for small teams that handle physical cash. Record each cash handoff in seconds: amount, purpose, who gave it, who received it and which cash box. SpendNote generates a numbered, printable receipt (two copies on one page, or a PDF). Each cash box keeps a live running balance, so you always know how much should be in the drawer and who handled the money last. The whole team works from the same data on phone, tablet or desktop. At the end of the day, print a daily cash report: opening balance, every cash in and out, the expected closing balance, and a cash count section to sign. At month-end, export transactions as CSV or PDF for your bookkeeper. Free cash receipt template, no sign-up: spendnote.app/cash-receipt-template SpendNote is for internal cash tracking and receipts. It is not accounting, tax or payroll software.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Investors and anyone looking for a platform to invest and manage their investments

Audience

Small businesses and teams that handle physical cash: offices, shops, contractors, event organizers, clubs and schools

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$19 USD/month
Standard $19/month, Pro $29/month. 14-day free trial, no credit card required.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

BlazePortfolio
Founded: 2005
United States
www.blazeportfolio.com

Company Information

Sildsys, LLC
Founded: 2026
United States
spendnote.app

Alternatives

Alternatives

FundView Cash Receipting

FundView Cash Receipting

Fund Accounting Solution Technologies
Assetmax

Assetmax

Fimax AMS
Happay

Happay

VA Tech Ventures

Categories

Family Office Supported
Wealth Management Supported

Categories

Expense Report Supported

Investment Management Features

Accounting Management Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Supported
Risk Management Not Supported

Integrations

No info available.

Integrations

No info available.
Claim BlazePortfolio and update features and information
Claim BlazePortfolio and update features and information
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