SymPro Investment Management

SymPro Investment Management

SymPro Treasury Management Solutions
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About

FinQuery is a unified accounting automation platform that transforms how finance teams manage leases, contracts, and accruals. Designed for compliance with FRS 102, ASC 842, IFRS 16, GASB 87/96, and SFFAS 54, FinQuery streamlines the journey from document to ledger. The platform automates amortization schedules, journal entries, and disclosure reports while centralizing financial data in one secure, auditable system. With modules for Lease Accounting, Prepaid & Accrual Accounting, and Contract Management, FinQuery reduces manual effort and ensures consistency across every process. Its AI-driven document abstraction and built-in validation improve accuracy and audit readiness, empowering teams to close books faster with confidence. Trusted by 8,000+ organizations worldwide, FinQuery helps accounting teams simplify compliance and make smarter, data-driven financial decisions.

About

An investment management solution that creates real-time, actionable intelligence by calculating earnings, accrued interest, capital gains and losses, average daily balance, amortizations, weighted yields, duration, total return and GASB reporting. Foster transparency by producing accurate and timely investment management, performance and GASB compliance reports. Reduce data entry duplication by creating accounting journal entries reflecting investment transaction activity. Improve accuracy by importing positions or transactions directly from your custodial bank or broker. Encourage flexibility by creating an unlimited number of portfolios with multiple funds, divisions or advisers for each portfolio. Creates general ledger journal entries to reflect investment transaction activity within a portfolio for a specific date range.

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

Finance leaders, accountants, and auditors seeking a comprehensive, automated platform for FRS 102 and global accounting standard compliance that simplifies close, audit, and reporting processes

Audience

Public sector treasury managers interested in a platform to meet the investment management challenges

Support

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

Support

Phone Support 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 Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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 Supported
Live Online Supported
In Person Supported

Training

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

Company Information

FinQuery
Founded: 2001
United States
finquery.com

Company Information

SymPro Treasury Management Solutions
Founded: 1985
United States
sympro.com/investment_management

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Moody's Analytics
iLeasePro

iLeasePro

iLease Management LLC

Categories

Categories

Lease Accounting Features

Amortization Schedule Supported
Asset Management Supported
Billing & Invoicing Not Supported
Budgeting & Forecasting Supported
Capitalization Reporting Supported
Critical Date Alerts Supported
Expense Tracking Supported
For Equipment Leases Supported
For Real Estate Supported
Payment Tracking Supported
Portfolio Management Supported
Tax Management Not Supported

Lease Management Features

Billing & Invoicing Not Supported
Commercial Leases Supported
Contact Management Supported
Landlord Database Supported
Lease Classification Supported
Portfolio Management Supported
Property Management Supported
Residential Leases Supported
Retail Leases Supported
Sublease Management Supported
Tenant Database Supported

Real Estate Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Supported
Commission Management Supported
Contract Management Supported
General Ledger Supported
Mobile Access Supported
Payroll Not Supported
Property Development Management Supported
Reporting / Analytics Supported
Work Order Management Not Supported

Integrations

JD Edwards EnterpriseOne Supported
Sage Intacct Supported

Integrations

JD Edwards EnterpriseOne Not Supported
Sage Intacct Not Supported
Claim FinQuery and update features and information
Claim FinQuery and update features and information
Claim SymPro Investment Management and update features and information
Claim SymPro Investment Management and update features and information