SymPro Investment Management

SymPro Investment Management

SymPro Treasury Management Solutions
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About

Jots is a developer‑friendly journaling app designed for logging ideas, errors, solutions, and insights to boost problem‑solving and track growth. It helps developers “rubber‑duck” their thoughts to debug faster, document pull‑request backstories so future-you and your team understand why refactors happened, and log debugging steps to avoid repeating the same searches. Jots supports organizing thoughts and tagging important notes, helps track progress, and captures side‑project insights all in one place. It’s built to help developers measure their journey, prep for promotions or interviews by showcasing achievements, and reduce repetitive Googling by saving learnings in a personal, searchable journal. It is open source and free, encouraging early adopters to shape its features. It includes an evolving roadmap with tools like an AI chatbot for journaling and career coaching, search functionality, data export, and mood‑tracker charts.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Software engineers wanting a tool to log their daily coding challenges, solutions, and learning progress to boost productivity and career growth

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Jots
United States
www.daily-jots.com

Company Information

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

Alternatives

Alternatives

Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
ScienceDirect

ScienceDirect

Elsevier
PFaroe Portfolio Management

PFaroe Portfolio Management

Moody's Analytics

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Jots and update features and information
Claim Jots and update features and information
Claim SymPro Investment Management and update features and information
Claim SymPro Investment Management and update features and information