+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • QUODD
    1 Rating
    Visit Website
  • Zil Money
    607 Ratings
    Visit Website
  • RealEstateAPI (REAPI)
    51 Ratings
    Visit Website
  • Capitalcore
    86 Ratings
    Visit Website
  • Cloudbrink
    28 Ratings
    Visit Website
  • Servers.com by Nexcess
    15 Ratings
    Visit Website
  • Creatio
    570 Ratings
    Visit Website
  • YouHodler
    28 Ratings
  • Fraud.net
    56 Ratings
    Visit Website

About

Phoenix Systems is a fintech software development company founded in 1981, is the preferred partner to provide robust, flexible and cost-effective software solutions to the global financial services industry. Our software solutions include; mutual fund transfer agent and shareholder recordkeeping, mutual fund sub-accounting and mutual fund trading, settlement and reconciliation. As a seasoned fintech software developer, we provide powerful solutions tailored to meet your business's unique needs. All our offerings are rules-based and modular in design, boasting the ability to swiftly adapt to evolving customer demands. With a client roster that includes industry-leading global financial service firms, Phoenix Systems has a proven track record of delivering complex software solutions for the financial services sector.

About

Investment management software should be able to handle a multitude of investments, including stocks, mutual funds, and more. We break down all the things you should look for when picking an investment management software that’s right for you. SYNDi Investment Ledger manages the purchase and sale of stocks, bonds, short-term notes, fixed deposits and other financial instruments in an investment portfolio. In situations where you maintain investment history in the general ledger a G/L account is set up typically for each security and is often extended to the partner level through sub-accounts for tracking purposes. The result is the chart of accounts soars to an unmanageable level. SYNDi Investment Ledger solves the problem by maintaining individual transactions while passing a simple journal entry to General Ledger. With SYNDi Investment Ledger you may set up just one or two asset accounts for investments and maintain all history within the sub-ledger.

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

Financial companies

Audience

Investigators and professionals in search of a solution to manage the purchase and sale of stocks, bonds, and investment portfolios

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

No images available

Screenshots and Videos

Pricing

No information available.
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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Phoenix Systems
Founded: 1981
United States
www.phoenix-systems-inc.com

Company Information

SYNDi
Canada
syndi.ca/investment-ledger/

Alternatives

Alternatives

Total Return

Total Return

SS&C Technologies
Broadridge Investment Accounting

Broadridge Investment Accounting

Broadridge Financial Solutions
The Archway Platform

The Archway Platform

SEI Family Office Services
FundCount

FundCount

FundCount Americas

Categories

Categories

Integrations

Microsoft Office 2021
Sage 300

Integrations

Microsoft Office 2021
Sage 300
Claim Phoenix Systems and update features and information
Claim Phoenix Systems and update features and information
Claim SYNDi Investment Ledger and update features and information
Claim SYNDi Investment Ledger and update features and information