Audience
Public sector treasury managers interested in a platform to meet the investment management challenges
About SymPro Investment Management
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.
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Integrations
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Company Information
SymPro Treasury Management Solutions
Founded: 1985
United States
sympro.com/investment_management
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Product Details
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