SYNDi Investment Ledger manages stocks, bonds, notes and other financial instruments in an investment portfolio. It helps in situations where you attempt to maintain the investment history in General Ledger. Typically a G/L account is set up for each security and is often extended to the partner level through sub-accounts for tracking purpose. The result is that the chart of accounts soars to an unmanageable level. SYNDi 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, thus keeping your General Ledger clean and streamlined.

SYNDi can be used to maintain the history of all transactions related to the purchase and sale of investments. If you are using the software to manage your own portfolio, you may set yourself up as a single investor and operate with the same ease.

	Multiple Companies - You can set up unlimited number of companies and have unlimited number of users accessing the system.
	User-Friendly Interface - The main features of SYNDi are its simplicity, ease of use and minimal training requirements. Typing is minimized  by selecting key values from lists and entering dates by  clicking on calendar control. Each field in edited extensively to minimize data-entry errors.
	Multi currency Support - SYNDi maintains transactions in the currency of general ledger (functional currency) as well as in source currency. It maintains exchange rates to convert source currency into functional currency.
	General Ledger Interface - SYNDi can be used as a standalone package or interfaced with Sage Accpac ERP General Ledger. In case of interface it  uses the chart of accounts, currencies and exchange rates from Accpac and updates Accpac ERP General Ledger seamlessly. Interface files can be  provided for other accounting packages.
	Pop-up Reminders - SYNDi Reminder System generates pop-up reminders to perform key functions. You may also enter reminders, notes  and appointments to pop up on your desktop. These reminders will continue appearing until you cancel them.
	Stocks - You may enter purchase and sale of stock, dividend, share split and adjustment and can download current market value from Yahoo Finance.
	Bonds - SYNDi processes the purchase of bonds, performs monthly accruals, processes coupon receipts, maturity and sale of bonds.
	Notes - SYNDi processes certificates of deposit (CD) and other notes including purchasing, monthly recording of interest income, interest  receipt and maturity.