Make the Most of Your Time with Investment Management Software

How do you fit it all in?

Your time is valuable. But how do you find the time to do all your job requires? SymPro’s Investment Management Software can help turn hours into minutes…even seconds!

The Investment Management Software automatically interfaces with custodial banks, pricing services and general ledger systems. This simplifies time-consuming and error-prone manual processes. By inputting data just once, it is readily available for all your management needs. Data entry is fast, easy, and efficient, with very little duplication of effort.

The reports, charts, and graphs automate several reporting functions as well. Weekly, monthly or quarterly reports can now happen with a click of a button instead of hours of manual labor.

Here is a more detailed list of the top 5 ways the Investment Management Software can help you make the most of your time. We would all love to spend more time with our families instead of at work.

Top 5 List:

  1. Hands-free data entry: Download transactions from your custodian bank reducing manual entry and automating routine processes.
  2. Easy Market Valuations: Automatic market values imported from a file or pricing serviceGL Interface:
  3. Creates investment journal entries that can be conveniently sent to the general ledger
  4. Effortless Reporting: Over 50 performance, compliance, and accounting reports available in seconds not hours (including GASB 31, 40, 72 reports)
  5. Investment Interest allocation: Automatically distribute interest to participating funds