AssetWriterFinSoft
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Write-UpTJPS Software
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Related Products
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About
AssetWriter field examination workpaper and write-up software is the world's most complete and widely used ABL Field Exam Software package for ABL due diligence (see our distinguished customer list). The add-on currency module supports international inputs to generate a consolidated output to any one currency. Now with a sophisticated graphing module that allows graphs to become part of the write-up and workpapers. It accepts data feeds from AssetReader Data Analysis software for less keying and less errors, making it the most integrated ABL package in the world. The "Template-Based" report setup lets users customize the look and content to current Lender needs while allowing future changes to be placed into the "Templates" to update older exams with ease.
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About
Stock portfolio accounting for your high net worth clients is a key service in most accounting firms. The challenge, however, is providing this important yet labour-intensive function at a reasonable price. Fortunately, now there’s Write-Up, the #1 selling stock portfolio accounting software. Write-Up software simplifies and speeds up the accounting processes involved in tracking, recording and reporting stock transactions for holding companies, trusts and estates. Simplified year-end procedure and access to historical data. Write-Up allows the user to close a year in both modules and carry forward the open security positions in the broker module to the following year. Prior years are always available for viewing in both modules. Write-Up handles multiple currencies and the corresponding foreign exchange entries to make investment management easy. Write-Up supports the three main types of transactions: broker transactions, banking transactions and adjusting entries.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Anyone looking for a field examination workpaper software
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Audience
Companies and professionals searching for a stock portfolio accounting solution
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationFinSoft
Founded: 1996
United States
www.finsoft.net
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Company InformationTJPS Software
United States
tjpssoftware.com/features.asp
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Alternatives |
Alternatives |
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Categories |
Categories |
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Commercial Loan Features
Asset Management
Not Supported
Audit Trail
Supported
Complex Debt Structures
Not Supported
Dashboard
Not Supported
Document Management
Supported
Exposure Management
Not Supported
Lead Management
Not Supported
Pipeline Management
Not Supported
Risk Management
Not Supported
Trend Analysis
Supported
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Stock Portfolio Management Features
Billing & Invoicing
Not Supported
Client Management
Not Supported
Data Warehousing
Not Supported
For Investment Advisors
Not Supported
For Traders
Not Supported
Order Management
Not Supported
Portfolio Accounting
Supported
Portfolio Rebalancing
Not Supported
Risk Management
Not Supported
Tax Management
Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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