AssetWriter

AssetWriter

FinSoft
Write-Up

Write-Up

TJPS Software
AssetWriter Write-Up

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AssetWriter:

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.
Write-Up:

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.
AssetWriter:

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
Write-Up:

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
AssetWriter:

Audience

Anyone looking for a field examination workpaper software
Write-Up:

Audience

Companies and professionals searching for a stock portfolio accounting solution
AssetWriter:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Write-Up:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
AssetWriter:

API

Offers API Not Supported
Write-Up:

API

Offers API Not Supported
AssetWriter:

Screenshots and Videos

Write-Up:

Screenshots and Videos

AssetWriter:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Write-Up:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
AssetWriter:

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
Write-Up:

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
AssetWriter:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Write-Up:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
AssetWriter:

Company Information

FinSoft
Founded: 1996
United States
www.finsoft.net
Write-Up:

Company Information

TJPS Software
United States
tjpssoftware.com/features.asp
AssetWriter:

Alternatives

Write-Up

Write-Up

TJPS Software
Write-Up:

Alternatives

Accounting Xpert

Accounting Xpert

Micronetics
AssetWriter:
Accounting Xpert

Accounting Xpert

Micronetics
Write-Up:
EasyACCT

EasyACCT

Intuit
AssetWriter:
EasyACCT

EasyACCT

Intuit
Write-Up:
AssetWriter

AssetWriter

FinSoft
AssetWriter:
Joblogic

Joblogic

Tracer Management Systems
Write-Up:
AssetWriter:
Write-Up:
Joblogic

Joblogic

Tracer Management Systems
AssetWriter:

Categories

Commercial Loan Supported
Write-Up:

Categories

AssetWriter:

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
Write-Up:

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
AssetWriter:

Integrations

No info available.
Write-Up:

Integrations

No info available.
AssetWriter:
Claim AssetWriter and update features and information
Claim AssetWriter and update features and information
Write-Up:
Claim Write-Up and update features and information
Claim Write-Up and update features and information