Write-UpTJPS Software
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Related Products
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About
If you're a business owner, a student, a teacher, a consultant, an engineer or even a medical professional, you can benefit by incorporating Bx into your daily workflow. Carry out your tasks faster and better with Bx by your side. Bx is made up of components (called modules) that work together in one seamless ecosystem. Modules allows you to accomplish useful tasks such as invoicing or project management. We're always adding new modules, and while you may not need them all at the start, they'll always be there, quietly waiting to be of service. While our competitors stagnate, we innovate. Bx is continually evolving, with new features added every week. As a Bx user, you can propose new features you'd like us to build, or tell us about things you'd like us to change. And we promise to listen.
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses looking for an accounting and productivity software
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Audience
Companies and professionals searching for a stock portfolio accounting solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBx
Founded: 2016
United Kingdom
usebx.com
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Company InformationTJPS Software
United States
tjpssoftware.com/features.asp
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Categories |
Categories |
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Billing and Invoicing Features
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
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Stock Portfolio Management Features
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
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Integrations
nShift
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