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
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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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
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
Not 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
Not 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 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
Supported
Contact Database
Supported
Contingency Billing
Supported
Customer Portal
Not Supported
Customizable Invoices
Supported
Dunning Management
Supported
Hourly Billing
Supported
Invoice History
Not Supported
Mobile Payments
Supported
Multi-Currency
Supported
Online Invoicing
Supported
Online Payments
Supported
Payment Processing
Supported
Project Billing
Supported
Recurring/Subscription Billing
Supported
Service Ticket Billing
Not Supported
Tax Calculator
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
nShift
Not Supported
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