Write-Up

Write-Up

TJPS Software
Choice Write-Up

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Choice:

About

Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.
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.
Choice:

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
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
Choice:

Audience

Digital asset platform built for advisors
Write-Up:

Audience

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

Support

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

Support

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

API

Offers API Not Supported
Write-Up:

API

Offers API Not Supported
Choice:

Screenshots and Videos

Write-Up:

Screenshots and Videos

Choice:

Pricing

1% digital trade fee
Free Version Not Supported
Free Trial Not Supported
Write-Up:

Pricing

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

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:

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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
Choice:

Training

Documentation Not 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
Choice:

Company Information

Choice
Founded: 2010
United States
www.retirewithchoice.com/pro
Write-Up:

Company Information

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

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Choice:

Categories

Write-Up:

Categories

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
Choice:

Integrations

Interactive Brokers Supported
Itron Enterprise Meter Data Management Supported
Kraken Supported
Write-Up:

Integrations

Interactive Brokers Not Supported
Itron Enterprise Meter Data Management Not Supported
Kraken Not Supported
Choice:
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Write-Up:
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