ReleaseAI

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.

Pimberly is a powerful cloud-based PIM (Product Information Management) platform that synchronizes all aspects of product data management processes. Pimberly enables businesses to create amazing online experiences with richer, differentiated product descriptions. The platform increases speed to market, facilitates product launches and overseas expansion. Automate all areas of product data processing with intuitive and powerful automation workflows. Gain clear visibility of your product information with defined lifecycles and reporting dashboards. Easily store data in multiple languages and adapt it for various channels and markets. Rapidly onboard new product ranges and publishes to new channels. Do this with automated data import/export functionality. Always release fully optimized products so your customers can find your store. Utilize high-quality product data to improve customer experience and convert more visitors.