Audience

Companies and professionals searching for a stock portfolio accounting solution

About Write-Up

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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Pricing

Free Trial:
Free Trial available.

Integrations

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Company Information

TJPS Software
United States
tjpssoftware.com/features.asp

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online

Write-Up Frequently Asked Questions

Q: What kinds of users and organization types does Write-Up work with?
Q: What languages does Write-Up support in their product?
Q: What kind of support options does Write-Up offer?
Q: What type of training does Write-Up provide?
Q: Does Write-Up offer a free trial?

Write-Up Product Features

Stock Portfolio Management

Portfolio Accounting
Tax Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Rebalancing
Risk Management
Technical Analysis
Wash Sale Detection