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
No integrations listed.
Company Information
TJPS Software
United States
tjpssoftware.com/features.asp
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Product Details
Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online
Write-Up Frequently Asked Questions
Write-Up Product Features
Stock Portfolio Management
Portfolio Accounting
Supported
Tax Management
Supported
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 Rebalancing
Not Supported
Risk Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
