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Description
Transform your written work into an impeccable masterpiece with Cram’s comprehensive writing assistance and support. Utilize a powerful, all-in-one solution to analyze your essays, research papers, articles, and reports for grammatical mistakes and potential plagiarism concerns. Effortlessly create accurate citations using the integrated citation generator that adheres to styles such as MLA, APA, and Chicago. Access high-quality resources to deepen your understanding of various concepts, acquire essential knowledge, and submit thoroughly researched assignments. Enhance your dwindling motivation with Cram, providing you with a vast collection of essays and flashcards contributed by fellow students. In addition to assisting with essay-related tasks, Cram also offers tools to help you memorize challenging information through online flashcards, enabling you to excel in your exams and achieve academic success. This platform is dedicated to helping you not only improve your writing but also to boost your overall learning experience.
Description
Managing a stock portfolio for high net worth clients is an essential offering for many accounting firms. The difficulty lies in executing this crucial and often time-consuming service while keeping costs manageable. Thankfully, Write-Up emerges as the leading stock portfolio accounting software, designed to streamline and accelerate the accounting processes related to tracking, recording, and reporting stock transactions for holding companies, trusts, and estates. It simplifies year-end procedures and provides access to historical data, making financial management more efficient. With Write-Up, users can close a fiscal year in both modules and seamlessly carry forward open security positions in the broker module into the next year. Historical data from prior years remains accessible in both modules for review. This software also accommodates multiple currencies and manages the necessary foreign exchange entries, facilitating effortless investment oversight. Moreover, Write-Up supports three primary transaction types: broker transactions, banking transactions, and adjusting entries, ensuring comprehensive management of the investment portfolio. As a result, accounting firms can offer enhanced services to their clients while optimizing their operational efficiency.
API Access
Has API
API Access
Has API
Integrations
NoteGPT
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cram
Website
www.cram.com
Vendor Details
Company Name
TJPS Software
Country
United States
Website
tjpssoftware.com/features.asp
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection