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Description
Stay informed with the most recent news, studies, and suggestions that pertain to your investment portfolio. The app is compatible with iPhone, iPad, and Android devices, creating a convenient hub for tracking your financial assets. You can assess your portfolio's performance from anywhere, at any time, ensuring you remain connected to your investments. Instant notifications will alert you whenever a new recommendation is published, keeping you in the loop. Additionally, you can access the latest ASX announcements, including insights into which directors are actively buying and selling their shares. This tool is designed to assist you in making swift and knowledgeable investment choices. Don't overlook any opportunities—utilize the research section to discover what top analysts at Intelligent Investor are currently discussing. You can also create personalized watchlists to monitor companies of interest closely. Simply search by stock code, and you'll instantly obtain all the pertinent information about the company in question. Download Australia's premier investment app free of charge from the App Store and Google Play, and elevate your investing experience today.
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
No details available.
Integrations
No details available.
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
InvestSMART
Founded
1999
Country
Australia
Website
www.investsmart.com.au/app
Vendor Details
Company Name
TJPS Software
Country
United States
Website
tjpssoftware.com/features.asp
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
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