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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Lowers the necessity for lengthy meetings and tedious documentation processes, providing quick access to essential release papers. This approach keeps your team updated and efficient. By generating concise release documentation, it reduces the number of questions raised, thereby boosting the productivity of project managers. Additionally, there is a reduction in the volume of support tickets, which promotes better communication between marketing, support teams, and customers, ultimately leading to enhanced overall collaboration.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Airtable Yes 
Asana Yes 
Figma Yes 
GitLab Yes 
Google Ads Yes 
HTML Yes 
JSON Yes 
Zapier Yes 

Integrations

Airtable No 
Asana No 
Figma No 
GitLab No 
Google Ads No 
HTML No 
JSON No 
Zapier No 

Pricing Details

$39 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

ReleaseAI

Website

apirelease.dev

Vendor Details

Company Name

TJPS Software

Country

United States

Website

tjpssoftware.com/features.asp

Product Features

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting Yes 
Portfolio Rebalancing No 
Risk Management No 
Tax Management Yes 
Technical Analysis No 
Wash Sale Detection No 

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