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Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Description

Scout serves as a desktop tool aimed at aiding founders, consultants, freelancers, and small teams in their sales outreach via LinkedIn. It enables users to establish an ideal customer profile, search for and evaluate LinkedIn profiles, document reasons for each prospect's suitability, and compose tailored introductory messages aligned with both the prospect's profile and the seller's offerings. Before dispatching any messages, users can review and finalize the targeting criteria and content of the messages. Additionally, Scout assists in organizing responses, gauging interest, scheduling calls, and managing follow-ups, allowing for a more structured approach to sales conversations. This application operates seamlessly on both Windows and macOS, with users having full control over their account and AI settings. Tailored for individuals who handle their own prospecting efforts without relying on an outbound sales team, Scout streamlines the entire outreach process. Ultimately, it empowers users to enhance their networking efforts while ensuring a more focused approach to relationship-building.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Anthropic Yes 
Claude Code Yes 
Google Yes 
OpenAI Yes 

Integrations

Anthropic No 
Claude Code No 
Google No 
OpenAI No 

Pricing Details

€199 once
€199 one-time purchase; no subscription.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

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

RigelRise

Founded

2023

Country

Estonia

Website

www.scoutwith.me

Vendor Details

Company Name

TJPS Software

Country

United States

Website

tjpssoftware.com/features.asp

Product Features

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture No 
Lead Database Integration No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Visitor Identification No 

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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