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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Squire, an AI-powered conversation intelligence Software as a Service, is designed to help recruitment agencies and consultants. It records conversations between recruiters (and candidates), transcribes the recordings and generates a written summary of key information that can be used in the future. This information is automatically pushed into the ATS/CRM, updating candidate records without any manual work on the part of recruitment consultants. Squire allows consultants to talk to more candidates and place more people. Our solution allows recruitment consultants to perform more efficiently by reducing the burden of having to memorize information and take notes during calls. This increased productivity and focus directly contributes to a remarkable ROI and a modern candidate experience for recruitment agencies.

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

Bullhorn Yes 
Microsoft Teams Yes 
Zoom Yes 
itris 9 Yes 

Integrations

Bullhorn No 
Microsoft Teams No 
Zoom No 
itris 9 No 

Pricing Details

€20/month/user
Free Trial Yes 
Free Version No 

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 Yes 

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 No 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Squire

Founded

2021

Country

Ireland

Website

squireapp.io

Vendor Details

Company Name

TJPS Software

Country

United States

Website

tjpssoftware.com/features.asp

Product Features

Conversation Intelligence

AI Insights No 
Account Health Alerts No 
Call Analytics Yes 
Call Recording Yes 
Call Recording Cloud Storage No 
Call Snippets No 
Call Transcription Yes 
Call/Meeting Sharing Yes 
Sales Coaching No 
Topic Tags No 
Topic-Based Analytics No 
Video Conferencing Analytics No 
Win/Loss Analysis 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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