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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.
Description
Our goal is straightforward: to automate and simplify the management of products, orders, and inventory, allowing you and your team to dedicate more time to sales and business expansion. With user-friendly tools, we enhance your sales workflow, ensuring that your entire team remains updated about all incoming and outgoing orders and inventory. We collaborate closely with you and your staff to provide training and ongoing support, ensuring that every user feels confident and satisfied when using ZigZag daily. Furthermore, our team facilitates a seamless transition between systems, offering comprehensive data support and a dedicated transfer assistant to ensure you can swiftly start using ZigZag without any data loss. Unlike many systems that come preloaded with a plethora of reports that may not be relevant to your needs, ZigZag features its own report builder, meaning you begin with a clean slate—allowing you to create only the reports that truly matter to your operations. This approach ensures that you are not burdened with unnecessary or confusing reports, empowering you to focus on the data that drives your business forward.
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
TJPS Software
Country
United States
Website
tjpssoftware.com/features.asp
Vendor Details
Company Name
ZigZag Systems
Founded
2013
Country
United Kingdom
Website
zigzagsystems.co.uk
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
Retail Management
CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce