Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
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
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
Product Features
Retail Management
CRM
Yes
Commission Management
No
Email Marketing
No
Employee Management
No
Loyalty Program
No
Mail Order
No
Merchandise Management
Yes
Multi-Location
Yes
Order Management
Yes
Purchase Order Management
Yes
Reporting/Analytics
Yes
Returns Management
Yes
eCommerce
Yes