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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

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 

Screenshots View All

Screenshots View All

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 

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