Write-Up Description

Accounting firms offer stock portfolio accounting to clients with high net worth. This important, but labor-intensive function can be difficult to provide at a reasonable cost. Write-Up is the #1 selling stock portfolio software. Write-Up software streamlines and speeds up accounting processes for tracking, recording, and reporting stock transactions for holding corporations, trusts, and estates. Access to historical data and a simplified year-end process Write-Up allows you to close one year in each module and carry forward any open security positions in broker module to the next year. Both modules allow you to view previous years. Write-Up supports multiple currencies and the corresponding foreign currency entries to simplify investment management. Write-Up supports three types of transactions: bank transactions, broker transactions, and adjusting entries.

Pricing

Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
TJPS Software
Headquarters:
United States
Website:
tjpssoftware.com/features.asp

Media

Write-Up Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
In Person
Customer Support
Phone Support
Online

Write-Up Features and Options

Stock Portfolio Management Software

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

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