Write-Up
Write-Up streamlines stock portfolio accounting for high net worth clients, enabling firms to manage labor-intensive tasks efficiently. This software simplifies tracking, recording, and reporting of stock transactions for trusts, estates, and holding companies. With features like year-end closure, multi-currency support, and easy access to historical data, it enhances investment management significantly.
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Top Write-Up Features
- Automated transaction tracking
- Multi-currency support
- Year-end closing feature
- Historical data access
- Easy foreign exchange entries
- Broker transaction management
- Banking transaction integration
- Adjusting entry support
- User-friendly interface
- Customizable reporting options
- Quick data entry forms
- Secure client data storage
- Real-time portfolio updates
- Multi-user access capabilities
- Performance analytics tools
- Tax reporting assistance
- Compliance management features
- Seamless integration with accounting software
- Client communication tools
- Audit trail functionality
